Kansas City
Proudly Serving Kansas City
Kansas City
420 W 98 St
Kansas City, MO 64114
![el centro kansas city during a sunny day](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/Buckingham_KC_Location_Image.png?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370766&s=d0cef1763a5536a680674ca94e4a93b1)
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](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/Buckingham_KC_Location_Image.png?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370766&s=d0cef1763a5536a680674ca94e4a93b1)
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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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Tim Helsel
Retirement Solutions Advisor
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Emma Von Weise
CFP®
Associate Wealth Advisor
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Adam Dunavant
Associate Wealth Advisor
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Christina Keys
CFP®
Associate Wealth Advisor
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Jordan Priddy
CFP®, EA
Associate Wealth Advisor
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Brian Mayfield
CRPC®
Advisory Team Director
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Kim Brown
Advisory Team Associate
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
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Enjoy some of our latest resources
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July 15, 2024
5 Ways to Plan For Estate Tax Law Changes
The Tax Cuts and Jobs Act estate tax exemptions amounts are set to sunset at the end of 2025. Wealth Advisor Amanda Otto explores tax-saving options and strategies you can take before the new rules go into effect.
Read the article -
July 10, 2024
Quarterly Outlook: Inflation Eases, Recession Risk Falls
Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Our Quarterly Outlook explores what may lie ahead for markets and the economy.
Read the article -
July 01, 2024
Selecting Individual Stocks? 4 Questions to Consider
Picking stocks that will outperform the broader market has been an ambition of investors for years. But is that truly the best strategy for investors?
Read the article