Skip to content
facebooklinkedinspotifyyoutubeenvelope
Beyond Wealth AdvisorsBeyond Wealth Advisors
  • Home
  • About
    • About
    • Our Values
    • Leadership
    • Advisory Team
      • Advisory Team
      • Lee’s Summit, MO
      • Manhattan, KS
      • Clay Center, KS
      • St. Louis, MO
    • Investment Team
    • Client Service Team
  • Who We Serve
    • Who We Serve
    • Private Wealth
    • Women Going Beyond Wealth
    • Retirees and Nearing Retirement
    • Business Owners
    • Families & Individuals
    • Sudden Life Events
    • Smartvestor Pro - Dave Ramsey
    • Endowments and Foundations
  • How We Serve
    • How We Serve
    • BWA Portfolio Design
    • Personalized Planning
      • Personalized Planning
      • Retirement Planning
      • Business Planning
      • Longevity Planning
      • Financial Planning
      • Education Planning
      • Insurance Planning
    • Estate, Charitable Giving & Trust
    • Investment Strategies
    • Beyond the Strategy
  • Podcast+
    • Podcast+
    • Podcast / Listen
    • Videos / Watch
    • Press Releases
    • RJ News Feed
    • WorthWhile
  • Contact us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Lees Summit, MO -AQM
    600 SW Jefferson Street Suite 208, Lee's Summit, MO 64063-3988 T: 816.246.8450 F: 816.246.8430
    Map and Directions Map and Directions
  • Manhattan, KS-AQM02
    555 Poyntz Ave Suite 280, Manhattan, KS 66502-0107 T: 785.537.4505 F: 785.537.9543
    Map and Directions Map and Directions
  • FENTON, MO - AQM10
    1461 Larkin Williams Rd Ste 203 Fenton, MO 63026-3026 T: 636.336.1743
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Family & Lifestyle
  • Topic
    • Education
    • Family
    • Women
  • Media
    • Article
What time is the right time for retirement?
Age may just be a number, but when it comes to retirement, it matters.
Retirement & Longevity
Are your important documents secure and accessible?
Keep your financial life organized with a thoughtful combination of digital and physical storage solutions.
Family & Lifestyle
Read
Read
Healthy, wealthy and wise
The connection between financial wellness and health can have benefits for your employees and your business.
Business Ownership
Assembling your wealth planning team
Whatever you envision for your wealth, it’s important to have professionals around you who share and support that vision.
Retirement & Longevity
Infographic: College majors for bright futures and lucrative careers
Take a glimpse into the most popular industries among college students to offer insight into what might be the most attractive fields today.
Family & Lifestyle
Read
Maintaining income after retirement
How your retirement savings can continue working for you.
Retirement & Longevity
Read
Embracing sustainability may benefit business
Explore tips for going green in the workplace.
Business Ownership

Are you ready? Let’s uncover the possibility of working together.

facebooklinkedinspotifyyoutubeenvelope
Beyond Wealth AdvisorsBeyond Wealth Advisors
  • 600 SW Jefferson Street Suite 208, Lee's Summit, MO 64063-3988
  • 816.246.8450
  • 816.246.8430
  • Map & Directions
  • Map & Directions
  • 555 Poyntz Ave Suite 280, Manhattan, KS 66502-0107
  • 785.537.4505
  • 785.537.9543
  • Map & Directions
  • Map & Directions
  • 1461 Larkin Williams Rd Ste 203 Fenton, MO 63026-3026
  • 636.336.1743
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Beyond Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use