Experience, resources and guidance at your service
At Beyond Wealth Advisors we have a passion to help our clients live a fulfilled life personally professionally, financially and spiritually.
Lee’s Summit Team
Manhattan and Clay Center Team
We recognize that every client has unique financial needs and objectives and we enjoy helping them chart a course to guide them along their journey from success to significance.
With locations in Lee’s Summit, Missouri, Manhattan and Clay Center Kansas, our team serves a diverse mix of individuals, families, retirees, business owners and nonprofit organizations.
Our Vision
To build an organization of leaders capable of and fulfilled by advancing the values, services and purpose of Beyond Wealth Advisors.
Our Purpose
To help clients navigate their journey of significance toward living a fulfilled life personally, professionally, financially and spiritually.
Our Team
Banking and lending solutions provided by Raymond James Bank. Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.