Our Strategy

Magnifying glass with pen and papers

Our services to our clients as an investment advisor are based on a fiduciary relationship which is generally considered the highest legal duty one party can have to another. As a Registered Investment Advisor firm, we have a legal responsibility to always act in your best interests. We take that responsibility very seriously.

We apply a passive investment approach tailoring the level of risk and the related expected returns according to client’s personal preferences, goals, and circumstances. In addition to seeking broad global diversification according to the tenets of Modern Portfolio Theory, we assist with appropriate asset location between taxable versus tax-advantaged accounts.


More Information

Contact Us

Heartland Wealth Advisors, L.L.C.
7015 College Boulevard, Suite 750
Overland Park, KS 66211
phone: 913.469.8228
fax: 913.469.8219