October Capital

Falcon Wealth Advisors LLC, based in Mission, KS, is a team of financial experts dedicated to simplifying and empowering clients in achieving their financial goals. As fiduciaries, they manage over $700 million for clients across 35 states, offering services in financial planning and investment management. Their approach focuses on enhancing financial literacy and providing personalized guidance to clients, ensuring a clear understanding of their financial plans and strategies. With a commitment to transparency and client empowerment, Falcon Wealth Advisors LLC aims to help individuals achieve their unique versions of financial success. Generated from the website

Atwood & Palmer Inc is a Kansas City-based financial firm that prioritizes transparency in its services, openly displaying its fee schedule to ensure clients are well-informed about their investments. With a minimum client investment of $2 million, the firm offers market value taxable and tax-exempt account management, with fees calculated quarterly based on the average daily market value of the preceding three months. With a commitment to providing clarity and accountability, Atwood & Palmer Inc allows clients to terminate their advisory agreement at any time, with prorated fees due as of the termination date. The firm offers negotiable fees for accounts exceeding $10 million, and clients have the option to have fees charged directly or deducted from their account.Generated from the website

D.A. Davidson is a trusted financial services firm based in Kansas City, offering a wide range of expertise to clients across the nation. Specializing in wealth management, capital markets, investment banking, trust, and asset management strategies, the firm provides comprehensive solutions tailored to individual needs. With a focus on delivering top-notch services, D.A. Davidson is committed to helping clients achieve their financial goals through sound advice and innovative solutions. Whether in wealth management or investment banking, the firm's experienced professionals are dedicated to providing exceptional support and guidance. Generated from their website's infomation