Experienced Financial Advisor Platte City, MO – Personalized Guidance for Your Goals

Fee-Only Financial Planner

Navigating the world of finances can feel overwhelming, but at White Sand Wealth, we’re here to simplify the process and provide clarity. Our experienced fee-only financial advisors proudly serve Platte City, MO, offering customized solutions to help you confidently achieve your financial goals.

We understand that every client is unique, so we focus on creating tailored strategies that align with your priorities. Whether you’re preparing for retirement, managing investments, or planning your financial future, our team is dedicated to helping you succeed.

Transparency and trust are at the heart of what we do. As fee-only advisors, we work solely for your benefit, with no hidden fees or commissions—just straightforward guidance designed to help you thrive.

Take the first step toward financial peace of mind. Contact us today to discover how we can support your journey to a secure and prosperous future.

Contact us today to start your secure financial future.

Why White Sand Wealth Stands Out

Retirement Planning That’s All About You
Retirement is your chance to live on your terms, and we’re here to ensure you’re ready. At White Sand Wealth, we help you plan for the freedom to enjoy your passions—whether that’s traveling, exploring hobbies, or savoring quality time with loved ones. Our goal is to create a plan that brings peace of mind and financial confidence.

Financial Planners KC Northland

Personalized Investment Strategies
No two financial journeys are the same, and neither should your investment strategy be. We work side by side with you to design a plan tailored to your goals—whether you’re looking to grow wealth, generate income, or achieve a balance of both. With our expert guidance, you can navigate market shifts with ease and stay focused on building your future.

A Holistic Approach That Puts You First
At White Sand Wealth, we take the time to understand your full financial picture. By combining your unique goals with expert insights, we develop a comprehensive plan that aligns with your priorities. Every strategy we recommend is designed with care to deliver sustainable and effective results.

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.

Your Future Starts Here
We’re passionate about helping you achieve clarity and confidence in your financial life. Together, we’ll create a personalized plan that supports your dreams and helps you build the future you deserve.

Get to Know Our Team

At White Sand Wealth, we believe that financial success starts with a personal touch. Our team of seasoned advisors brings years of expertise in areas like investment planning, retirement strategies, and tax optimization. Beyond their credentials, each team member is genuinely committed to helping you navigate your financial journey with confidence and clarity. We’re here to support your goals every step of the way, offering thoughtful guidance tailored to your unique needs.

Joel Huet CFP®, CTFA, CISP FOUNDER

Joel Huet CFP®, CTFA, CISP

FOUNDER

fee-only financial advisor platte city

Karen Burris CTFA, CISP

SENIOR FINANCIAL ADVISOR

Samantha Kopek CFP® SENIOR FINANCIAL PLANNER

Samantha Kopek CFP®

SENIOR FINANCIAL ADVISOR

Kelly Kariker CFP®, RSSA® SENIOR FINANCIAL ADVISOR

Kelly Kariker CFP®, RSSA®

SENIOR FINANCIAL ADVISOR

A.J. Huet, MBA FINANCIAL ADVISOR

A.J. Huet, MBA

FINANCIAL ADVISOR

Sam Huet, MBA FINANCIAL ADVISOR

Sam Huet, MBA

FINANCIAL ADVISOR

Jake Huet FINANCIAL ADVISOR

Jake Huet

FINANCIAL ADVISOR

Let’s make your financial vision a reality—starting today.

Give us a call at 816.429.6743