Fiduciary advisors in Lee's Summit, MO

Lee's Summit, Missouri

Lakeshore Wealth Management is a Missouri-registered investment advisor and fiduciary firm based in Lee's Summit that provides investment management and wealth management services with a focus on retirement planning. The firm works with clients to assess their current financial position and develop clear, straightforward retirement plans aligned with their goals. As an independent advisor, the firm operates in a fiduciary capacity to provide objective guidance on financial decisions.

Lee's Summit, Missouri

Next Bloom Wealth is a financial advisory firm in Lee's Summit, Missouri, offering financial planning, investment management, and tax planning services. The firm operates as a fiduciary with CFP® and CPA credentials on staff, including founder Ashley Dickson (CFP®) and Alex Borgardts (CPA, Personal Financial Specialist), and employs a structured planning process that integrates tax strategy with personalized wealth management. Services include customized financial planning, investment management aligned with overall financial goals, and proactive tax planning to address tax liabilities.

Lee's Summit, Missouri

NextGen Wealth is a financial planning firm in Lee's Summit, Missouri, founded and led by Clint Haynes, a Certified Financial Planner® with over 20 years in the wealth management industry. The firm offers estate planning, financial planning, and investment management services, with a focus on wealth management and retirement transition planning. NextGen Wealth works with clients to develop personalized financial plans addressing retirement readiness, tax strategy, and investment approach, and serves clients in the Kansas City area as well as virtually nationwide.

Lee's Summit, Missouri

Oak Road Wealth Management serves individuals and families in or approaching retirement with financial planning, investment management, and wealth strategy services. The firm operates as a fiduciary and is fee-only, earning no commissions and aligning its compensation with clients' long-term interests. The process begins with an assessment of client goals and financial circumstances, followed by development of an integrated strategy addressing retirement income, portfolio management, tax considerations, legacy planning, and asset protection, with ongoing review and adjustments as circumstances change.

Lee's Summit, Missouri

RetyrOne is an investment advisory firm in Lee's Summit, Missouri. Services include Retirement Planning. The office is open five days a week.

Lee's Summit, Missouri

StrongBox Wealth is an independent registered investment advisory firm located in Lee's Summit, Missouri, serving high-net-worth individuals, families, entrepreneurs, and business owners. The firm was established by two partners holding Certified Private Wealth Advisor® and Certified Financial Planner® designations, and offers financial planning and portfolio management with a focus on coordinating with clients' other professional advisors. The firm operates on a fiduciary basis, maintains independence from custodians and product providers, and structures its service around comprehensive financial assessment, tax-conscious planning, and regular client communication.

Lee's Summit, Missouri

The Donnelly Company is a tax and financial planning firm in Lee's Summit, Missouri, founded and led by Ken Donnelly, an Enrolled Agent with over 25 years of industry experience. The firm serves individuals and small business owners, offering retirement planning, tax preparation and planning, wealth management, estate planning, life insurance strategies, and financial alternatives. Ken Donnelly holds memberships in the National Association of Enrolled Agents, Missouri Association of Tax Practitioners, American Society of Tax Problem Solvers, and Missouri Society of Accountants, and previously served on the National IRS Taxpayer Advocate Panel.