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Retirement Planning | Taxes | Insurance | Estate Planning

Your Strategic Planning Partners

Meet Owlfi
Your Personal CFO

Watching clients suffer financially and sometimes emotionally from a disconnect between their Financial Advisor, CPA and Estate Planning Attorney, OWLFI set out to change everything. Bringing all these professions together into one fully integrated and seamless unit allows our clients to navigate retirement with less stress and more confidence.

We are part of your team, acting as your Tax Advisor and Personal Wealth Management Planner, coupled with a myriad of services to implement all the strategies that benefit your personal plan. We do this by housing a diverse team of financial professionals on your behalf, ensuring the cohesiveness only OWLFI can offer.

Your goals become our goals! We feel communication and personal relationships are the key to developing a strategic plan designed specifically for you. Meeting with us is only the start. As we continue to work together your strategic plan will evolve into something brilliant.

Image of the OWLFI sign for personal CFO services in Lenexa, Kansas.
Your OWLFI Team of Professionals

We’re a hardworking team with many years of diverse professional experience spanning a wide range of financial disciplines & services. At each of our locations, you will find a united team of experts that share a passion for helping our clients & we can't wait for the opportunity to work with you.

  • Holistic financial planning advice in Lenexa, KS.
    Commitment

    We are looking to build relationships that last. Our commitment is generational. It extends even past your “end of life” into the transition of wealth to those you leave behind.

  • Holistic planning financial advice in Lenexa, KS.
    Community

    You are more than a client.  We are building a community of people in Kansas City. A community comes together, shares life experience for the benefit of each other and walks a similar path.

  • Holistic financial planning in Lenexa, KS.
    Competence

    The Financial, Tax, Legal, and Insurance professions are subject to constant change, regulatory, legally and professionally. To us, this means staying up-to-date on legal, political, economic, and technological changes and innovations.

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