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
November 15, 2021
Where to Save Your Next Available Dollar
Have your savings goals for the year been met? Learn which savings vehicle or account should receive your next available dollar – and in what order.Read the article
November 09, 2021
Buckingham Advisor Sue Stevens Named 2021 ThinkAdvisor Luminary Thought Leader
We’re pleased to share that Buckingham Strategic Wealth advisor Sue Stevens has been named as one of ThinkAdvisor’s 2021 Luminary Thought Leaders.Read the article
November 05, 2021
Buckingham Talks: What Build Back Better Means for You
Below is a replay of our Buckingham Talks webinar from earlier this week, as well as an update on what’s in and what’s out of the proposed legislation since we spoke about it.Read the article