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

  • June 27, 2022

    Managing Your Digital Legacy

    We are all familiar with the benefits estate planning can provide. Yet, an often-overlooked part of estate planning is defining how our heirs should manage our digital assets after we pass or become incapacitated.

    Read the article
  • June 21, 2022

    Tax-Loss Harvesting: Making Lemonade out of Lemons

    Although market downturns are inevitable and expected, they are never pleasant to experience. On the bright side, these dips present an opportunity to make the proverbial lemonade out of lemons by allowing Uncle Sam to share the pain. This is accomplished through a process called tax-loss harvesting. Buckingham Wealth Advisor Kent W. Schmidgall, CFP®, CKA® will break down this strategy into the three “P”s: principle, process and payoff.

    Read the article
  • June 06, 2022

    The Human Side of Financial Planning

    Buckingham Wealth Advisor and Registered Life Planner® Ken Rosenbaum explains how utilizing an advisor who specializes in Life Planning can help you live your most rewarding, authentic and full life.

    Read the article

Enjoy some of our latest resources

  • June 27, 2022

    Managing Your Digital Legacy

    We are all familiar with the benefits estate planning can provide. Yet, an often-overlooked part of estate planning is defining how our heirs should manage our digital assets after we pass or become incapacitated.

    Read the article
  • June 21, 2022

    Tax-Loss Harvesting: Making Lemonade out of Lemons

    Although market downturns are inevitable and expected, they are never pleasant to experience. On the bright side, these dips present an opportunity to make the proverbial lemonade out of lemons by allowing Uncle Sam to share the pain. This is accomplished through a process called tax-loss harvesting. Buckingham Wealth Advisor Kent W. Schmidgall, CFP®, CKA® will break down this strategy into the three “P”s: principle, process and payoff.

    Read the article
  • June 06, 2022

    The Human Side of Financial Planning

    Buckingham Wealth Advisor and Registered Life Planner® Ken Rosenbaum explains how utilizing an advisor who specializes in Life Planning can help you live your most rewarding, authentic and full life.

    Read the article