Investment Management – Overland Park (KS)

Most business owners and high net worth individuals in Overland Park and across Kansas understand the importance of proactive financial planning and wealth management. In fact, it is an essential step to preparing for many of life’s big expenses such as paying for university or a wedding, purchasing a vacation home or preparing for retirement.

Despite the importance, many are uncertain about working with a financial planner because of concerns about being sold products instead of customized investment solutions based on your immediate priorities and long-term goals. For this reason, it is important to work with an investment advisor focused on developing a plan that addresses your individual needs and goals while integrating practical and effective solutions.

Wealth Management Experience – Overland Park (KS)

Adams Brown Wealth Consultants has years of experience assisting individuals in Overland Park and across Kansas navigate the complex financial planning landscape. With the sole focus of achieving your goals, protecting your wealth and finding holistic solutions to help get you there, our advisors work with you to determine the right investment vehicles for today – and beyond. Whether you have been investing for years or are just getting started, our advisors stand ready to help you navigate changing market conditions and work toward your goals with a holistic approach tailored for you.

Overland Park Wealth Management Services

  • Insurance & Risk Management – This includes disability income, life, long term care and key person insurance.
  • Financial Planning – Including cash flow, debt management, investment, retirement, estate and business succession planning.
  • Investment Services – Depending on your specific needs, this may include the setting up of various tax-deferred retirement saving accounts or brokerage accounts. Various types of investment vehicles are available including bonds, stocks, exchange-traded and index funds.

Map of Overland Park (KS)

Contact Our Overland Park Wealth Management Team

To learn more about our wealth management services, complete this form, and we’ll be in touch.

About Overland Park (KS)

The Overland Park business community is one of growth, innovation and collaboration. The city’s pro-business policies and commitment to fostering economic development have attracted a diverse range of companies, from start-ups to multinational corporations. This has created a dynamic ecosystem where businesses can thrive and expand their operations.

One of the key factors that contribute to Overland Park’s success is its exceptional workforce as part of the greater Kansas City metropolitan area. The city is home to a highly educated and skilled labor pool, thanks to its proximity to renowned educational institutions and a commitment to promoting lifelong learning. Businesses in Overland Park have access to a talented workforce that is equipped with the knowledge and expertise needed to drive innovation and fuel growth.