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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

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.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.
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Rollover Unused 529 Funds to a Roth IRA

Rollover Unused 529 Funds to a Roth IRA

The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.
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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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