Independent Financial Planning and Investment Advice in Topeka, KS

OBJECTIVE ADVICE. TRANSPARENT FEES.

Expertise That Include the CFP® Credential

Since 1984, our Topeka-based Registered Investment Advisory firm has been serving individuals and institutions throughout Kansas, including Lawrence, Dodge City, and Hays. We serve as life consultants and seek to be the advisors you turn to whenever you have a financial question, no matter how big or small.

We believe that you are best served when your financial advisor puts your interests ahead of their own. That is why our financial advisors have attained highly regarded certifications such as the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. The CFP® designation is one of the few certifications that require advisors to maintain a fiduciary obligation to all clients at all times.

The CFP® designation is also widely known for its rigorous educational and experience requirements and its emphasis on holistic planning. Your financial goals aren't limited to your investment portfolio, and we believe your planning should address all the areas of your financial life.

Commission Free Advice Icon

Commission-Free Advice

Transparent Fee Structure Icon

Transparent Fee Structure

Fiduciary Responsibility Icon

Fiduciary Responsibility

Your Interests Icon

Your Interests
First

No Product Sales

No Product
Sales

No Refferal Fees Icon

No Referral
Fees

No Third Party Commissions Icon

No Third-Party Commissions

No Conflicts Of interest Icon

No Conflicts
of Interest

We were one of the first advisory firms in the region to become fee-only—a legacy that we are proud of. We embrace our fee-only status because it enables us to serve as your financial advocate. Unburdened by conflicts of interest, we can provide unbiased advice meant only to help you reach your goals.

Services

Financial Goal Planning Icon

Financial
Planning

Asset Management Icon

Asset
Management

Estate Planning Icon

Retirement
Planning

Tax Icon

Tax
Planning

Higher Education Icon

Higher Education Funding

Let's Chat

Let's see how we can help you achieve your financial goals. Use the form below to request a complimentary 30-minute discovery call.