Financial Advisor Serving Excelsior Springs, MO – Your Partner in Planning
We understand that managing your financial future can feel overwhelming at White Sand Wealth. That’s why we’re here to provide clear, personalized guidance to help you confidently take control of your finances.
Our fee-only financial advisors proudly serve clients in Excelsior Springs, MO, with customized strategies tailored to meet your unique goals. Whether you’re planning for retirement, navigating investments, or looking for a holistic financial plan, our team is here to help every step of the way.
With a focus on transparency, our fee-only structure means we work solely for your best interests—free from commissions or hidden fees. Our mission is to empower you with the tools and strategies to achieve financial peace of mind.
Let us partner with you to build a brighter financial future. Reach out today to learn more about how we can help.
Contact us today to start your secure financial future.
Give us a call at 816.429.6743
Why Choose White Sand Wealth?
Retirement Planning That Fits Your Life
Retirement isn’t just about saving; it’s about preparing for the freedom to enjoy life your way. At White Sand Wealth, we help you craft a plan that balances stability with flexibility, ensuring you can focus on what matters most—whether that’s traveling, pursuing hobbies, or spending time with family—without financial worries.
Tailored Investment Strategies
Your financial goals deserve more than a one-size-fits-all approach. We work with you to develop investment plans that match your unique priorities, whether you’re looking for growth, income, or a balance of both. With our guidance, you can confidently face market ups and downs while staying on track toward long-term success.
Smart Spending and Saving Solutions
Effective financial management starts with knowing how to make your money work for you. From building an emergency fund to saving for a big milestone, we simplify complex decisions and provide the tools you need to take charge of your financial future.
A Comprehensive, Personalized Approach
We believe in looking at the bigger picture. Our process combines an in-depth understanding of your goals with expert analysis and tailored strategies. Every step we take is designed to create a plan that reflects your needs and delivers results you can count on.
Start Building Your Future Today
At White Sand Wealth, we’re committed to helping you achieve financial clarity and peace of mind. Let’s work together to design a plan that supports the life you want to live.
Meet Our Dedicated Team
At White Sand Wealth, we pride ourselves on offering personalized, hands-on financial guidance. Our team of experienced financial advisors specializes in areas like investment management, retirement planning, and tax strategies. Each advisor is not only highly skilled but also passionate about helping you reach your financial goals. We’re here to provide the expertise, care, and support you need to thrive financially.
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
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