Welcome — I’m Brian at Blue Valley Wealth Management.
If you found me through KC Daily, glad you’re here. Blue Valley Wealth Management helps business owners, ESOP shareholders, and families simplify complex financial lives and make confident decisions — across investments, retirement, tax strategies, and long-term planning.
Below are tools and guides featured on our website. Use what’s helpful, and if you want a second set of eyes on your situation, I’m happy to be a resource.
Getting organized starts here
Whether you're planning for retirement, navigating an ESOP distribution, or just want a clearer picture — these are good places to start.
The Case for Diversification
See how 9 asset classes traded places every year from 2011–2025. Last year's winner is rarely next year's.
Explore the chart →Retirement Readiness Check
This pre-retirement calculator is designed help you assess how well you have prepared and what you can do to potentially improve your retirement outlook.
Take the quiz →
What's Your Risk Number?
Nitrogen's 5-minute quiz pinpoints your real risk tolerance on a 1–99 scale. No login required.
Find your number →Ask a Question
No commitment, no pitch. Just a straightforward conversation about what's on your mind.
Schedule a call →Your business is the plan — until it isn't
Retirement plans, succession strategy, and benefits that actually help you recruit and retain.
Total Retirement Solutions
Starting a new retirement plan? Expanding on your existing program? We can create a custom solution for you.
Get Started →Protect the Financial Well-being of Your Business
Take the Principal® Business Needs Assessment.
Run your numbers →Social Media: #NewestBusinessLiabilityRisk
The stories of social media fails are legendary—companies using inappropriate humor regarding serious social issues, typographical errors, and pop references that backfire. — and your liability — really stands.
Learn more →Plan Review
Already have a plan in place? Let's see if it's working as hard as you are.
Schedule a review →Not sure where to start?
Most people aren't. A 15-minute call is usually enough to figure out if there's something worth exploring together.
Let's find a time