Oread Wealth Partners

Our financial advisors in Leawood go beyond traditional financial planning to deliver a truly comprehensive wealth management experience. What sets us apart? - Fiduciary, Fee-Only Approach – We always act in your best interest, with no hidden commissions or conflicts of interest. - Integrated Financial Services – From investment management and estate planning to tax strategies and trust services, we provide holistic solutions under one roof. - Personalized, Goal-Based Planning – Your financial journey is unique, and so is our approach. We craft tailored plans to help you achieve your life goals, not just financial benchmarks. - A National Firm with a Local Touch – While backed by a national team of experts, our Leawood advisors provide a personalized, boutique experience with deep knowledge of the Kansas City community. Let’s build your financial future—your life’s work deserves a comprehensive plan. Schedule a consultation today!

Waddell & Reed Leawood is a financial services firm located in Leawood, Kansas, dedicated to providing expert wealth management and financial planning solutions. The company's knowledgeable professionals are focused on guiding clients through their financial journeys with tailored strategies and personalized service. With a commitment to fostering trust and building lasting relationships, Waddell & Reed Leawood aims to empower clients to achieve their financial goals. Their comprehensive suite of financial products and services is designed to meet a diverse range of client needs. Generated from the website

Halyard Financial, based in Grandview, MO, offers fee-only financial planning services specifically tailored for early retirees, helping them navigate the critical 5-10 year gap before Medicare and Social Security eligibility. The firm prioritizes a holistic approach to financial planning, emphasizing organized and proactive strategies that foster financial independence and peace of mind. Founded on the principle of delivering genuine value, Halyard Financial focuses on personalized guidance that transcends mere investment advice, aiming instead to enable clients to achieve their ideal lifestyles. By analyzing all financial aspects through a tax-focused lens, the firm develops actionable plans that empower clients to make informed decisions for a secure financial future. Generated from the website