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.
Living in Kansas City presents unique financial planning challenges that demand a specialized approach. From the volatility of the agricultural and manufacturing sectors to the rapid growth of the tech and healthcare corridors along I-435, your income streams can be anything but predictable. Many residents grapple with the complexities of multi-state tax exposure—especially those living in Missouri but working in Kansas, or vice versa. Add to that the rising property values in neighborhoods like Brookside, Waldo, and the Northland, and you have a recipe for wealth that requires careful, proactive management. At Michelet Financial (Big Ass Tax Returns), we understand that a one-size-fits-all plan simply doesn't work here. Your financial strategy must account for local market nuances, from the health of the Chiefs' and Royals' economic impact to the shifting landscape of small business ownership that defines so much of our community.
You might wonder how a virtual or remote advisory relationship can truly address these hyperlocal concerns. The answer lies in our fee-transparent, technology-forward model. We use secure, encrypted video conferencing and collaborative digital dashboards that give you real-time access to your financial picture—without the need to fight traffic on 435 or find parking downtown. This isn't a stripped-down, automated service; it's a high-touch partnership. We review your tax returns, investment portfolios, and retirement projections together on screen, making complex strategies visual and understandable. Because we operate remotely, we eliminate the overhead of a brick-and-mortar office, which allows us to pass those savings directly to you through completely transparent, flat-fee pricing. You get the same—or better—expertise as a traditional firm, but with the convenience of meeting from your home in Leawood, your office in the Crossroads, or even your lake house at the Lake of the Ozarks.
Our services are built specifically for the Kansas City client. Our tax strategy goes beyond simple preparation; we proactively structure your business or personal finances to minimize your liability under both Missouri and Kansas tax codes. For wealth management, we focus on building diversified portfolios that can weather the cyclical nature of our local economy, whether you're a partner at a law firm downtown or a rancher in Platte County. And when it comes to retirement, we don't just look at your 401(k)—we model your entire cash flow, including Social Security timing, pension options from companies like Hallmark or Garmin, and the tax implications of your eventual move to a warmer climate. Every recommendation is made with your specific Kansas City lifestyle and long-term goals in mind, backed by a fiduciary promise that puts your interests first.
Ready to take control of your financial future with a partner who values clarity and transparency as much as you do? Stop guessing and start planning with a team that knows Kansas City inside and out. Call us today at (225) 396-5511 to schedule your no-obligation, fee-transparent consultation.