Independent Financial Planning and Investment Advice in Topeka, KS


Proud Members of the Financial Planning Association

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.

As members of the Financial Planning Association (FPA), our CERTIFIED FINANCIAL PLANNER™ professionals will work with you to develop a realistic plan based on your financial and personal goals. Our CFP® training means we look at the big picture of your finances so we can provide detailed strategies to meet your goals. And we will do this while upholding our fiduciary obligation to put your interests ahead of our own.

Our goal is simple: to provide objective, ongoing planning that relieves you of the responsibility of managing your finances so you can enjoy the other areas of your life.

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Commission-Free Advice

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Transparent Fee Structure

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Fiduciary Responsibility

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Your Interests

No Product Sales

No Product

No Refferal Fees Icon

No Referral

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No Third-Party Commissions

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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.


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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.