About OWLFI in Lenexa, Kansas

Who We Are

OWLFI is a Kansas-based advisory firm dedicated to guiding individuals through life’s most important financial decisions across Lenexa, Leawood, Shawnee, and the greater Kansas City area. Founded by professionals with backgrounds in taxation, business ownership, and personal finance, we bring together financial planning, accounting, and investment expertise to deliver thoughtful, holistic strategies tailored to each client’s unique goals.


At OWLFI, we believe in transparency, education-first planning, and long-term relationship building. Our approach is designed to help individuals and families gain clarity, confidence, and control over their financial future—no matter where they are in life.


With deep roots in the Kansas City community, we’ve built our reputation on aligning personal values, long-term goals, and financial strategies to support lasting success.


See why individuals and families across Lenexa and nationwide trust OWLFI to help guide their most important financial decisions.

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Our Story

We started OWLFI to provide individuals and families across Kansas with comprehensive financial guidance that goes beyond traditional investment advice. Our team recognized that meaningful financial planning requires an understanding of both life’s complexities and the personal goals that shape long-term success.


Over the years, we’ve grown through referrals and the trust of clients who value our collaborative, relationship-driven approach to wealth management. From the tree-lined neighborhoods of Leawood to the vibrant communities of Kansas City, we’ve helped individuals navigate major life transitions—such as career changes, retirement planning, wealth preservation, and legacy planning—with clarity and confidence.


Today, we’re proud to serve clients across Kansas and Missouri, building lasting relationships that support financial well-being across generations and every stage of life.


Discover how our collaborative approach can help shape your financial future.

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Why Successful People Choose Us

The work we do at OWLFI extends well beyond investing. Helping our clients achieve the best financial outcomes often requires coordination with a broader team of trusted professionals—including accountants, attorneys, insurance specialists, and other advisors. Our experienced team understands the financial complexities individuals and families face, and we approach every client relationship as a true partnership.


What sets OWLFI apart:



  • Comprehensive expertise: Financial planning, accounting, and investment knowledge under one roof
  • Holistic planning focus: Strategies designed to align personal goals, life transitions, and long-term financial outcomes
  • Regional insight: Deep understanding of Kansas and Missouri markets and the financial considerations unique to the Kansas City area
  • Collaborative approach: Seamless coordination with accountants, attorneys, and insurance professionals when needed
  • Education-first philosophy: Transparency and client education guide every recommendation and strategy


Your financial journey deserves the attention of experienced professionals who understand the full picture. With specialized expertise in personal wealth management and comprehensive financial planning, OWLFI is prepared to guide you through every stage of life. We deliver thoughtful strategies designed to protect, grow, and preserve your wealth over time.


Contact us today to learn how our team can help you pursue your most important financial goals in Lenexa, Kansas.