Broker Check

Discover Why Our Independence Is Your Advantage

As a Registered Investment Advisory* (RIA) firm, we focus solely on serving your needs and acting in your best interest**. This provides you with the confidence you seek to pursue financial independence on your terms.

  • We have no obligations to financial product or service providers or fund managers.
  • We have no affiliations or ties to investment banking firms.
  • We have no proprietary products, cross-sell quotas or home-office directives that may lead to conflicts of interest. However, if we have a conflict of interest that arises, we will inform you of it.
  • We have no parent company or shareholders.

We simply spend our time developing customized strategies for the unique challenges you face.

Schedule a no-obligation consultation to learn how an independent approach to wealth planning may benefit you and your family.

*Note that registration with the state of Missouri, Kansas or any other state as an investment advisor does not imply a certain level of training or skill.

**Objective fee-based investment advice and wealth management services constitute over 99% of our revenue generated. Less than 1% of our revenue comes from commissioned products through an affiliated company, Bagby Financial Services, Inc. The 1% is generated, on occasion, when our advisors write a life insurance policy or use another commissionable product for a client through this affiliated company.