Dynamic Wealth

Overland Park, Kansas

Call (913) 663-4357 Visit website →

About

Dynamic Wealth is a fee-only fiduciary investment advisory firm in Overland Park, Kansas, founded by David Walsh, a CFP® with nearly 14 years of financial advisory experience and over 23 years as a business and estate planning attorney. The firm integrates financial, investment, and estate planning services, focusing on understanding clients' wealth purposes and long-term goals. Walsh currently operates the firm as its sole advisor but plans measured growth while maintaining a small-firm, client-centered approach.

Firm details

Languages
English
SEC registered
No
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