Capitalizing on opportunities to preserve, grow, and transfer your wealth requires the sophisticated guidance of a professional who knows and understands your long-term goals.
With a team of over 20 financial advisors, we give clients in 41 states access to the comprehensive range of financial planning services that a large, national house might offer, while maintaining the customized attention and familiar trust that our clients tend to prefer. Our trusted advisors provide independent counsel so you and your loved ones can feel confident in your financial journey.
Our Values:
Independence
We provide independent, unbiased counsel and a customized financial plan that is right for you and your loved ones.
Trust
We value the trust you are placing in us and our business ethics and we accept that responsibility with transparency.
Confidence
We can help you feel confident in the financial decisions you are making today so that you can enjoy your successes tomorrow.
Serving Clients In
41 STATES
Assets Under Management*
$3.5 BILLION
*As of 06/30/2023
Founded in
1990
A heart for giving back.
At Infinitas, we believe in making a positive impact in our community and beyond. We are not only dedicated to providing exceptional financial services but also to giving back through meaningful charitable efforts. Through our commitment to social responsibility, our team volunteers their time and expertise to support local causes, making a difference in the lives of those in need. Furthermore, we are proud to offer grants that empower organizations and individuals who are driving positive change.
2023 Kansas City Business Journal Top Fee-based Investment Advisors, Presented 9/8/2023.
Advisers were ranked by local assets under management/advisement as of 6/30/2023. An unknown number of Advisors were invited to submit their assets under management or assets under advisement figures for consideration. These numbers were not independently verified. The top 44 are listed. Advisors may pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
Meet Our Advisors
Infinitas has over 20 financial advisors ready to help you achieve the financial well-being you deserve. Our experienced team is prepared to address your wealth management needs. We realize there is no one-size-fits-all approach to wealth management, which is why we're prepared to look at your entire financial picture to find the best solutions for you.
