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 products, 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, or a potential conflict of interest, we will inform your 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 are the sole source of payment for services by clients. We do however occasionally refer a client for a retail mutual fund purchase or for an insurance (commissioned based) product such as life insurance or an annuity, to our sister company Bagby Financial Services Inc. The order filled there results in a commission, generated and paid to that affiliated company. No referral fees or any part of the commission are paid to Bagby Wealth Management.

***No obligation means you have to hire us in writing. Until you sign an agreement employing us we are not engaged and cannot charge you fees.