We are Mader Shannon, a fiduciary-based wealth management firm located in the heart of Kansas City. Our mission is to provide exceptional portfolio management and financial planning solutions tailored to help you achieve your financial goals.
A fiduciary financial advisor is a trusted professional who is legally required to prioritize their clients' interests over their own. Acting as a fiduciary carries great significance in the financial services industry, as it involves total trust, good faith, and honesty. Mader Shannon upholds this standard as an SEC registered RIA (Registered Investment Advisor), ensuring that conflicts of interest are eliminated and advice is trustworthy.
Regulatory bodies demand a higher standard of care from fiduciary advisors, and all the principals at Mader Shannon hold designations that require them to adhere to or surpass the fiduciary standard of care. These designations, such as Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Charter Financial Analyst (CFA®), further strengthen their commitment to the fiduciary approach.
We believe that retaining an independent financial professional is crucial for both planning and portfolio management. Our commitment lies solely with our clients' best interests, ensuring we offer objective advice and set reasonable expectations. We take pride in educating our clients on suitable financial solutions, thoroughly exploring risk and performance expectations.