Overview

Fee only RIA in Overland Park, KS. Currently we have an advisor with their CPA, an advisor with their CIMA, and a third advisor finishing the CFP. We work with approximately 200 households but have established a niche among doctors and small business owners. Investment management ranges from asset allocation with Dimensional Funds to tactical strategies using ETFs. We work with one third party hedge fund and offer a few private equity opportunities through the primary and secondary markets.

Last Activity
6 months or more

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