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Financial Planning Strategies for Individuals, Families and Business Owners in Kansas City

We Do Not Offer Isolated Financial Advisor Services. We Integrate a Comprehensive Suite of Services for Kansas City

Embark is proud to serve the entire Kansas City metro area with clients in both Missouri and Kansas.

We are a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in Kansas City working with people just like you – smart individuals and business owners seeking financial advice in their best interest and allowing them to create a strong impact on their families and community. With Kansas City home to many financial advisory firms, Embark takes a sophisticated approach to wealth creation by focusing on six core values.

When it comes to a financial and investment plan, we have one objective in common for our Kansas City clients – bring financial confidence to enjoy financial independence and live the life you want. We strive to surround each client with a team who is in your corner working to help adjust to obstacles, reach financial goals, grow and preserve wealth. Simply put, we strive to be our clients trusted advisor in Kansas City.