Financial Advisors Serving Clients Nationwide
Find One Of Our Office Locations Near You
We serve clients nationwide.
So we built our firm to accommodate relationships both near and far!
Through the use of video conferencing, customized web portals, text messaging and online seminars, we are able to communicate effectively and clearly with any one of our clients at any time. At the click of a button, we can digitally network you into our office and make presentations in real-time – as well as meet face-to-face.
To connect with an Wealth Manager serving your area call (913) 498-8898.
Kansas City
11460 Tomahawk Creek Parkway, Suite 400, Leawood, KS 66211
Serving: All KC Metro residents!
Overland Park, Leawood, Shawnee, Lenexa, Prairie Village, and Olathe in Kansas. Kansas City, Parkville, Gladstone, Blue Springs, Lee’s Summit, and Liberty in Missouri.
St. Louis
14755 North Outer 40 Rd, Ste 200 Chesterfield, MO 63017
Serving: Missouri & Illinois
St. Louis Metro, Ladue, St. Albans, Town & Country, Huntleigh, Creve Coeur, Des Peres, Kirkwood, Josephville, Grover, Clayton, Lake St Louis, Chesterfield, Wildwood, St Charles, Webster Groves, Ballwin, Edwardsville, O’Fallon, St Paul, Troy, Dardenne Prairie.
Denver
Serving: Denver Metro
Englewood, Littleton, Lakewood, Greenwood Village, Glendale, Arvada, Washington Park, Cory-Merrill, University Park, Cherry Creek, Willoughby Hills, Highlands Ranch.
Florida
Serving: Southwest Florida
Fort Myers, Bonita Springs, Naples, Arcadia, Boca Grande and Outer Islands, Cape Coral, Captiva Island, Clewiston, Estero, Everglades City, Fort Myers Beach, Marco Island, Pine Island, Port Charlotte, Punta Gorda, Sanibel Island, and surrounding areas.
Seattle
Serving: Seattle Area
Madison Park, Broadmoor, Harrison/Denny-Blaine, Mercer Island, Bellevue, Kirkland, Redmond, Issaquah, Renton, Montlake, Laurelhurst, Windermere, Madrona, Seward Park, Pike Place Market, Phinney Ridge, Hawthorne Hills, Olympic Manor.
Honolulu
3465 Waialae Ave, Ste 370
Honolulu, HI 96816
Serving: All Hawaii Residents!
All of Oahu, Hawaii, Maui, Kauai, Lanai, and Molokai.
New York-Tri-State Area
16 Arcadian Way, Ste C4
Paramus, NJ 07652
Serving: New York-Tri-State Area
New York, New Jersey, Connecticut, Pennsylvania
Austin Area
6500 River Place Blvd
Suite 250, Bldg 7
Austin, TX 78730
Serving: Austin, TX
West Lake Hills, Tarrytown, Lakeway, Steiner Ranch, River Place, Barton Creek, Rollingwood.
Southern Tier of New York
Serving: Binghamton and the Southern Tier of New York
Binghamton, Corning, Elmira, Hornell, Olean, Salamanca, Dunkirk, Jamestown.
For those looking for a retirement planner or financial advisor near them, our team understands you are probably looking to build a real relationship with your team. We love to meet our clients on their terms: face-to-face, via video conferencing, or on the phone.
Get to know your advisors on a personal level. When you need help with wealth management, retirement planning, or any financial planning support, we are here for you. Want to hear more? If you are looking for “financial advisors near me”, look no further. Schedule a free 10 min consultation to see if we are the right fit for you.