Beyond Wealth
Finance · Kansas, United States · 1-10 Employees
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Overview
Headquarters
10901 Lowell Ave Ste 125, Overland Park,...Phone Number
(913) 871-7980Website
www.beyond-wealth.comRevenue
<$5 MillionIndustry
About Beyond Wealth
Two is better than one. Thats why our founders, Brandy Branstetter and Andrew Comstock, decided to merge their solo financial advisory practices, combining their financial planning and portfolio management backgrounds to serve clients in the Kansas City metro area. In addition to sharing an alma mater (Go, TU!), they share a commitment to providing high-touch, personalized service to earn clients trust. They also share the belief that knowledge is empowerment. They want clients to understand the why behind each recommendation the Beyond Wealth team makes so that they can feel confident they are on the right path toward living their best lives.Explore more
Beyond Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Beyond Wealth Tech Stack
A closer look at the technologies used by Beyond Wealth
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Two is better than one. Thats why our founders, Brandy Branstetter and Andrew Comstock, decided to merge their solo financial advisory practices, combining their financial planning and portfolio management backgrounds to serve clients in the Kansas City metro area. In addition to sharing an alma mater (Go, TU!), they share a commitment to providing... Read More
