Certified Wealth Management For Individuals

There are so many designations: from CPA, CFP®, CRPC®, and more! What is certified wealth management? How do you decide what is right for you?

Which Do I Need? Some Type Of Certified Financial Advisor or What?

As your financial picture grows and evolves, you will want to add other financial planning and management areas. When we start to research the type of services we think we need, it can be a rabbit hole of advice-givers telling you what you need and have to have. There is lots of great advice out there about finding fiduciaries and looking for suitable fee structures, but when it comes to the certifications of those you are working with, what do you really need? Do you need certified wealth management and what is it?

What Certified Financial Advisor Do I Need

While the specific certification can matter, it is more important for the person you are working with to have both experience and education in the type of financial planning that you need.

That is why we have a team of knowledgeable Wealth Managers with years of experience in various financial planning and wealth management areas. In our experience, those looking for financial advice and wealth management are looking for people with some type of “certified” credential. Why? These designations give a level of comfort and trust that the person you are working with has the education and has adhered to ethical guidelines.

At The Retirement Planning Group, our team has experience in tax preparation, wealth management, portfolio management, investing, retirement planning, and more. Here are just a few designations we have on our team:

  • Chartered Retirement Planning Counselor (CRPC®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst® (CFA®)

A CERTIFIED FINANCIAL PLANNER™ (CFP®) deals more often with individuals and financial planning strategies rather than analysis. Individuals often work with a wealth manager or financial planner who holds the CERTIFIED FINANCIAL PLANNER™ certification or Chartered Retirement Planning Counselor℠ (CRPC®) designation.

A Chartered Financial Analyst® (commonly abbreviated to CFA®) is a designation for those with expertise in portfolio management, investment strategies, and specific business concentrations1. They may more commonly work with a business on financials and analysis.

All Certified Public Accountants are accountants, but not all accountants are CPAs. Some common areas of expertise Certified Public Accountants have are:

  • Auditing and review
  • Tax preparation and consulting
  • Consulting services
  • Financial planning

We believe in building a professional team around you of qualified and attentive personnel, ready to help you navigate every step of your wealth management plan — from retirement planning to portfolio management, even cash flow analysis, and tax preparation and filing.

1 — Forbes
Wealth Managers Near Me

Wealth Managers Near Me

Looking for a wealth manager near you?

We have offices located in Leawood, KS (Kansas City), Chesterfield, MO (St. Louis), Springfield, MO, Ohio’s Greater Cleveland Akron area, and Denver, CO.

While our offices are located throughout the Midwest, we serve clients across the United States: from California to Ohio and Washington to Florida. Our team knows how to support those looking for wealth management strategies. Contact us to see if there is a fit for you and your stage of wealth planning.

Why you need a fiduciary in your wealth management plan

Simply put – for peace of mind.

Wouldn’t it be nice to know that your advisor is always acting in your best interest? At The Retirement Planning Group, our entire team takes on a full-time fiduciary role. There are no investment commissions, no backdoor soft-dollar investment arrangements – just honest, transparent advice. No matter if you are high income, high net worth, or just starting out.

If you aren’t working with a full-time Fiduciary, it’s time to make the switch and see the difference.

Fiduciary in your wealth management plan

Start building your future with your wealth management plan for your high income or high net worth assets. Contact us today to determine if you could benefit from a wealth management strategy. Our team of fiduciary wealth planners would love to discuss your goals and see if there is a fit.

Get started today, schedule your free appointment!