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Beyond Wealth logo — Helping people go beyond wealth and put their resources towa...

Beyond Wealth

Helping people go beyond wealth and put their resources toward building a better life.

Founded 2019 United States Overland Park, United States 13 employees Finance, Financial Services

General Information

Company Name Beyond Wealth
Founded Year 2019
Location United States Overland Park, United States
Employees 13
Industries Finance, Financial Services
Social

BounceWatch is an independent company data service, not affiliated with Beyond Wealth. To contact Beyond Wealth, visit beyond-wealth.com.

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About Beyond Wealth

Beyond Wealth is a fiduciary financial advisory firm helping people go beyond wealth and put their resources toward building a better life. Based in Overland Park, KS, we serve clients throughout the Kansas City metro area, particularly mid-career professionals and business owners. Typically, financial advisors present a standard plan for clients to follow. Not us. Our focus is collaboration and education. Together, we will come up with three scenarios to reach your goals: the good, the better, and the best. And while the best financial plan may seem obvious, we will take the time to make sure you understand the tradeoffs. As a comprehensive wealth management firm, investment management may not be our only focus, but it is an integral part of every client’s financial plan. Your investments are so important that we will never outsource them to a third party. Your portfolio will be managed by our in-house investment team and built around your goals. Our independent advisory firm offers an array of services to help tackle all parts of your financial life. Our fiduciary recommendations are based on what you need, rather than handing you a one-size-fits-all package. • Financial goal planning • Cash flow planning • Investment analysis and risk review • Investment management • Tax planning • Insurance analysis and protection strategy review • Retirement analysis • Employee benefits analysis and optimization strategy • Debt management • Education planning • Executive compensation planning To schedule a meeting, call (913) 871-7980 or visit us at https://www.beyond-wealth.com/schedule-a-call

No funding data available for Beyond Wealth yet.

Beyond Wealth Alternatives & Competitors

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Beyond Wealth vs
Beacon Financial Partners
Beacon Financial Partners United States

A financial firm in Cleveland dedicated to helping you build, protect and preserve your wealth.

21 employees
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Beyond Wealth vs
CGN Advisors, LLC
CGN Advisors, LLC United States

An independent, fee-only financial planning and SEC-registered investment advisor (RIA) firm with a...

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Beyond Wealth vs
Daybreak Financial Partners
Daybreak Financial Partners United States

Partnering with one another to best partner with you.

6 employees
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View all alternatives

FAQ About Beyond Wealth

Helping people go beyond wealth and put their resources toward building a better life.
Beyond Wealth was founded in 2019.
Beyond Wealth is headquartered in Overland Park, United States.
Beyond Wealth operates in Finance and Financial Services.
Beyond Wealth has approximately 13 employees.
Top alternatives and competitors to Beyond Wealth include Beacon Financial Partners, CGN Advisors, LLC, Daybreak Financial Partners, Gatewood Wealth Solutions, Truepoint Wealth Counsel. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Beyond Wealth and Beacon Financial Partners are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Beyond Wealth, https://bouncewatch.com/company/beyond-wealth, updated 6 January 2025. When citing, please name BounceWatch and link this page.

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