Why Local?

Every member of the Kansas City Financial Advisors Network lives and works in the greater KC metro area. We operate our businesses here, raise our families here, and engage with the very same communities that you do. Each of us knows and loves this great city. We understand its wonderful benefits as well as its unique challenges, and love working with the people who have also chosen Kansas City as their home.

We Know Kansas City Financial Planning

True financial planning goes well beyond what you’d get from a large brokerage firm or robo-advisor. It means understanding the nuances of where you live and work.

Local Employers & Networks

From Cerner to Sprint/T-Mobile to the St. Luke’s Health System, we already have intimate knowledge around the employee benefits packages and retirement plans of many of the metro’s largest employers. That translates to better, quicker advice.

Thinking of a career move? Many of us focus on particular industries and understand the local scene, so can help you work through the pros and cons of your decision and ensure your compensation is reflective of the local market.

Are you self-employed or a small business owner here in Kansas City? We are too! We are in a great position to provide advice about your business as well as help you to develop important business relationships out of our own personal contacts.

Housing

Perhaps you need financial advice about buying or selling a house. Working with a financial planner located right here in Kansas City means having someone who is familiar with the local housing market and able to provide more tangible advice.

Taxes

Being right on the border of Missouri and Kansas, there are some unique tax challenges that come with living here. Filing tax returns in both states? Should you plan for the local Kansas City income tax? How do Missouri and Kansas treat 529 savings plans? We have the experience to help guide you through.

Local Partnerships

Your financial life includes a host of other professionals, such as accountants, attorneys, insurance agents, realtors, and mortgage brokers. Having all of these professionals work closely together results in better financial and personal outcomes. Since we are all local to the Kansas City area, we have developed relationships with many other professionals over our careers.

Real People, Real Trust

Though some members of the Kansas City Financial Advisors Network do serve clients nationwide virtually, the majority of our clients are local and we all enjoy the opportunity to meet with clients in person when possible. Meeting face to face allows us to develop a deeper and more personal relationship with clients, which often means that clients have a greater degree of trust in the financial advice that we give. Being fee-only financial planners who operate independently helps to increase that trust even further. Local clients also tend to remain clients for longer periods of time, which benefits both them and the advisor.

Ready to find the right KC financial advisor for you? Head over to the advisors page to get started.