Independent Advisory · Kansas City

Clear-headed advice for life’s biggest financial decisions.

Partners IC Advisory is an independent Kansas City firm helping individuals, families and institutions invest with discipline, transparency and a fiduciary commitment to your interests.

Schedule a Consultation Our Services

$1.2B+Assets advised

25+ yrsCombined experience

FiduciaryAlways, by duty

Advisors meeting with clients at Partners IC Advisory

What We Do

Advice for every stage of your financial life

Independent, fee-aware guidance built around your goals — not a product shelf.

💼

Wealth Management

Coordinated, ongoing management of your portfolio.

Personalized portfolios
Risk & tax awareness
Ongoing rebalancing

🏝️

Retirement Planning

A clear path to and through retirement.

Income planning
Social Security strategy
Withdrawal sequencing

📊

Investment Advisory

Disciplined, evidence-based investing.

Asset allocation
Portfolio construction
Performance review

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Estate & Legacy

Pass on more than just assets.

Beneficiary strategy
Charitable giving
Coordination with attorneys

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Institutional Advisory

Stewardship for organizations.

Endowments & foundations
Retirement plans
Investment policy

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Financial Planning

The full picture, one plan.

Cash-flow & budgeting
Insurance review
Education funding

Our Approach

A disciplined, transparent process

Listen

We begin by understanding your goals, obligations and what keeps you up at night.

Plan

We build a written plan with clear assumptions, trade-offs and expectations.

Steward

We manage, monitor and revisit your plan as life and markets change.

“They explained our options in plain language and built a plan we actually understand. For the first time, we feel in control of our finances.”
— Client, Kansas City

Let’s talk about your goals.

Call (816) 942-4020 or request a confidential consultation today.

Schedule a Consultation