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

Lee’s Summit Team

Manhattan and Clay Center

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

Raymond James is not affiliated with any of the companies mentioned.