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Introduction
We are a comprehensive wealth management firm with two Kansas City locations focusing on all aspects of personal financial planning. We are also a Registered Investment Adviser, meaning we follow a fiduciary standard. Our fee-only structure, where we are compensated by a percentage of the assets we manage, enables us to provide advice that is free of bias. Our legacy as a CPA firm makes us uniquely qualified to sell advice and not products.
Contact Info
Address:
2101 Burlington Street
North Kansas City
MO 64116
United States
North Kansas City
MO 64116
United States
Tel:
913-381-7411
Website:
http://www.windwardfp.com
Offering
- Fee-only financial planner
- fee-only comprehensive wealth management
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | 8:30 am | 5:00pm | ||||
| Tuesday | Open | 8:30 am | 5:00pm | ||||
| Wednesday | Open | 8:30 am | 5:00pm | ||||
| Thursday | Open | 8:30 am | 5:00pm | ||||
| Friday | Open | 8:30 am | 5:00pm | ||||
| Saturday | Closed | ||||||
| Sunday | Closed | ||||||
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