Business Details
Your Trusted Partner for Independent Financial Advice in Kansas City
Mader Shannon Wealth Management provides independent, fiduciary-based financial planning and portfolio management services. Founded by James W. Mader, our firm brings decades of experience and industry expertise to deliver objective, client-focused solutions. Our team of certified professionals prioritizes your financial goals through comprehensive planning, active portfolio management, and personalized education.We are committed to transparency, ethical practices, and long-term strategies that minimize risk while maximizing growth potential. With a focus on retirement planning, asset management, and estate strategies, we empower clients to make informed decisions aligned with their unique needs.
Services
Asset Management
Retirement Planning
Insurance Solutions
Estate Planning
Pension Plans
Company 401k Plans
529 Education Savings
Individual Retirement Accounts
Budgeting Strategies
Qualified Plan Rollovers
Highlights and features
- We offer 46 years of experience in independent financial advising.
- Our team holds industry certifications including CFP, CMT, and ChFC.
- We provide comprehensive financial planning and portfolio management services.
- Our fiduciary commitment ensures your best interests are prioritized.
- We specialize in long-term investment strategies and risk management.
Services
Asset Management
Our active portfolio management approach safeguards clients from market volatility while optimizing long-term growth. We focus on minimizing risk, transaction costs, and taxes through customized investment strategies. Our process incorporates fundamental analysis and market valuation to balance yield and growth objectives for enduring financial success.
Retirement Planning
We create realistic retirement strategies incorporating income projections, tax considerations, and lifestyle goals. Our comprehensive approach ensures clients maintain financial security throughout retirement. We analyze pension plans, 401k options, and qualified rollovers to build sustainable income streams tailored to individual needs and risk tolerance.
Estate Planning
Our estate planning services coordinate legal documents, tax strategies, and beneficiary designations to preserve wealth across generations. We help clients establish wills, trusts, and power-of-attorney frameworks that align with their legacy objectives while minimizing estate taxes and administrative burdens.
Insurance Solutions
We evaluate life, health, and disability insurance needs to create robust risk management plans. Our approach ensures adequate protection against unforeseen events while balancing premium costs with coverage requirements. We prioritize policies that complement overall financial strategies without conflicts of interest.
529 Education Savings
Our dedicated education planning identifies optimal 529 plan options and investment allocations for future tuition costs. We analyze financial aid implications and savings timelines to create structured frameworks that maximize growth potential while maintaining flexibility for changing educational needs.
People
James W. Mader
Chairman
Founder with 46 years in financial services, former marketing executive, and holder of CLU and ChFC designations. Served on national boards and investment committees for financial organizations.
Bret Guillaume
President
CERTIFIED FINANCIAL PLANNER with 20+ years of experience. Past president of the Kansas City Society of Financial Services Professionals and member of the Financial Planning Association.
Kyle Sanders
Chief Investment Strategist
CMT-certified strategist with expertise in equity research and portfolio management. Holds dual degrees in accounting and finance, leading disciplined investment strategies for client outcomes.
Leann Knuth
Senior Financial Advisor
15+ years of financial services experience, former Broker Dealer principal. Focuses on portfolio management, regulatory compliance, and client-centered financial planning solutions.
George R. Shannon
Co-founder
Portfolio manager with 40 years in financial markets. Ph.D. candidate at University of Texas with expertise in investment analysis and portfolio management strategies.
Questions
What services does Mader Shannon offer?
We provide asset management, retirement planning, estate strategies, insurance solutions, and education savings plans tailored to individual financial goals.
What makes you different from other financial advisors?
Our fiduciary commitment ensures no conflicts of interest, with strategies based solely on client needs and market evidence.
How do you approach investment management?
We use active portfolio management analyzing market valuations and historical trends to balance risk and optimize long-term growth.
What qualifications do your advisors hold?
Our team includes CFP, CMT, and ChFC-certified professionals with decades of combined industry experience.
Do you work with out-of-state clients?
We serve clients in multiple states while maintaining our Kansas City headquarters for centralized financial planning coordination.
How can I schedule a consultation?
Contact us via phone or our website contact form to arrange a personalized meeting with our advisory team.
