Broker Check

Our Advantage

When it comes to choosing an advisory firm, bigger isn’t always better. At many larger institutions, it’s all too easy for clients to be considered just a number, and in many cases, client needs are often overshadowed by products. In contrast, we unite the access to, and resources of a leading brokerage firm with the personal attention of a boutique practice. It’s the best of both worlds.

Many financial advisors don’t work hand in hand with their client's tax professional.  We take a different approach and work with strategic partners that are uniquely qualified to take advantage of the tax code and implement tailored solutions that maximize your wealth. When you work with our team, you will experience the difference of a dedicated, caring, and responsive advisory staff that truly has your best interests in mind.

Our Strategic Partners

Bradley E. Hammel CPA, PA

Bradley E. Hammel, CPA

Topeka, Kansas

American Eagle Tax Inc.

David Donnelly, EA

Topeka, Kansas

Steven Ridpath, CPA

Topeka, Kansas



Money Matters Tax and Financial Services, Inc.

Marilyn Matthews, EA

Smithville, Missouri

Windler and Windler, CPA’s, PC

Marti Windler, CPA, CFP

Grandview, Missouri

William Sunderland, CPA, PC

Bill Sunderland, CPA, CFP

Independence, Missouri


The Albin CPA Firm, LLC

Matthew Albin, CPA

Independence, Missouri

Harmon Financial and Tax Services, LLC

Tammy Harmon, EA

Topeka, Kansas