4900 Main, LLC

Creative Planning, headquartered in Leawood, KS, is a leading financial services firm specializing in comprehensive wealth management for ultra-affluent and high-net-worth clients. Their extensive range of services includes investment management, strategic tax planning, estate planning, and family office services, ensuring that clients' financial needs are met with a personalized approach. With a team of over 525 certified financial professionals, Creative Planning manages a substantial portfolio of assets, providing tailored solutions that encompass retirement planning, business valuations, and charitable planning. Recognized as a top firm in the industry, they are committed to helping clients achieve their financial goals through innovative strategies and dedicated service. Generated from the website

ONE Advisory Partners, based in Overland Park, KS, is an independent Registered Investment Advisor dedicated to assisting busy professionals such as attorneys, corporate executives, and entrepreneurs in managing their complex financial situations. With over 20 years of experience, their team of CERTIFIED FINANCIAL PLANNER professionals provides comprehensive wealth strategies, including financial planning, retirement analysis, and tax optimization. The firm focuses on reducing financial uncertainty and freeing up valuable time for their clients, allowing them to confidently pursue their personal and professional goals. By offering a full suite of services, including investment strategy planning and lifestyle wellness resources, ONE Advisory Partners aims to empower clients to achieve financial independence while maintaining their busy lifestyles. Generated from the website

Royal Fund Management is a fee-only investment advisory firm dedicated to providing Independent Fiduciary Responsibility, ensuring that they act in the best interests of their clients without selling financial products or receiving commissions. Their individualized approach aims to help clients achieve their specific financial goals, including growing and protecting their 401(k) accounts. The firm emphasizes transparency and client education, offering detailed disclosure documents such as their Form ADV Part 2A, which outlines the services provided. Royal Fund Management focuses on safeguarding client investments while adhering to a strict policy of fiduciary duty. Generated from the website