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Showing 1 - 12 of 12 results
TORTOISEECOFIN INVESTMENTS, LLC
TORTOISEECOFIN INVESTMENTS, LLC
Overland Park, Kansas
100-499 employees
Tortoise is an independent investment advisor located in White Plains, New York that currently has over $1 billion in assets under management. We provide comprehensive financial planning and investment management advice to wealthy families and individuals across the country. Our investment philosophy emphasizes asset allocation, risk management, and a conservative, long-term approach. Our financial advice often touches all major financial areas of our clients’ lives. We believe that it is more important to maximize the probability of having enough money rather than striving to have the most money as our clients navigate their lifetime milestones. Our constant dedication to putting our clients first is the foundation of our extremely strong client relationships.
Retirement Benefits Rank
Market Leading
PRAIRIE CAPITAL MANAGEMENT GROUP, LLC
PRAIRIE CAPITAL MANAGEMENT GROUP, LLC
Kansas City, Missouri
25-49 employees
Prairie Capital Management, a SEC registered investment advisor, was established in 1995 in response to clients’ desire for objective, customized, and innovative investment management services. Today, Prairie Capital serves high net worth and ultra-high net worth individuals, family offices, foundations, endowments, and other institutions across the United States.
Retirement Benefits Rank
Market Leading
FAS WEALTH PARTNERS, INC.
FAS WEALTH PARTNERS, INC.
Leawood, Kansas
25-49 employees
At FAS Wealth Partners we look beyond the numbers to see the full picture, the whole person, and the primary purpose of your money. We specialize in financial planning and tailored investment solutions within a personalized, concierge experience: our experienced advisers/CERTIFIED FINANCIAL PLANNERS™ (CFP®) offer guidance for your investment portfolio and your unique estate, tax, and family needs. For more than 40 years we have partnered with high-net-worth individuals and families across the U.S.—providing independent and trustworthy recommendations aligned with our clients’ personal and financial life goals. Learn more at FASWealthPartners.com.
Retirement Benefits Rank
Market Laggard
MITCHELL CAPITAL MANAGEMENT CO.
MITCHELL CAPITAL MANAGEMENT CO.
Leawood, Kansas
1-24 employees
As you live with intention, we invest with intention. Our focus on loyalty and integrity allows us to engineer a portfolio customized for you. Our methods are traditional, time-tested and rooted in the proven principles of Benjamin Graham — and we’ve applied it to the modern market. We’ve built our firm on a foundation of listening to our clients and rolling up our sleeves, day in and day out. We believe in investment over speculation, logic over trends and wisdom over fads. We approach capital management with discipline and discernment, rolling up our sleeves for our clients every day. Our talented team puts sound, a wise investment strategy to work for our clients, stewarding their assets and delivering peace of mind. Contact us: (913) 428-3222 #LogicOverTrend #InvestinYourDreams #MitchellCapital
Retirement Benefits Rank
Below Market
NUANCE INVESTMENTS, LLC
NUANCE INVESTMENTS, LLC
Kansas City, Missouri
1-24 employees
Value. Delivered. Nuance Investments is a classic value investment firm headquartered in Kansas City. Nuance was formed on the belief that the ability to outperform the broad stock market is predicated on a consistent and disciplined value investing approach. The Nuance investment team’s sole focus is generating investment returns for clients by diligently reviewing one company at a time on its own investment merits. Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.
Retirement Benefits Rank
Market Leading
WATEREQUITY INC
WATEREQUITY INC
Kansas City, Missouri
1-24 employees
WaterEquity is an asset manager exclusively focused on solving one of the most urgent issues of our time - the global water and sanitation crisis. We invest in financial institutions and enterprises in emerging markets delivering access to safe water and sanitation to low-income consumers, while offering an attractive risk-return profile to investors. Founded by award-winning entrepreneur Gary White and Matt Damon of Water.org and led by Dr. Paul O’Connell who brings 20 years of institutional asset management experience, the success of WaterEquity is built on decades of experience investing in water and sanitation in emerging markets, delivering proven social and financial returns.
