We are a fee-only, independent financial planning and investment management firm located in the Kansas City suburb of Overland Park, Kansas. We have advisors located in Overland Park, Kansas, Naples, Florida and Phoenix, Arizona. We manage assets fSee More...
Dean Cherpitel, BA, ChFC
Legacy Wealth Planning was designed as a small boutique firm that provides holistic wealth management services for our clients. As a founding member of National Advisors Trust Company, we combine the trust expertise from them ... See More
John Seitzer, CFA, CFP, CPA, MBA
We provide Comprehensive Fee-Only Wealth Management Services to a limited number of qualified individuals. We help our clients Accumulate, Grow, Protect, Enjoy and Transfer their Wealth, allowing them to focus on othe ... See More
Petrovic Financial Services has been managing the financial assets of individuals and families for many years, not just those who call Kansas City home, but clients from across the country. Our firm covers the broad spectrum of investment management,See More...
Sandi Weaver, CFA, CFP, CPA
Petrovic Weaver Financial Services:
We provide fee-only financial planning and investment management. Fee-only means we do not accept commissions and we hold ourselves to a fiduciary standard. Our approach involves com ... See More
J. Randall Hedlund, BBA, BSEE, CFP, MBA
Sunrise Advisors is a fee-only RIA that partners with high net-worth individuals, families, and businesses to simplify and optimize their assets.
Leawood, KS 66224
Sunrise Advisors is a fee-only Registered Investment Advisor that partners with high net-worth individuals, families, and businesses to simplify and optimize their assets.
Davis Financial Management partners with our clients to help them achieve financial independence consistent with their goals and objectives.
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