--- title: Investment Management Services in Overland Park, KS | MN Wealth --- [Skip to the main content.](https://www.mnwealthadvisors.com/why-mn-wealth#main-content) [![MNWA_Horizontal_Full Color](https://www.mnwealthadvisors.com/hs-fs/hubfs/MNWA_Horizontal_Full%20Color.png?width=3032&height=720&name=MNWA_Horizontal_Full%20Color.png "MNWA_Horizontal_Full Color")](https://www.mnwealthadvisors.com/?hsLang=en) [![MNWA_Horizontal_Full Color](https://www.mnwealthadvisors.com/hs-fs/hubfs/MNWA_Horizontal_Full%20Color.png?width=3032&height=720&name=MNWA_Horizontal_Full%20Color.png "MNWA_Horizontal_Full Color")](https://www.mnwealthadvisors.com/?hsLang=en) - [Who We Serve](https://www.mnwealthadvisors.com/who-we-serve) - [Services](https://www.mnwealthadvisors.com/services) - [Managing Investments](https://www.mnwealthadvisors.com/services/managing-investments) - [Retirement Planning](https://www.mnwealthadvisors.com/services/retirement-planning) - [Tax and Estate Planning](https://www.mnwealthadvisors.com/services/tax-estate-planning) - [401k Plans](https://www.mnwealthadvisors.com/services/401k) - [Why MN Wealth](https://www.mnwealthadvisors.com/why-mn-wealth) - [Insights](https://www.mnwealthadvisors.com/insights) - [Resources](https://www.mnwealthadvisors.com/resources) - [Our Team](https://www.mnwealthadvisors.com/our-team) - [Client Login](https://login.bdreporting.com/Auth/mnwealthadvisors/SignIn) Search [Contact Us](https://www.mnwealthadvisors.com/contact?hsLang=en) Toggle Menu Search Toggle Menu [Contact Us](https://www.mnwealthadvisors.com/contact?hsLang=en) - [Who We Serve](https://www.mnwealthadvisors.com/who-we-serve) - [Services](https://www.mnwealthadvisors.com/services) - [Managing Investments](https://www.mnwealthadvisors.com/services/managing-investments) - [Retirement Planning](https://www.mnwealthadvisors.com/services/retirement-planning) - [Tax and Estate Planning](https://www.mnwealthadvisors.com/services/tax-estate-planning) - [401k Plans](https://www.mnwealthadvisors.com/services/401k) - [Why MN Wealth](https://www.mnwealthadvisors.com/why-mn-wealth) - [Insights](https://www.mnwealthadvisors.com/insights) - [Resources](https://www.mnwealthadvisors.com/resources) - [Our Team](https://www.mnwealthadvisors.com/our-team) - [Client Login](https://login.bdreporting.com/Auth/mnwealthadvisors/SignIn) [Facebook](https://www.mnwealthadvisors.com/why-mn-wealth#0) [Instagram](https://www.mnwealthadvisors.com/why-mn-wealth#0) [Linkedin](https://www.mnwealthadvisors.com/why-mn-wealth#0) [X](https://www.mnwealthadvisors.com/why-mn-wealth#0) [YouTube](https://www.mnwealthadvisors.com/why-mn-wealth#0) [Medium](https://www.mnwealthadvisors.com/why-mn-wealth#0) # WHY MN WEALTH #### Simplified Financial Management for a Busy Life  At MN Wealth, we understand life gets hectic, and managing your financial portfolio can often take a backseat. That's why we're here—to grow your wealth while you focus on what matters most: your business, family and enjoying life.    #### Our Commitment to You  Whether you're an investor, business owner or planning for the future, we're dedicated to optimizing your financial potential with expert management and planning. We serve a diverse range of clients, from individuals and families to physicians, business owners and institutions, ensuring your unique goals are met with expertise and care.    #### What Sets Us Apart  - **Transparent Fees:** We have a simple, transparent, easy to understand fee structure helping to avoid surprises, unlike commission-based firms.   - **Accessibility:** Our communication approach is to be open, direct, and available in-person, online or via phone/text. - **Financial Concierge:** Our financial concierge approach provides a wide variety of services that go beyond investment management. - **Investment in Technology: **Personal planning resources keep you connected to your financial life, the MN Wealth team, and everything else you need for managing your wealth. - **Tailored Approach:** Your life experiences are unique, and so should be your investment and retirement plans. Each plan is customized to meet your specific needs and goals.  - **Wealth of Resources:** We connect you with industry-leading expertise across tax, accounting, financial and business advisory services. Whether you're an individual, part of a family office or a business owner, we help you navigate anything life throws your way.  ## Our Clients --- ![MN Icon](https://www.mnwealthadvisors.com/hs-fs/hubfs/Icons/MN%20Icon.png?width=100&height=68&name=MN%20Icon.png) #### Qualified Investors Gain professional insights and strategies to grow your wealth.  ![MN Icon](https://www.mnwealthadvisors.com/hs-fs/hubfs/Icons/MN%20Icon.png?width=100&height=68&name=MN%20Icon.png) #### High-Income Earners Optimize your earnings for a prosperous future. ![MN Icon](https://www.mnwealthadvisors.com/hs-fs/hubfs/Icons/MN%20Icon.png?width=100&height=68&name=MN%20Icon.png) #### Approaching Retirees Transition smoothly with a well-structured financial plan. ![MN Icon](https://www.mnwealthadvisors.com/hs-fs/hubfs/Icons/MN%20Icon.png?width=100&height=68&name=MN%20Icon.png) #### Retirees Make the most of your retirement with personalized advice and support. ![MN Icon](https://www.mnwealthadvisors.com/hs-fs/hubfs/Icons/MN%20Icon.png?width=100&height=68&name=MN%20Icon.png) #### Business Owners with 401(k) Concerns Manage your company's retirement plans efficiently. ![MN Icon](https://www.mnwealthadvisors.com/hs-fs/hubfs/Icons/MN%20Icon.png?width=100&height=68&name=MN%20Icon.png) #### Successful Business Owners and Medical Professionals Enjoy tailored financial solutions. ## Concierge Service --- Our approach as a financial concierge involves offering a vast array of services that go beyond investment management. There might have been situations in your life where you felt compelled to make difficult financial choices and felt cornered. At MN Wealth, we aim to provide practical and cost-effective solutions during such times to make your journey less demanding and more stress-free. ![A_Concierge](https://www.mnwealthadvisors.com/hubfs/Stock/A_Concierge.jpg)   #### Navigate Your Financial Future with MN Wealth Ready to take the stress out of managing your finances? Let MN Wealth Advisors simplify your financial journey. From investment strategies to retirement planning and beyond, we're here to guide you towards financial peace of mind.    [Contact MN Wealth](https://www.mnwealthadvisors.com/contact?hsLang=en) ## FAQs --- - #### What are the benefits of working with an RIA? Working with a Registered Investment Advisor (RIA) offers several advantages:  - **Fiduciary Responsibility:** We are registered with the SEC and committed to the Fiduciary Standard, meaning we are legally bound to act in your best interest.  - **Personalized Service:** Our advice and services are tailored to your specific needs, goals, risk tolerance and preferences.  - **Holistic Approach:** We consider all aspects of your financial situation, including income, expenses, assets, liabilities, taxes, insurance and estate planning.  - #### What is the Fiduciary Standard and why is it important? The Fiduciary Standard is a legal requirement for RIAs to act in your best interest. This goes beyond merely suitable advice and includes:  - Ensuring fees are reasonable  - Identifying and mitigating any conflicts of interest  - Providing well-diversified investment recommendations - #### How does my MN Wealth advisor get paid? We operate on a fee-based cost structure where our fees are a percentage of your assets managed. This aligns our incentives with yours—we only get paid when your investments grow. There are no commissions, markups or hidden fees. - #### How often will we meet or communicate? Your specific needs will dictate our meeting frequency, but typically, we conduct periodic Financial Checkups. These include:  - Reviewing your financial situation and investments  - Updating your risk tolerance  - Discussing financial goals  - Ensuring you're on track for retirement  We also offer concierge services, ongoing education, strategic portfolio rebalancing, semi-annual reporting and monthly commentaries and insights.  - #### What is my MN Wealth advisor’s investment style or strategy? Our investment strategy is tailored to your needs and life stage, focusing on:  - Low-cost investments  - Tax efficiency  - Adding private investments to improve overall returns as your portfolio grows - #### How will I access my accounts? You will have 24/7 online access to your accounts through Schwab Alliance and a Personal Client Portal. ##### Connect Connect 6800 W 115th St #3511 Overland Park, KS 66211 [(913) 897-2074](tel:+19138972074) [info@mnwealthadvisors.com](mailto:info@mnwealthadvisors.com) ##### Services Services - [Managing Investments](https://www.mnwealthadvisors.com/services/managing-investments) - [Retirement Planning](https://www.mnwealthadvisors.com/services/retirement-planning) - [Tax and Estate Planning](https://www.mnwealthadvisors.com/services/tax-estate-planning) - [401(k) Plans](https://www.mnwealthadvisors.com/services/401k) ##### Company Company - [About](https://www.mnwealthadvisors.com/about) - [Blog](https://www.mnwealthadvisors.com/insights) - [Contact Us](https://www.mnwealthadvisors.com/contact) - [Resources](https://www.mnwealthadvisors.com/resources) - [Careers](mailto:%20recruiting@mnadvisors.com) [![MNWA_Horizontal_White](https://www.mnwealthadvisors.com/hubfs/MNWA_Horizontal_White.png)](https://www.helpfulhero.com) - [Form CRS and ADV Part 2A](https://www.mnwealthadvisors.com/form-crs) - [Privacy Policy](https://www.mnwealthadvisors.com/privacy-policy) - [Terms of Use](https://www.mnwealthadvisors.com/terms-of-use) © 2026 MN Wealth Advisors [Facebook](https://www.facebook.com/mnwealthadvisors)[Linkedin](https://www.linkedin.com/company/mn-wealth-advisors) Important Disclosure Information: MN Wealth Advisors, LLC (“MN Wealth”) is an SEC registered investment adviser located in Overland Park, KS. A copy of the MN Wealth current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request. The MN Wealth may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The MN Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the MN Wealth’s web site on the Internet should not be construed by any consumer and/or prospective client as MN Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the MN Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of the MN Wealth’s current written disclosure Brochure and Form CRS discussing the MN Wealth’s business operations, services, and fees is available on this web site and/or from MN Wealth upon written request. The MN Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the MN Wealth’s web site or incorporated herein, and takes no responsibility, therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the MN Wealth), will be profitable or equal any historical performance level(s). Certain portions of the MN Wealth’s web site (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the MN Wealth (and those of other investment and noninvestment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from MN Wealth, or from any other investment professional. 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Unless expressly indicated to the contrary, MN Wealth did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of MN Wealth by any of its clients. To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to MN Wealth’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the MN Wealth, or from any other investment professional. Each client and prospective client agrees, as a condition precedent to his/her/its access to MN Wealth’s web site, to release and hold harmless the MN Wealth, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the MN Wealth. Return to top