Proudly Serving Kansas City
420 W 98 St
Kansas City, MO 64114
The Buckingham Kansas City team provides wide-ranging, comprehensive wealth management to business owners, equity law partners, professionals transitioning careers or into retirement, divorcees, widows and professionals with high, specialized compensation. We partner with our clients for life conversations ranging from your health to your wealth, your parents to your children, your careers to your passions and back again – it’s all incorporated to create your financial future. Together, we collaborate to understand you needs, identify opportunities and future needs and plan holistic strategies and solutions that will help you achieve your goals. Our team of advisors bring common sense professional insight to your financial decision-making process.
Our team collaborates with Buckingham’s national network of financial planning and investment specialists to implement strategies that solve for even the most complex financial needs. We also coordinate with your other key professional advisors, such as attorneys and CPAs, to provide integrated planning efforts to ensure we’ve covered all aspects of your financial life. The Kansas City team joined Buckingham in 2021 through its acquisition of The Planned Approach, where we have been serving as trusted advisors to clients in the area since 2002.We are proud to be invested in, and helping to grow, this community.
Enjoy some of our latest resources
May 06, 2022
Prepare Your Portfolio for Midterm Elections
How will the upcoming elections affect your portfolio? Buckingham’s Daniel Campbell offers three points to consider as America heads to the polls.Read the article
April 25, 2022
Leveraging Tax-Savings Opportunities with the Help of an Advisor
Buckingham Client Development Advisor, Amanda Merrill, breaks down four considerations to help maximize your tax-savings opportunities.Read the article
April 08, 2022
The Big Spend
COVID-19 created an economic impact. However, people today are still making luxury purchases and traveling around the world. The big spend is on!Read the article