Located in Leawood, Kan., a suburb of Kansas City, and with nearly 40 years of collective industry and advisory experience, all of us at the Ingram / Liberty Wealth Management Group are dedicated to providing our clients with the timely information, insight, and perspective needed to help you achieve your financial goals and objectives.Our team has the knowledge, discipline and analytical skills necessary to evaluate your situation and offer long-term investment recommendations that are specifically designed to meet your needs. Then, using the extensive tools and resources provided by Benjamin F. Edwards & Co., we are able to monitor your progress and make adjustments as your needs or circumstances change.
Whether you are an individual investor or a business owner, we will help you prepare an approach that meets your needs, and will be there for you every step of the way, as we implement and monitor its progress. Through it all, you will benefit from our commitment and focus on what matters most – your investment plan and your progress toward achieving your long-term goals and objectives. As part of our holistic approach, we also offer the following:
Client-First Culture – We are committed to putting clients first. In fact, this pledge is clearly stated in our firm’s mission statement. In addition, we offer the sophisticated tools and support that you need to evaluate your investment decisions.
Advisory Programs – We have an assortment of advisory programs available, which means you will have access to a broad selection of money managers, investment styles and strategies.
Fee-Based, Comprehensive Wealth Management – You can take advantage of our fee-based compensation arrangement, which will be based on the value of your assets and billed quarterly.
Product and Service Breadth – You will also have access to a broad assortment of investment products and services, including many of the top mutual fund families. In-house specialists are also available for consultation on sophisticated wealth management topics.
Employer-Sponsored Retirement Plans – If you are a business owner wishing to offer your employees a company retirement plan, we can help. We offer the advice and tools you need to provide this benefit and monitor your plan’s performance.
Whether you are located in Leawood, Kan., or beyond, see for yourself what it’s like to work with an advisory team and a company committed to putting your interests first.