Financial Planning Made Simple in Excelsior Springs, MO
At White Sand Wealth, we understand that planning your financial future can feel overwhelming. That’s why we’re committed to removing the confusion and delivering guidance you can trust.
As a fee-only financial planner serving Excelsior Springs, MO, our team partners with you to build a customized plan based on your unique goals and life circumstances—no commissions, no sales pitches, just clear, objective advice.
Whether you’re planning for retirement, growing your investments, or looking for a complete financial strategy, we’re here to help you move forward with confidence.
Let’s simplify the path ahead—reach out today to get started.
Give us a call at 816.429.6743
Why Work with White Sand Wealth in Excelsior Springs, MO?
Confident Retirement Starts with a Plan
At White Sand Wealth, we believe retirement planning should feel empowering, not overwhelming. We help you prepare for life after work with strategies focused on long-term security and flexibility. With our guidance, you can pursue what matters most—whether that’s travel, hobbies, or time with family—knowing your finances are working behind the scenes.
Investment Planning That Aligns with Your Life
No two investors are alike. That’s why we tailor each investment strategy to your risk tolerance, financial goals, and timeline. As a fee-only financial planner in Excelsior Springs, MO, our advice is transparent and product-neutral, always aligned with your best interests.
Smart Strategies for Saving and Spending
Big goals require smart habits. From budgeting for life milestones to building a resilient emergency fund, we help you make the most of your money. Our step-by-step approach turns financial goals into achievable action plans that create long-term peace of mind.
A Comprehensive, Client-Focused Approach
Our financial planning process combines deep listening, detailed analysis, and ongoing support. We look at your entire financial picture to develop a strategy that evolves with you—backed by experience, data, and a genuine commitment to your success.
A Trusted Team Committed to Your Financial Well-Being
At White Sand Wealth, we know your financial journey is deeply personal. That’s why our team of fee-only financial planners in Excelsior Springs, MO is dedicated to offering clear, objective guidance that fits your life, not someone else’s agenda.
Our advisors bring expertise in retirement strategies, investment planning, and tax-efficient solutions to help you make decisions with clarity and confidence. We listen first, then design a plan that reflects your goals, lifestyle, and long-term vision.
Whether you’re just getting started or looking to fine-tune your existing plan, we’re here to offer thoughtful, consistent support, free from commissions or sales pressure.
Let’s work together to build a financial future you feel confident about.
Joel Huet CFP®, CTFA, CISP
FOUNDER
Karen Burris CTFA, CISP
SENIOR FINANCIAL ADVISOR
Samantha Kopek CFP®
SENIOR FINANCIAL ADVISOR
Kelly Kariker CFP®, RSSA®
SENIOR FINANCIAL ADVISOR
A.J. Huet, MBA
FINANCIAL ADVISOR
Sam Huet, MBA
FINANCIAL ADVISOR
Jake Huet
FINANCIAL ADVISOR
Ready to turn your financial vision into a reality?
Have Questions?
Call 816.429.6743
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