Kansas City is home to a diverse range of investment management firms that cater to various financial needs, from wealth preservation to retirement planning and real estate investments. Whether you’re an individual seeking personalized financial guidance or a business owner looking for strategic wealth management, these firms offer tailored solutions to help you achieve your financial goals. Below is a curated list of reputable investment management firms in Kansas City, complete with their services, contact details, and descriptions.
List of Investment Firms in Kansas City
- Cramer Capital Management LLC
- Windward Private Wealth Management Inc.
- Retirement Planning Kansas City
- HDQ Wealth
- JLL Income Property Trust
- Sarver Vrooman Wealth Advisors
- Martin Financial Group
- BOK Financial
- Buttonwood Financial Group LLC
- Baird Private Wealth Management
1. Cramer Capital Management LLC
Cramer Capital Management LLC is a five-generation family-owned and operated financial planning firm based in Smithville, Missouri. With a relationship-focused approach, they offer customized financial solutions for individuals and businesses, including retirement planning, investment management, tax planning, insurance coverage, estate planning, and education savings. Powered by Cetera Advisor Networks’ AdviceWorks platform, they combine innovative technology with direct advisory services to provide transparency and convenience for clients. Their commitment to the community is reflected in their active involvement with local organizations and social initiatives, as well as their dedication to empowering clients through personalized education and strategies, enabling them to confidently achieve their financial goals.
🔹 Services: Investment Management, Retirement Planning, Tax Planning, Estate Planning, Education Savings
📍 Address: 1300 NW Briarcliff Pkwy Ste 120, Kansas City, MO 64150
📞 Phone: (913) 948-6770
🔗 Website: Cramer Capital Management
📧 Contact: [email protected]
2. Windward Private Wealth Management Inc.
Windward Private Wealth Management is an independent, fee-only financial advisory firm based in the Kansas City area, offering personalized wealth management services to individuals and families at various life stages. As a fiduciary and SEC-registered investment advisor, Windward is legally obligated to prioritize clients’ interests, providing services such as retirement planning, tax optimization, investment management, and legacy planning. Their team of Certified Financial Planners (CFPs) and Certified Public Accountants (CPAs) collaborates to create customized financial strategies, aiming to preserve capital, reduce taxes, and ensure clients do not outlive their savings.
🔹 Services: Investment Management, Retirement Planning, Tax Optimization, Legacy Planning
📍 Address: 851 NW 45th St Suite 106, Kansas City, MO 64116
📞 Phone: (913) 381-7411
🔗 Website: Windward Private Wealth
📧 Contact: [email protected]
3. Retirement Planning Kansas City
RetirementPlannerKansasCity.com, operated by V Wealth Advisors, LLC, offers comprehensive financial planning services tailored to individuals and small businesses in the Kansas City area. Their approach encompasses a wide range of topics, including investment and retirement planning, income tax strategies, budgeting, insurance and risk management, employee benefits, Social Security optimization, estate planning, and special needs planning. The firm follows a three-step process: initiating with a conversation to define long-term financial goals, followed by designing a customized strategy that manages risk, fees, and taxes, and concluding with ongoing monitoring and annual reviews to ensure clients remain on track.
🔹 Services: Investment Management, Retirement Planning, Tax Strategies, Estate Planning
📍 Address: 1300 Baltimore Ave #2526, Kansas City, MO 64105
📞 Phone: (913) 721-6997
🔗 Website: Retirement Planner Kansas City
📧 Contact: [email protected]
4. HDQ Wealth
HDQ Wealth is a holistic financial services firm based in Kansas City, Missouri, offering wealth management and financial planning services nationwide. As a registered investment advisor, HDQ Wealth provides a full range of services, including holistic financial planning, investment management, estate planning and tax strategy formulation, as well as risk protection and family office services to individual and business clients. Led by Harrison D. Quinn, CFP®, the firm emphasizes a personal and creative approach to helping clients build and transfer wealth between generations.
🔹 Services: Investment Management, Financial Planning, Estate Planning, Business Consulting
📍 Address: 1100 Main St UNIT 400, Kansas City, KS 66211
📞 Phone: (913) 283-4423
🔗 Website: HDQ Wealth
📧 Contact: [email protected]
5. JLL Income Property Trust
The JLL Income Property Trust (JLLIPT) website presents an institutionally managed, daily NAV real estate investment trust (REIT) that offers investors access to a diversified portfolio of high-quality commercial properties across the United States. With a total asset value of $6.5 billion and a portfolio comprising 137 properties, JLLIPT focuses on generating income, preserving capital, and achieving net asset value (NAV) appreciation over time. The trust emphasizes intelligent diversification by investing across various property types—including residential, industrial, grocery-anchored retail, office, and healthcare—as well as geographic regions and tenant industries.
