Financial Advisor Serving Kansas City, MO – Empowering You to Achieve Financial Goals
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 Kansas City, 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 to help you confidently navigate life’s financial decisions.
As a fee-only firm, we focus solely on your best interests—no commissions, 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 Trust White Sand Wealth?
Personalized Financial Solutions Tailored to You
Your financial future is as unique as you are—that’s why we create customized plans designed around your life goals. Whether you’re planning for retirement, growing your investments, or securing long-term financial stability, our strategies are built to support what matters most to you.
Smart Investment Strategies
Investing is more than chasing returns—it’s about building a balanced portfolio that aligns with your financial goals. Our team works with you to develop a thoughtful investment plan that manages risk and fosters steady growth, so you can face the future with confidence.
Clear, Fee-Only Financial Advice
Transparency is at the heart of what we do. As a fee-only firm, we work for you—not for commissions or hidden incentives. Our objective advice focuses solely on your best interests, ensuring you receive straightforward, honest financial guidance.
Secure Your Financial Future
True financial security starts with a plan. At White Sand Wealth, we provide expert insights and proactive strategies to help you build a stable, confident future.
Ready to take control of your finances? Contact us today to discover how our personalized financial planning services can help you achieve your goals in Kansas City, MO.
Get to Know the White Sand Wealth Team
At White Sand Wealth, we recognize that financial planning is deeply personal—it’s about building a future that reflects your dreams and goals. Our team of skilled financial advisors brings expertise in investment strategies, retirement planning, and tax optimization to help you navigate your financial journey with clarity and confidence.
We believe in collaboration, working side by side with you to design a financial plan tailored to your specific needs. Whether you’re planning for retirement, growing your wealth, or looking for all-encompassing financial advice, we are dedicated to guiding you every step of the way.
Let’s work together to create a solid financial foundation. Trust White Sand Wealth to provide the insight and strategies you need to secure your future.
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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