Who We Are
We are a private wealth management firm providing fiduciary financial guidance to individuals, business owners, retirees and families in the Kansas City metropolitan area. Both in life and in business we are driven by our core values of honesty, integrity and respect. These values are the basis for everything we do, from our interactions with clients, to our customized process, to the recommendations we make that are at all times in the best interest of those we serve.
Meet Shaymond Schedule A CallOur mission is simple. We provide holistic financial advice to help our clients achieve their dreams for the future. We believe everyone should have access to sound financial advice and a personalized level of service. That is why we provide low-cost fiduciary financial guidance to working-class families, professionals and business owners, with no asset minimums. We create a clear pathway toward financial independence that is measurable and sustainable over time.
We are a Kansas City-based firm committed to serving local clients. We provide a hometown level of service driven by our Midwest values. We work and play alongside our clients, engaging with them both professionally and within the community. Yet we harness the backing, resources and knowledge base of large national firms, including:
We are part of Private Advisor Group (PAG), one of the largest and fastest growing Registered Investment Advisory (RIA) firms in the country. PAG provides us access to state-of-the-art technology, resources and efficiencies that allow us to focus on serving clients, with few distractions.
We are also on the LPL platform, which provides us with access to household-name money managers and industry-leading research. Through this relationship, we offer our clients an open architecture approach to building diversified portfolios and Model Wealth Portfolios to help them prepare for retirement and beyond.
We work with multiple custodial partners to safeguard our clients’ assets, including Fidelity, Schwab/TD Ameritrade and LPL.