Clear, Unbiased Financial Guidance in Independence, MO
At White Sand Wealth, we believe that financial planning should empower—not overwhelm—you. Serving Independence, MO, our team is here to help you take control of your financial future with clarity and confidence.
As a fee-only financial planner serving Independence, MO, we focus solely on your best interests—no commissions, no product pushing. Our mission is to deliver personalized strategies that reflect your individual goals, whether you’re preparing for retirement, managing investments, or building a comprehensive long-term plan.
We listen, we guide, and we craft financial solutions that evolve with your life. Let’s create a plan that supports your vision for the future.
Start the conversation today—we’re ready when you are.
Give us a call at 816.429.6743
Why Choose White Sand Wealth in Independence, MO?
Retirement Planning with Purpose
Planning for retirement should feel empowering, not uncertain. At White Sand Wealth, we help individuals and families in Independence, MO, develop thoughtful retirement plans that prioritize financial freedom, long-term security, and the ability to enjoy life on your terms.
Investment Guidance Built Around You
Every investor is different. That’s why we build tailored investment strategies that match your goals, risk comfort, and time horizon. Whether you’re working toward growth, income, or a balanced portfolio, our fee-only approach ensures your interests always come first—no commissions, no product sales.
Confident Financial Decision-Making
Managing your money doesn’t have to be complicated. We equip you with practical tools and personalized advice to help you save, budget, and plan wisely for major life moments—whether it’s buying a home, starting a family, or preparing for the unexpected.
Holistic Financial Planning
We take the time to look at your entire financial picture—assets, goals, obligations, and values—to craft a customized, actionable plan. With White Sand Wealth, you’ll receive trusted, objective guidance built entirely around your life and your future.
Independent Financial Advice You Can Count On
At White Sand Wealth, we understand that sound financial planning goes far beyond dollars and spreadsheets—it’s about creating a life aligned with your personal goals and values. As a fee-only financial planner proudly serving Independence, MO, we’re here to provide advice that’s fully in your best interest.
Whether you’re preparing for retirement, seeking smarter investment choices, or refining your tax strategy, our experienced team delivers guidance rooted in objectivity and clarity. We don’t sell products or earn commissions—our focus is entirely on helping you make confident, well-informed financial decisions.
Through a collaborative, one-on-one approach, we design custom financial strategies tailored to your needs, lifestyle, and long-term vision. With White Sand Wealth, you gain a trusted partner who’s here to support your financial journey, every step of the way.
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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