John P. Chladek, MBA, CFP® and his wife, Angie, founded Chladek Wealth Management in 2009 to help other families and married couples attain the wealth they seek. John and Angela strive to incorporate their Christian faith into all aspects of the firm. It is their belief that the goal of financial planning is to ultimately save the client money while progressing toward short and long-term goals. In addition, John researches investments daily to ensure that his client’s portfolios are allocated properly. This straight-forward, honest approach is resonating with the Kansas City community (and beyond), and our loyal clients are telling their family and friends. It’s a great time to be connected to Chladek Wealth Management.
The Difference is Clear
We provide fee-only advice, and do not accept product commissions or receive benefits from outside companies. Thus, we always put the needs of the client first. We have created a fiduciary oath that we happily sign for our clients to prove our commitment. This unbiased approach is in the best interest for both parties. We love what we do, and the clients we serve. We have taken our decade of industry experience and customized our services to meet your needs.
- We utilize a time-tested, research-based investment strategy that we consider to be the best in the industry.
- A written financial plan from Chladek Wealth Management is specifically geared toward your situation.
- We’ve made financial planning and investment management affordable through our competitive fee structure.
Client Communication
One of the values of working with Chladek Wealth Management is the ability to meet with or speak to an advisor on an as-needed basis – whether it is a small concern or a life-changing event. We will meet with you at least quarterly to review your progress toward your goals, adjusting your plan as necessary.
Call us today to schedule your Free Consultation Meeting – 913.402.6099.
