Michelet Financial brings Fortune-500 financial discipline to Kansas City families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Kansas City's professionals and owners benefit from integrated tax-and-investment planning across the state line.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Kansas City investors and Jackson County.
Comprehensive planning for Kansas City households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Kansas City professionals and owners preparing for the next chapter.
From the Plaza to Leawood, KC clients value our transparent fees and tax-coordinated investing.
Yes - we work with clients throughout Kansas City and the surrounding the Kansas City metro, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Kansas City spans two states with a diverse base of engineering, logistics, agribusiness, and a growing tech and startup scene. Cross-border earners and business owners benefit from coordinated state-tax and retirement strategy.
Living and working across the Missouri-Kansas line creates multi-state tax questions that reward careful planning. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Kansas City, MO clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.