Overview

As a CFP professional, we've developed our practice by focusing on financial planning (eMoney) and a premier client experience. Through these relationships and referrals we've been able to grow our practice organically. Over the past few years, we've successfully transitioned a retiring advisor from running his own practice into a valued team member of our firm. As we continue to grow, we're open to other acquisition opportunities should the culture be right.

Our team has AUM of $110M, focusing on private wealth management.

We believe communication is critical to any relationship, and would like the opportunity to visit with anyone interested in selling or transitioning in the Kansas City area over the next few years.

Last Activity
within 6 months

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