Independent Financial Planning and Investment Advice in Topeka, KS

OBJECTIVE ADVICE. TRANSPARENT FEES.

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.

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.