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Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors is an independent, fee-only registered investment advisor based in Kansas City, Missouri, specializing in comprehensive retirement planning and wealth management. Founded by a team of experienced advisors, including Peter Vrooman, Jonathan Sarver, Thomas King, and Ron Dietz, the firm focuses on serving engineers, corporate executives, institutions, and entrepreneurs. Their approach integrates clients’ financial objectives into personalized plans, utilizing sophisticated investment tools and strategies to match clients’ goals with customized solutions. Services encompass retirement income planning, capital preservation, asset allocation, and guidance on concentrated stock positions and company stock options. The firm emphasizes ongoing client education and timely service, providing regular reviews and updates to ensure clients remain on track to meet their financial objectives. Advisory services are offered through Sarver Vrooman Wealth Advisors, a SEC-registered investment advisor.