Broker Check

Our Partnered Approach

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 who are qualified to take advantage of the tax code and implement tailored solutions that can 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.


Independence is key. Free from the constraints of outside interests, our firm operates exclusively on your behalf—symbolizing our commitment to your success and enabling us to pursue your goals as our own.


Integrity empowers us to provide truly objective advice and build solutions optimized for your success. While financial products may come and go, trusted relationships and custom solutions will stay the course. 


Trust is built over time. Whether celebrating successes or navigating uncertain markets, our team will walk beside you through all stages of your journey, earning your trust and delivering trusted solutions.

Our Strategic Partners

Bradley E. Hammel CPA, PA
Bradley E. Hammel, CPA
Topeka, Kansas

The Albin CPA Firm, LLC
Matthew Albin, CPA
Independence, Missouri

Harmon Financial and Tax Services, LLC
Tammy Harmon, EA
Topeka, Kansas

Paul A. Honaker, CPA, PA
Paul A. Honaker, CPA
Topeka, Kansas

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