Find a Financial Advisor in Liberty

Customized Wealth Solutions in the Kansas City Metro and Beyond

Our financial advisors in Liberty, MO help clients build, manage and preserve their wealth while defining and pursuing their unique goals.

We proudly serve the Kansas City Metro area, with an office located right on the Kansas City border in Liberty, a thriving community with a small-town feel and “Best Place” rating from numerous sources. We are proud of our community and thrilled to serve them.

With partners throughout the Midwest, we have the resources to help clients explore wealth solutions and strategies that will help them pursue the life they want.


Investment Management

Retirement Planning

Estate Planning


Investment Process: The Importance of Process in Your Investment Strategy

The Importance of Process in Your Investment Strategy

The investment process is the workhorse behind any sustainable investment strategy. It provides an orderly way to create and maintain a portfolio aligned with specific goals and objectives while seeking to manage investment risk.

10 Questions to Determine if Your Advisor Meets Standards

You may be in isolation, but that doesn’t mean you’re alone. Your team of professionals – from your advisor, to your insurance providers, to your bank – should be going to work for you in these unprecedented times. But how do you know if you’re receiving the value you should from your financial advisor? We put together 10 questions to help you determine how much value you’re receiving from your advisor.

The Family Budget: Financial Empowerment At Your Fingertips

The Family Budget: Financial Empowerment at Your Fingertips

Managing family finances has become more complex than ever as the economy, job market and family structures have all undergone dramatic changes in recent years. American families continue to evolve at a rapid pace, resulting in new and complex financial concerns and challenges. When is the last time you sat down to review your family budget? Read this free guide for important tips on budgeting, savings and insurance.


From Being Ready for Retirement?

Our Advisors

Kyle Whalley

Managing Partner, Wealth Advisor