John Fales (AIF®, CFP®, CIMA®)

Planning Specialties

We serve successful individuals and families, business owners and retirement plan sponsors. Each client has their own needs, desires, roadblocks, and big picture goals. What they have in common is a desire to do the best for themselves and those around them – this could mean their family, their employees or their community. We help address the financial needs so our clients can spend their limited time nurturing relationships and exploring passions.

We have a compassionate understanding for the needs of our clients and spend time walking them through any specific concerns they may have.

Over the years, we have developed vast experience helping the following unique groups:

• Multi-Generational Families
• Doctors and Medical Professionals
• Special Needs Families

As a CERTIFIED FINANCIAL PLANNER® professional, I specialize in serving clients who lack the time or desire to keep up with a quickly evolving market by managing and monitoring their financial plan and investments to ensure these tools are working to help clients realize their goals. As a Certified Investment Management Analyst®, I oversee qualitative and quantitative analysis related to the management of clients’ investment portfolios as well as serve as a member of our Investment Team which manages asset allocation and security selection decisions.

Outside of the office, I enjoy spending time with my wife, Ellen, and our golden retriever, Clark. We are enthusiastic travelers, and seize any opportunity to explore new destinations. I’m also an avid college basketball fan as well as a fierce KU basketball fan.