Kansas City
Proudly Serving Kansas City
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.

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Your Kansas City Team
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Kelly Hokanson
CFP®
Wealth Advsior
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Stephanie Guerin
CFP®
Wealth Advisor
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Brian Brush
CFP®
Wealth Advisor
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Becca Craig
CFP®, CSLP®, ABA
Wealth Advisor
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Emma Von Weise
Associate Wealth Advisor
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Adam Dunavant
Associate Wealth Advisor
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Kim Brown
Advisory Team Associate
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Christina Keys
CFP®
Associate Wealth Advisor
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.

Enjoy some of our latest resources
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September 21, 2023
How Investor Expectations Are Driving Stock Prices
For investors only looking at the returns of the S&P 500, it may seem like the economy is in a boom. This article explores why chasing the biggest returns in equity markets right now may not be the wisest choice.
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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.
Read the article -
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.
Read the article