Financial Advisor Serving Independence, MO – Helping You Build a Strong Financial Future
At White Sand Wealth, we believe financial planning is about more than just managing assets—it’s about helping you build a secure and fulfilling future. Our fee-only financial advisors proudly serve individuals and families in Independence, MO, providing personalized guidance tailored to your unique financial goals.
We take a client-first approach, offering customized strategies for retirement planning, investment management, and long-term financial security. By understanding your priorities, we create a roadmap designed to help you navigate life’s financial decisions with confidence.
As a fee-only firm, our focus is solely on your best interests—no commissions, no sales pitches, just honest, transparent advice. Our goal is to equip you with the knowledge and strategies needed to make informed choices and feel confident about your future.
Let’s build a financial plan that works for you. Contact us today to get started!
Give us a call at 816.429.6743
Why Choose White Sand Wealth?
Tailored Financial Planning for Your Unique Goals
Your financial journey is personal, and your plan should reflect that. We take the time to understand your aspirations and craft a strategy that aligns with your needs—whether you’re preparing for retirement, managing investments, or building long-term financial security.
Strategic Investment Planning
Investing isn’t just about returns—it’s about creating a portfolio that supports your financial future. We help you develop a customized investment strategy that balances risk and growth, giving you the confidence to navigate changing markets with ease.
Transparent, Fee-Only Guidance
At White Sand Wealth, we believe in complete transparency. As a fee-only firm, we work for you—not commissions or sales incentives. Our focus is on delivering clear, objective advice to help you make the best financial decisions.
Build a Secure Financial Future
Financial stability starts with a solid plan. With expert insights and a proactive approach, we help you take control of your finances and build a future that supports your goals.
Take the first step today! Contact us to learn how our personalized financial planning services can guide you toward long-term success in Independence, MO.
Meet Our Knowledgeable Team
At White Sand Wealth, we understand that financial planning is more than just numbers—it’s about creating a strategy that aligns with your life’s goals. Our team of experienced financial advisors specializes in investment management, retirement planning, and tax strategies, all designed to help you make informed decisions about your future.
We take a personalized approach, working closely with you to develop a financial plan tailored to your unique needs. Whether you’re preparing for retirement, optimizing your investments, or seeking comprehensive financial guidance, our advisors are here to provide expert support every step of the way.
Let us help you build a strong financial foundation with advice you can trust.
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
Stay In Touch