Chladek Wealth Management, LLC

Chladek Wealth Management is a commission-free wealth management firm headquartered in Overland Park, KS. We provide a fresh approach to comprehensive fee-only financial planning and investment management services for busy professionals and entrepreneurs all over the country.

WHY CHLADEK WEALTH MANGEMENT?

Not all financial advisors are created equal.

As a Registered Investment Advisor (RIA), we are required by law to always act as a fiduciary to our clients. To put it simply, our clients’ interests must be put ahead of our own at all times.

We don’t sell products. We never receive commissions for what we recommend. We are a fee-only financial advisor, which means the only compensation we receive comes from our clients directly.

OUR PROCESS

We know the process of finding a REAL financial advisor can be complicated and overwhelming. We want to make this really easy for you.

To put it simply, we:

  1. Help identify why your money is important to you, and ask you to guess your goals. We give you permission to guess because no one knows exactly where they’ll end up 20 years from now.
  2. Define your current reality by creating your own personal balance sheet. It’s really hard to know how you’ll get somewhere if you don’t know where you’re starting.
  3. Provide a solution to get you where you want to be in the future – and to get you closer to what you value in life.

Schedule your Discovery Meeting here.

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Advisors at this Office

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This Office

12900 Metcalf Avenue Suite 210 Overland Park, KS 66213-2600 Phone: (913) 402-6099

Primary Office

12900 Metcalf Avenue Suite 210 Overland Park, KS 66213-2600 Phone: (913) 402-6099