Financial Advisors for High Net Worth Individuals

I help people feel organized, confident, and at ease about their money when life gets complicated.

I help business owners think through how their business, financial plan and portfolio should interrelate and how to exit gracefully.

I guide families and entrepreneurs on their journey to financial success and creating a passionate life.

I help families and first responders avoid retirement pitfalls—minimizing taxes, securing income, and managing investments wisely.

I help high-earning tech professionals turn equity into lasting wealth and simplify complex financial decisions across taxes, risk, and retirement.

I’m a fee-only fiduciary advisor helping individuals and families reach financial freedom through personalized, conflict‑free wealth management.

I work with families and business owners to create personalized financial plans that help make informed decisions and stay focused on long-term goals.

Simply put, Rockbrige helps people retire with peace of mind. We are a fee-only financial planning firm, meaning we are held to a fiduciary standard.

I partner with clients to gather, summarize and understand their current financial situation, how the future looks and how I may be able improve that.

Wealth management, financial planning, advanced tax strategies, & tax prep. A one-stop shop for retirees, biz owners, HNW families, & professionals.

We specialize in turning financial anxiety into financial peace.

I help individuals and families plan for reliable income and build a clear retirement plan—so they can focus on life’s meaningful moments.

I help people nearing retirement turn savings into a clear plan for income, taxes, and peace of mind—so they can retire with confidence.

I provide expert guidance to families & business owners on their journey to financial success.

I help Kansas City business owners and professionals plan for succession, business sales, and retirement with clarity and strategy.

We off comprehensive financial planning and investment management to high net worth households for a flat fee.

I provide expert guidance to families & business owners on their journey to financial success

We help successful individuals and families plan and manage all aspects of their finances, investments, and tax situation.

CFA with 10+ years’ experience crafting smart, goal-focused investment strategies that empower families to take control of their future.