We have a belief that wealth management is a combination of effective investment management and strategic, individualized and ongoing financial planning. All of our advisors have one or more of the following: CPA, CFP, or CFA and are dedicated to the lifelong learning process. We receive clients only through referrals from existing clients or other professionals. With approximatley $400 million in assets under management, we are one of the largest fee-only firms in the Kansas City area, but never forget about personalized service to our clients.