Brian Brush (CFP®, MBA)

Brian Brush focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

Fiduciary & Fee-Only

The fiduciary standard means we act in your best interest. If there are three good options, we will weigh them all and recommend only the very best one for your goals. Fee-only means that we earn our fees based on the assets we manage for you. There are no hidden charges, commissions or kick-backs. Our billing is transparent and up-front, keeping our interests aligned.

Evidence-Based Investing Philosophy

At Lumia Wealth, we believe an evidence-based investing philosophy delivers a better investment experience. We use academic research to identify the most important data points that contribute to expected returns.  Portfolios are constructed based on these factors of return and an efficient market view of the world. We diligently monitor and rebalance portfolios to stay true to their strategy.

Tax Alpha

In investing, alpha is the excess return an investment makes beyond its benchmark. Tax alpha means achieving the best after-tax returns. Too often, advisors and investors look at investment returns and tax bills as two separate items. This can be especially true with firms that are only asset managers or investment firms. In contrast, we evaluate asset location, income tax filings, qualified dividends, capital gains, and more to make sure you are paying the minimum amount of taxes appropriate for your financial condition.

Partners

We engage partners when they give our clients access to the best solutions. Professional affiliations include the National Association of Personal Financial Advisors (NAPFA) and the Certified Financial Planners Board (CFP). The BAM Alliance provides back-office operational support and a nationwide network of like-minded advisors. For investments, we are open architecture and partner with Dimensional Funds, Vanguard, AQR, and others.

Additional Information

Brian is a native of the Kansas City area and lives in Leawood. Brian and his wife Christine have three kids ages 11, 9, and 5 and spend most of their free time shuttling around between various sports, piano, and dance lessons. When there’s a break in the activities, Brian enjoys traveling (both with and without kids), smoking various BBQ meats on his patio, and staying involved with his community through coaching and volunteering at his kids' elementary school.

Brian received his Bachelor of Arts in Economics from Hamilton College and his MBA in Strategy and Marketing from Washington University in St. Louis. Prior to joining Lumia, Brian worked in consulting at RSM and in product development at H&R Block.  Brian is a Principal and Owner of Lumia Wealth, LLC.

NAPFA Start Date

October 10, 2017

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This Office

6420 W 95th St Ste 202 Overland Park, KS 66212-1434 Phone: (913) 948-6923