Expert Financial Advisor Serving Smithville, MO – Plan for Your Future with Confidence
At White Sand Wealth, we understand that financial planning is about more than just numbers—creating a secure and fulfilling future. Our fee-only financial advisors proudly serve individuals and families in Smithville, MO, offering tailored solutions to help you confidently achieve your financial goals.
Proudly serving Smithville, MO, our fee-only financial advisors provide customized strategies for retirement planning, investment management, and overall financial security. We take the time to understand your priorities and craft a financial roadmap that works for your unique situation.
As a fee-only firm, we commit to you—no commissions, no sales pressure, just objective and transparent financial advice. Our goal is to empower you with the knowledge and strategies you need to make informed decisions and feel confident about your future.
Let’s create a plan that gives you peace of mind. Contact us today to get started!
Contact us today to start your secure financial future.
Give us a call at 816.429.6743
Why Choose White Sand Wealth?
Personalized Financial Planning
Your financial needs are unique, which is why we take a customized approach to building a strategy that aligns with your life goals. Whether you’re preparing for retirement, managing investments, or looking for a structured financial plan, we’re here to provide expert guidance every step of the way.
Investment Strategies That Work for You
Navigating the investment landscape can be overwhelming, but with our expertise, you’ll have a clear strategy designed to balance risk and reward. We focus on aligning your investments with your financial aspirations, helping you grow your wealth while maintaining stability.
Transparent, Fee-Only Financial Advice
As a fee-only financial advisory firm, we operate with your best interests in mind—free from commissions or hidden fees. Our commitment to transparency ensures that you receive unbiased, objective advice tailored to your financial success.
Secure Your Financial Future
Planning is the key to long-term financial security. At White Sand Wealth, we provide the knowledge and strategies you need to build a strong financial foundation for the future.
Take the first step today! Contact us to learn how our personalized financial planning services can help you achieve financial peace of mind in Smithville, MO.
Get to Know Our Experienced Team
At White Sand Wealth, we believe that financial planning should be personal, not one-size-fits-all. Our team of dedicated financial advisors brings years of expertise in investment management, retirement planning, and tax strategies. But more than that, we’re committed to understanding your unique goals and providing guidance tailored to your financial journey.
We take a hands-on approach, working closely with you to create strategies that align with your future aspirations. Whether you’re planning for retirement, growing your investments, or looking for comprehensive financial solutions, we’re here to support you 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
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