We began with one intention: To Serve the individual, not the institutional. Our firm has been offering clients investment management and financial planning insights for more than a quarter century. Founded in 1989 as a New York City based hedge fund, we moved our practice to Kansas City in 1999 and transitioned to offering individuals and families access to institutional level financial planning and asset management. Today, we're proud to be a fee-only firm with a fiduciary responsibility to put our clients and their needs first, always. We view every relationship as long-term and are proud to serve multiple generations of families. From Wall Street to Fortune 500 management, from MBAs to CFP^® professionals, our team brings a wealth of diverse experience to our firm and our clients.

Firm Start Year

No.of Employees

CRD#

Firm CRD#

Name of Custodial Firm

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Securities Licenses

Firm's Number of Clients

Firm's Number of Planning Clients

Assets Managed by Firm

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

BA - History