About Us

We are a firm that is led by seasoned financial services executives. We look for people who are experts in the industry and who are passionate about helping people. We also know that our advisors are the professionals that are closest to our clients. For this reason we have a Wealth Management Advisory Board to ensure that our operations and goals meet the clients needs. We also have a Retirement Advisory Board that sets strategy and establishes priorities for our retirement plan advisory business.

Our Investment Advisory Board develops and governs all investment related activities. This board is led by a team of experts that have earned designations such as the Chartered Alternative Investment Analyst (CAIA) and the Chartered Financial Analyst® (CFA®). We are unique in that our business is well balanced between wealth management advisory and retirement plan advisory. For this reason we are well positioned to help with all financial services needs.

Our Core Values

We are a value-based organization. Every decision that we make stems from our values and belief in a “client centric” experience. Our leadership team came together and spent several months going through a values exercise to determine not only what our values are but to commit to living them every single day. We are proud of our values and believe that they truly make us an incredible company.

Always exhibit integrity, respect and trust

Create a “client-centric” experience.

Communicate with honesty, transparency and candor

Improve financial literacy for all

Approach every situation with relentless positivity

Foster continuous improvement

Our History

1985
1985

Predecessor Business Established

1997
1997

Wealth Management Business Established

2001
2001

Investment Advisory Committee Established

2004
2004

Qualified Plan Advisors (retirement plan consulting practice) established

2008
2008

First Office Outside Kansas City open in Springfield, MO

2017
2017

Rebranded as Prime Capital Investment Advisors

2018
2018

Acquired Ascend, Geisting, and Moores Creek

2018
2018

Financial Fitness for Life (financial wellness practice) established

2019
2019

Acquired Longer Financial

2019
2019

Completed Growth Capital Investment with LNC Partners

OUR TEAM

Get to know us

Our advisors are staffed with in-house support teams to ensure their time is focused on you. This provides our consultants the ability to adhere to a customized, personalized experience for clients.

Find a solution that works for you

Whether you are an individual, business, or plan participant we have a solution that fits your needs. Contact us to learn more about how we can help you.

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