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
SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. (“RJFSA”) and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor's Pros geographic region. Ramsey Solutions is not a current client of Raymond James, and therefore this is an endorsement under the Advisers Act. RJFSA and its affiliates (collectively, “Raymond James”) do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.