Kansas City

Proudly Serving Kansas City

Kansas City

420 W 98 St
Kansas City, MO 64114

el centro kansas city during a sunny day

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.

el centro kansas city during a sunny day

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Enjoy some of our latest resources

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    How Investor Expectations Are Driving Stock Prices

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  • September 11, 2023

    6 Steps to Plan for a Future Inheritance

    Whether you’re expecting a life-changing inheritance or not expecting anything from your loved ones, conversations about this topic can be uncomfortable. Planning early makes it easier to navigate the important steps to ensure a transfer of wealth goes smoothly.

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  • August 28, 2023

    Fee-Only and Fiduciary: What It Means for Your Financial Planning

    It’s important to partner with a financial advisor that aligns with your values, goals and objectives. However, it’s equally important to understand how your wealth manager is compensated.

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