🔹 Services: Investment Management, Real Estate Investments, Portfolio Diversification
📍 Address: 430 W 7th St #219165, Kansas City, MO 64105
📞 Phone: (855) 652-0277
🔗 Website: JLL Income Property Trust
📧 Contact: [email protected]
6. Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors is a Kansas City-based fiduciary firm specializing in comprehensive wealth management for engineers, executives, and entrepreneurs. Their approach integrates personalized financial planning with disciplined investment strategies, focusing on capital preservation and modest growth. Utilizing tools like the Envision® planning process, they help clients align their financial objectives with tailored asset allocation and retirement income strategies. Recognized by Forbes as one of Missouri’s top wealth management teams in 2023, 2024, and 2025, Sarver Vrooman Wealth Advisors operates as an independent SEC-registered investment advisor.
🔹 Services: Investment Management, Financial Planning, Retirement Strategies
📍 Address: 9237 Ward Pkwy Suite 320, Kansas City, MO 64114
📞 Phone: (816) 601-1150
🔗 Website: Sarver Vrooman Wealth Advisors
📧 Contact: [email protected]
7. Martin Financial Group
Martin Financial Group is a trusted financial advisory firm providing personalized investment management and wealth planning services in Kansas City. Their experienced advisors work closely with clients to develop strategies that align with their financial goals, whether for retirement, estate planning, or wealth accumulation. With a commitment to transparency and client education, they ensure individuals and families make informed financial decisions. The firm leverages industry expertise to offer tailored solutions that adapt to changing market conditions.
🔹 Services: Investment Management, Wealth Planning, Retirement Strategies
📍 Address: 9800 NW Polo Dr #100, Kansas City, MO 64153
📞 Phone: (816) 891-7900
🔗 Website: Martin Financial Group
📧 Contact: [email protected]
8. BOK Financial
BOK Financial offers comprehensive investment management and private wealth services to clients in Kansas City. Their team of financial professionals provides tailored solutions, including portfolio management, retirement planning, and trust services. With a strong focus on client relationships, they deliver strategic advice to help individuals and businesses grow and protect their wealth. Their expertise spans various financial disciplines, ensuring holistic support for long-term financial success.
🔹 Services: Investment Management, Private Wealth, Retirement Planning
📍 Address: 1707 Grand Blvd, Kansas City, MO 64108
📞 Phone: (816) 881-8280
🔗 Website: BOK Financial
📧 Contact: [email protected]
9. Buttonwood Financial Group LLC
Buttonwood Financial Group LLC is a leading wealth management firm in Kansas City, offering investment advisory, financial planning, and retirement strategies. Their team of certified professionals works with clients to create customized plans that address their unique financial needs. Emphasizing a disciplined investment approach, they focus on long-term growth and risk management. The firm is dedicated to providing transparent, client-first service to help individuals and families achieve financial security.
🔹 Services: Investment Management, Financial Planning, Retirement Strategies
📍 Address: 3013 Main St, Kansas City, MO 64108
📞 Phone: (816) 285-9000
🔗 Website: Buttonwood Financial Group
📧 Contact: [email protected]
10. Baird Private Wealth Management
Baird Private Wealth Management provides personalized investment management and financial advisory services to high-net-worth individuals and families in Kansas City. Their team of experienced advisors offers comprehensive solutions, including portfolio management, estate planning, and tax-efficient investing. With a commitment to fiduciary responsibility, they prioritize clients’ best interests in every financial decision. Their tailored approach ensures that clients receive strategies aligned with their long-term objectives.
🔹 Services: Investment Management, Private Wealth, Estate Planning
📍 Address: 444 W 47th St STE 100, Kansas City, MO 64112
📞 Phone: (816) 480-4200
🔗 Website: Baird Private Wealth
📧 Contact: [email protected]
Choosing the right investment management firm is crucial for achieving financial stability and growth. The firms listed above represent some of the best options in Kansas City, each offering unique expertise and tailored services. Whether you’re planning for retirement, managing wealth, or seeking strategic investment advice, these firms provide the guidance needed to navigate complex financial landscapes. Explore their offerings, schedule consultations, and take the next step toward securing your financial future.
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