Looking for a financial advisory team in Kansas City? We have three convenient locations for you across the KC metro area. Our Independence, MO team of financial advisors is led by Jonathon McCoy and Julie Newton, investment advisor representatives eager to serve you with financial advice and retirement planning strategies through our unique Market Advisory Group approach.
Our financial advisors are fiduciaries, obligated to act in your best interest when crafting a plan. We start by getting to know you and your personal goals, then assess your current plan for strengths and weaknesses. On this page you can get familiar with our location, hours, find direction, and meet the financial advisory team.
Financial Advisors – Kansas City
Jonathon McCoy
Investment Advisor Representative
Jonathon is the lead advisor for the Kansas City metro area and oversees the growing locations of that market. Transparency is the cornerstone of his advising style. “Many people have had long relationships with an advisor, yet they have no knowledge of cost of services and maintenance. Frequently, investments offered are not in the client’s best interest. Doing what is best for the client is always what is best for the business.”
Julie Newton
Investment Advisor Representative
Julie has a background in financial services and education, so she understands how vital transparency and integrity are in forming lasting client relationships. “People work hard to set money aside for their retirement. They deserve to work with an advisor who has the client’s best interest at heart – no matter what their net worth looks like.”
Don’t mind which advisor you’ll meet with?
When filling out your online booking appointment, leave the Select Staff option as “Anyone”
