UMB Private Wealth Management Center

Great Bend, Kansas

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.

Lyndon, Kansas

Independent RIA

Joshua Payne, Financial Planner - Payne Financial Strategies, Inc. is an independent ria firm in Lyndon, Kansas. It acts as a fiduciary. Services include Financial Planning. The firm specializes in Wealth Management. The office is open five days a week.

Mission, Kansas

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.

Manhattan, Kansas

Konza Wealth Advisors is an investment advisory firm in Manhattan, Kansas. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.