Empowering Kansas City Residents with Comprehensive Retirement Planning

At Modern Wealth Management, we understand the significance of retirement planning and securing your financial future. Our Lenexa office has been providing retirement planning services to Kansas City residents for 25 years. Those services are designed to help you achieve financial freedom, confidence, and the leisure to enjoy life’s pleasures during your retirement years.

We recognize that your financial situation is unique, and your priorities are central to our planning process. You are the focal point of our efforts, and we take the time to understand what truly matters to you. As fiduciaries, we are duty-bound to recommend only what is in your best interest. Our commitment to objectivity ensures that your financial well-being is our top priority.

Our relationship with you is not a one-time transaction but a lifelong commitment. We are here to support you through every stage of your financial journey. Beyond advice, we are dedicated to helping you take concrete steps toward realizing your financial goals and dreams. Implementation is a key part of our service.

A Trusted Financial Partner

At Modern Wealth Management, our mission is to reimagine the delivery of financial advice. We’ve built our firm to anticipate and cater to the unique needs of Americans at every life stage, offering a full suite of wealth management services. Our team comprises experts specializing in various areas, including financial planning, tax planning and preparation, risk management, estate planning, and more. Our core focus is on providing you with the confidence to make informed financial decisions, the freedom from financial stress, and the time to savor the moments that matter most – confidence, freedom, and time.