The Best Financial philanthropy in Kansas City, Missouri

HDQ Wealth is a holistic financial services firm located at 1828 Walnut Street in Kansas City, Missouri. Specializing in finance and insurance, we work with owners, founders, high-net-worth families, and specialty professionals to create lasting financial strategies. Our mission is to empower our clients to achieve and protect their financial freedom through personalized services. From asset management to investment advisory, we are dedicated to helping individuals and businesses build and transfer generational wealth. Contact us at 1(913)283-4423 for more information.

Keller Consulting LLC, located at 5028 Wyoming Street in Kansas City, Missouri, is a trusted institution with a team of professionals who have been serving communities across the Midwest for decades. Specializing in campaign consulting and resource development, Keller Consulting has helped numerous nonprofit organizations achieve their fundraising goals and raise millions of dollars to support local causes. With a wealth of experience and a proactive attitude, Keller Consulting stands out in the philanthropic community. Keller Consulting works with a variety of 501(c)3 nonprofits in sectors such as social services, healthcare, education, arts and humanities, and animal and environmental welfare. They offer tailored solutions to address each organization's unique fundraising needs.

Martin Luther Academy is a prestigious secondary school located in Kansas City, Missouri. Our institution is dedicated to providing a high-quality education that focuses on academic excellence, character development, and spiritual growth. With a strong emphasis on Christian values and teachings, students at Martin Luther Academy are equipped with the knowledge and skills necessary to succeed in an ever-changing world. Our dedicated faculty and staff are committed to helping students reach their full potential and prepare them for a bright future. Join us at 7112 North Overland Drive and become a part of our vibrant learning community at Martin Luther Academy.

Merrill Lynch Wealth Management, located at 4801 Main Street in Kansas City, Missouri, is a finance institution that offers tailored financial strategies and advice to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch go beyond traditional wealth planning, providing guidance on retirement income planning, concentrated stock positions, and estate planning services through Bank of America. The advisors are dedicated to client service and satisfaction, working closely with clients to understand their goals and create personalized financial strategies. The branch is actively involved in charitable outreach and fundraising activities to support local communities. With access to Merrill's investing insights and resources, advisors help clients pursue their financial and life goals, preparing them for future challenges. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering professional development opportunities and mentoring for both new and experienced advisors. Clients can expect individually customized investment approaches and wealth management advice, supported by a wide range of technology and resources. It is important to consult legal and tax advisors before making any financial decisions, as investing involves risk. Merrill Lynch offers a broad range of brokerage, investment advisory, and other services, tailored to meet the unique needs of each client.

Bank of America Private Client Advisor Rodney Jason Porch is a Senior Vice President and Private & Institutional Client Advisor located at 1200 Main Street in Kansas City, Missouri. Jason and his team specialize in working with individuals, family offices, senior executives, business owners, multigenerational families, and nonprofit organizations to help them grow, preserve, and transfer their wealth efficiently. With a background in financial advising and government contracting, Jason and his team offer personalized strategies for managing the complexities of wealth, including investment management, trust management, and estate administration. They leverage the resources of Bank of America, including the Chief Investment Office, to provide tailored solutions to meet diverse needs and goals. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, with a focus on listening and learning about each client's unique situation before creating strategies to meet their financial objectives. With a history of over 200 years in wealth management, Bank of America Private Bank is committed to helping clients navigate the challenges of managing significant wealth and achieve their financial goals. Please note that neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.

Bank of America Private Client Advisor Lewis D. Gregory is a Senior Vice President and Private Client Advisor located at 1200 Main Street in Kansas City, Missouri. With 35 years of experience in trust and investment services, Lewis is dedicated to providing individuals and nonprofit organizations with personalized investment, trust, estate, retirement, and philanthropic services. He believes in offering a boutique experience marked by customization, diligence, and attentiveness. As a trustee and chair of various organizations in the Greater Kansas City community, Lewis is actively involved in giving back. Bank of America Private Bank, with over 200 years of experience, helps clients manage significant wealth by offering personalized strategies and resources to achieve financial goals. The institution values innovation and aims to help clients navigate evolving markets and financial landscapes. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.

Bank of America Private Client Advisor Andrew Janish is a Senior Vice President at the Bank of America Private Bank in Kansas City, Missouri. With a focus on providing tailored advice and guidance to individuals and families, he helps clients effectively grow, preserve, and transfer their wealth. By understanding each client's unique goals and priorities, Andrew works diligently to create personalized strategies that align with their financial objectives. Andrew collaborates with a team of specialists in areas such as investment management, wealth strategy, trust and estate planning, banking, specialty asset management, and philanthropy. Together, they design and implement customized approaches to ensure the well-being of each client. With a background in senior retirement consulting and a Chartered Retirement Planning Counselor™ designation, Andrew brings a wealth of experience to his role.

Bank of America Private Client Advisor Tiffany L Owens, located at 1200 Main Street, Kansas City, Missouri, is led by Market Executive Tiffany Owens. Tiffany and her team are dedicated to understanding the unique needs of each client and providing personalized wealth management solutions. With a focus on investment management, trust and estate planning, and philanthropy, Tiffany ensures that all resources of the Private Bank are utilized to offer tailored financial strategies. Drawing on the expertise of Bank of America, customized credit and banking solutions are seamlessly integrated into the overall financial plan for clients, which include multi-generational families, business owners, and nonprofit organizations. Tiffany, a CERTIFIED FINANCIAL PLANNER™ professional, is passionate about philanthropy and serves on various boards in her community. With a commitment to listening and learning about each client's goals, Bank of America Private Bank aims to create strategies that meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank combines personalized service with innovative solutions to help clients achieve their financial objectives. Please note that Tiffany does not provide tax or accounting advice in her current role.

Merrill Lynch: Holmes Ryan is a finance institution located at 444 West 47th Street, Kansas City, Missouri, United States. The branch offers personalized wealth planning services for individuals, families, business owners, executives, and institutions in both rising and turbulent markets. The experienced advisors at this branch provide financial strategies based on years of combined wealth management knowledge and expertise, going beyond wealth planning to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Committed to client service and satisfaction, the financial advisors at Merrill Lynch: Holmes Ryan work closely with clients to identify their personal and professional goals, creating financial strategies tailored to meet their long-term objectives. The branch is actively involved in charitable outreach and community support, contributing to the economic, social, and cultural life of the neighborhoods they serve.

Merrill Lynch Private Wealth Advisor Michael A Lowry is a premier financial institution located at 4801 Main Street in Kansas City, Missouri, United States. With a focus on providing personalized wealth management services, Michael A Lowry and his team offer tailored financial solutions to help clients achieve their financial goals. From investment planning to retirement strategies, Merrill Lynch Private Wealth Advisor Michael A Lowry is dedicated to providing top-notch financial advice and guidance to high-net-worth individuals and families. Trust in their expertise and experience to secure your financial future.