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.

Enjoy some of our latest resources

  • November 21, 2022

    Inherited an IRA? Here’s Why Planning Distributions Early Matters

    If you’ve inherited an IRA recently, here’s what you need to know about planning distributions and keeping up with changing tax rules.

    Read the article
  • November 10, 2022

    The Great Retirement Debate

    In his latest venture, Jeff Levine has teamed up with financial heavyweight Ed Slott of Ed Slott and Company to launch a brand new, consumer-friendly podcast, The Great Retirement Debate.

    Read the article
  • November 07, 2022

    Top 10 Things to Do Before 2022 is Over

    Before you sing Auld Lang Syne and ring in the new year, Buckingham Wealth Advisor Alyssum Malone shares ten financial considerations you may want to take advantage of before the end of the year.

    Read the article