Fiduciary

Holistic Planning - Kansas City

Mission, Kansas

★ 5.0 (12 reviews)
Call (816) 791-0900 Visit website →

About

Holistic Planning is a fiduciary financial advisory firm based in Mission, Kansas, serving clients in the Kansas City area. The firm offers financial planning, investment management, tax strategy, retirement planning, estate and trust planning, insurance and risk management, business retirement planning, and financial behavior coaching, with a planning-first approach that integrates investments, taxes, and estate considerations. Mitchell Smith and Kyle Hogan, both CFP® professionals, lead the practice; the firm also employs at least one CPA. Operating on a fiduciary basis, the firm does not earn commissions on insurance recommendations and emphasizes long-term, client-focused relationships.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CPA

Certified Public Accountant

Accounting and tax expertise, valuable for tax-focused financial planning

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★5.0(6)

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CPA

Adams Brown is a CPA firm based in Great Bend, Kansas, offering financial planning, tax, accounting, audit, and consulting services to businesses, nonprofits, and individuals. The firm serves specialized industries including agriculture, construction, healthcare, local government, and manufacturing, and provides advisory services such as business valuation, fraud prevention and examination, succession planning, merger and acquisition support, and litigation assistance. The firm employs specialized CPAs with industry-specific knowledge and uses a proprietary operating system framework to help business owners clarify vision and achieve measurable performance.

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