Retirement Benefits Rank
Market Leading
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MURDOCK BANNER FINANCIAL GROUP, LLC
MURDOCK BANNER FINANCIAL GROUP, LLC
Warrensburg, Missouri
1-24 employees
Murdock Banner Financial Group is a financial services firm committed to helping our clients improve their long-term financial future. Our unique, team approach to planning with our customized programs are designed to help invest and conserve our clients’ wealth while delivering an unprecedented level of personalized care. Our team offers a variety of services for investment, retirement and insurance. Additional services include: pension analysis, social security maximization, family legacy analysis, college savings, long-term care planning and more! Should you have any questions or would like more information about our firm, please call us at 660.747.3522, or visit us online at www.murdockbanner.com. Investment Advisor Representatives offering securities and investment advisory services through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Principal/OSJ: 10955 Lowell, Suite 900, Overland Park, Kansas, 66210.
Retirement Benefits Rank
Market Leading
LEGACY FINANCIAL STRATEGIES, LLC
LEGACY FINANCIAL STRATEGIES, LLC
Overland Park, Kansas
1-24 employees
Legacy Financial Strategies is an independent financial planning firm providing the truly personal and trustworthy service you want from a financial advisor. Our fee-only advisors aren’t paid commissions, so when they make a recommendation, they’re motivated only by your needs. Every client relationship starts with a sit-down meeting where we establish an understanding of your or your business’s financial goals, risks, and obstacles. With a comprehensive view of your finances, we are able to offer actionable advice that will ensure a lasting impact. This data-driven, people-focused process has been improving the lives of our clients for over 20 years. Our fully customized plans help to eliminate financial anxiety so individuals, families, and businesses can focus on what’s important to them. No matter where you are in your financial journey, Legacy has the expertise and tools to help you find worthwhile solutions. Our services include financial planning, corporate retirement plan management, workplace education, and professional investment advice. Legacy Financial Strategies, LLC was founded in 2000 and has grown to be one of the most respected independent financial planning firms in Kansas City. As a registered investment advisor, Legacy’s areas of expertise include: - Retirement planning and income strategy - Professionally and actively managed investment portfolios - Corporate retirement plan design and management - Divorce financial planning - Stock options and executive compensation planning and strategy - Tax planning - Workplace financial education as an employee benefit through our “Futureproofed” program As a fiduciary, we put your interests above all else when making recommendations, hold ourselves to the highest standards, and never earn commissions. To learn more about what we do, please visit our website: www.legacykc.com.
Retirement Benefits Rank
Below Market
V CAPITAL MANAGEMENT LLC
V CAPITAL MANAGEMENT LLC
Overland Park, Kansas
1-24 employees
V Wealth Management is an independent wealth management firm which provides unbiased independent advice and personalized client service. We specialize in comprehensive financial and investment management for individuals, retirees, executives and business owners. Our in-depth knowledge and multiple services help our clients carefully manage their finances and retirement. The Financial Consultants at V Wealth are Registered Representatives with, and securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section. Investment advice is offered through WCG Wealth Advisors, a registered investment adviser. WCG Wealth Advisors and V Wealth are separate entities from LPL Financial. Third-party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or V Wealth and have not been reviewed by LPL Financial as to accuracy or completeness. Brett Lange CA Insurance Lic. #0D77697 Tim Carlin CA Insurance Lic. # 0F46788
Retirement Benefits Rank
Top Benefits
BK WEALTH MANAGEMENT LLC
BK WEALTH MANAGEMENT LLC
Prairie Village, Kansas
1-24 employees
Haddad Financial Services Inc is a financial services company based out of 411 Nichols Rd Ste 225, Kansas City, Missouri, United States.
Retirement Benefits Rank
Market Leading
WISE WEALTH, LLC
WISE WEALTH, LLC
Lees Summit, Missouri
1-24 employees
Wise Wealth is an Independent, Full-Service, Faith-based, Financial Planning Firm. Our firm name and the motto, "First Wisdom, Then Wealth," comes from Proverbs 24:3-4. "Through wisdom a house is built, and by understanding it is established; by knowledge the rooms are filled with all precious and pleasant riches." Out of these verses also stems our firm's mission, "To guide investors on the path to financial significance - where they are free to give and serve and enjoy life like never before."
Retirement Benefits Rank
Market Laggard
PATHWAY FINANCIAL EDUCATION
PATHWAY FINANCIAL EDUCATION
Overland Park, Kansas
1-24 employees
Pathway Financial Education is a resource-driven training and education non-profit organization, headquartered at 18th & Vine Streets in the historic jazz district of Kansas City, Missouri. Pathway is committed to providing comprehensive financial training and education to small business owners and individuals.
Retirement Benefits Rank
Market Laggard