Most of our clients have a financial life with a lot of moving parts: a business, company stock, a retirement plan that has to hold up, a family to plan around. We organize it and help you make confident decisions across all of it.
Blue Valley Wealth Management is an independent advisory practice in Overland Park. We do financial planning that connects the whole picture for three groups whose finances have outgrown a simple answer: business owners and 401(k) plan sponsors, ESOP participants and owners, and affluent families.
Pick the situation that sounds like yours. Each one has its own page with the decisions, the rules, and how we work through them.
How do I plan when so much of my wealth is tied up in the business? Does our 401(k) hold up to fiduciary scrutiny? How do I keep the key people who make it run?
Plan design, fiduciary structure, fee benchmarking, and the personal planning that sits alongside the business. The 401(k) is one piece of an owner's picture, not a benefits checkbox.
See how we work with plan sponsors →How do I diversify when most of my net worth is in company stock? What does a clean distribution look like? What's the right tax and rollover move?
Diversification elections, distribution timing, NUA tax analysis, and rollover decisions. Most of these choices are irreversible, and most get made without coordinated advice.
See how we work with ESOP participants →Have we saved enough to stay retired and live the way we want? How do we draw down assets with the lightest tax footprint? What should we be doing for the next generation?
Retirement income, tax-aware drawdown, estate and legacy coordination, and a portfolio built around the plan. We connect the accounts that usually get managed in isolation.
See how we work with families →Coordinated wealth planning for Kansas City business owners, ESOP participants, and families. The plan comes first. Investments follow it.
Four steps. The same whether you are an owner, an employee-owner, or a family.
Learn what you have, what you want, and what's in the way. No pitch, just listening.
A documented investment and planning approach, written down and built around your situation.
Execute the plan, coordinated with your CPA and attorney where it touches their lanes.
Step back, restate the plan in plain language, and decide together what to keep, change, or retire.
Let’s start with a simple conversation about your money and your goals.