Our Core Values and Beliefs

We believe people and businesses deserve independent advice at a reasonable price with fees disclosed.

A lot of our clients don't have the time to get their asset allocation and investment strategy aligned with their goals and objectives. Therefore, we have to.

We believe in providing income strategies, not just investments. 

We believe investment indexes and benchmarks don't have anything to do with your personal financial plan and your personal withdrawal rate. We also believe investment indexes and benchmarks don't explain how much risk your taking with your investments.

We do NOT believe the Wall Street way is the right way to help people accomplish their personal goals and objectives. A lot of Wall Street organizations have production requirements for specific products. FDF Wealth does not have any production requirements for any products. We simply try and help businesses and individuals with the products and services that are best for them.

We perceive that mega-firms have a lot of overhead that someone has to pay for. We also know a lot of firms have investment minimums. Everyone is welcome at FDF Wealth.

We are a growing organization trying to help as many businesses and individuals as we can. There is someone available to help you or your business.

As a growing organization, we are also looking for new associates that want to provide independent advice to their clients. If you or someone you know wants to join one of the top independent firms in Kansas City, please reach out to us.

It isn't what you make, it is what you keep. FDF Wealth is here to help you do something meaningful with what you keep.