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Wealth.
Managed.
Well.
It all starts with you and your unique goals.
Kansas & Arkansas Personal Financial Planning, Retirement Planning and Wealth Management
There are two kinds of wealth consultants in the world. Some have numerous financial products to sell. Others are like bonsai artists who create something unique and beautiful, just for you.
Adams Brown Wealth Consultants is the latter, going above + beyond to help you use your wealth to live the kind of life you want. We take a holistic approach to wealth management services, looking at all aspects of your financial health. This includes personal financial planning, estate planning services, insurance and risk management, group benefits and retirement plans and collaborating with Adams Brown, Strategic Allies and CPAs, on providing tax and financial planning.
A Team of Credentialed Financial & Wealth Advisors
To best serve clients, our team consists of advisors with numerous credentials, including:
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- Accredited Investment Fiduciary® (AIF®)
- Certificate of Education Achievement in Estate Planning (CEA)
- Certified Financial Planner (CFP®)
- Certificate in Blockchain and Digital Assets (CBDA)
- Certified Plan Fiduciary Advisor (CPFA)
- Certified Public Accountant (CPA)
- Chartered Life Underwriter (CLU)
- Chartered Retirement Planning Counselor (CRPC)
- Financial Planning Specialist (FPS)
- Insurance Agent License (Life and Health)
- Personal Financial Specialist (PFS™)
Resources From the Wealth Blog
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Let's explore how we can go above + beyond for you.
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