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10955 Lowell Avenue, Suite 400, Overland Park, KS 66210-2325

913-890-4488
cory@rpbwealth.com
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Capture Opportunities Beyond Your Wealth

Kansas City-based independent financial planning and wealth management firm that helps guide you to your short and long-term goals.

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Driven By Precision, Passion, & Purpose

Driven By Precision, Passion, & Purpose

At RPB Wealth Management, we believe people make their best financial decisions when they understand what’s happening and have the support they need to make confident decisions. Our Kansas City-based firm brings a hands-on approach to portfolio construction, an educator’s mindset when explaining complex ideas, and a relationship-first philosophy that puts clients first.

Find A Better Way Forward

Our services are designed to work together, delivering a clearer plan with fewer surprises along the way.

Wealth Management

Retirement Planning

Estate & Legacy Planning

Investment Management

Financial Planning

Tax Planning

Insurance Planning

Business Planning

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Working With A Professional Could Be Your Best Financial Decision Yet

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Who We Serve

Who We Serve

Our clients span life stages and professions, but they share a few things in common: they value straight answers and want a long-term professional partner. If you want to understand your money and stay engaged in the process, we may be a fit for you. 


  • Bullet Individuals & Families
  • Bullet Pre-Retirees
  • Bullet Retirees
  • Bullet Business Owners
  • Bullet Domestic Partners
  • Bullet Military Families
Turn Your Financial Puzzle Into A Plan

Turn Your Financial Puzzle Into A Plan

If it impacts your finances, it matters to us. We look beyond investments alone, helping you navigate retirement income, spending habits, taxes, insurance decisions, and major life transitions with a steady hand. We manage the full picture to help clients move forward with confidence.

Resources That Inspire Confidence

Our services are designed to work together, delivering a clearer plan with fewer surprises along the way.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.
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Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Year-End Planning: Preserve, Grow, and Give

Year-End Planning: Preserve, Grow, and Give

Ensure your wealth is preserved, grown, and passed on by using strategic, purposeful year-end planning for lasting impact.
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Let’s Talk

Whether you’re preparing for retirement, managing change, or simply want a clearer plan, we’re here to help. Reach out to see if RPB Wealth Management is the right partner for you.

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