Client Account Access

Client Portal
View all your investment accounts in one place. Account information is updated daily, and includes current account values and holdings, customizable performance reports, and a shared document folder with your advisor.

Login Now

Financial Planning Portal
View the financial plan we have created and are monitoring for you.

Login Now

TD Ameritrade
Access your TD Ameritrade accounts directly. Available information includes account balances, transaction history, trade confirmations, and tax statements.

Login Now

Would you like to set up a meeting to discuss your accounts?

Schedule Online

Questions regarding your login information?

Call our office: 913.402.6099

We provide fee-only advice, and do not accept product commissions or receive benefits from outside companies. Thus, we always put the needs of the client first.