Hard work should be rewarded.

We try to be enablers of the American Dream.

What the code of the West taught us about the financial Industry.

Get to know us. So we can know you.

Retirement Plans

Reward tenure and give your employees free money. Pretty sure they’ll like that.

Financial Wellness

Educate your employees so that they spend their money wisely. They’ll sleep better, and so will you.

Wealth Management

Organize your finances and establish plans to reach your desired financial goals.

We’re independent advisors who offer services to employer-sponsored retirement plans, financial wellness programs and wealth management clients.

We are BOARDROOM advisors.

We are BREAKROOM advisors.

We are WEALTH MANAGEMENT advisors.

Newest Posts From Our Blog

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Don’t Get Emotional: How to Avoid Bad Investing Behavior

Do you want to know the biggest threat to investors trying to reach a comfortable retirement? It's not economic downturns or rising interest rates. Nor is it student loans or rising medical costs. In fact, an investor often has total control over their biggest obstacle to reaching retirement.

That's because an investor's greatest enemy is always himself or herself.

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Meeting the Millennials: Why Gen Y’s Financial Prospects Matter to Social Sector Institutions

To tell you the truth, I think this whole “Millennials” thing has pretty much become a way for websites to attract a bunch of extra clicks. We in the older generations love to complain about these spoiled kids and their loud music, and Millennials love reading articles about themselves. So what's a guy to do when the media stops focusing on his generation and starts giving all the attention to a younger one? Jump on the bandwagon, of course!

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60-10-30: Where Do You Fit Into the Retirement Game?

One of the big parts of our mission when we built Two West was to help people reach retirement on their own terms. We understand there are many different routes to retirement, and often, you have the best shot of reaching retirement when you're as in control of the journey as you want to be. 

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Two West | 4551 W. 107th Street, 3rd Floor | Overland Park, KS 66207 | Phone: 913-825-1722

Two West is an affiliated group of member companies comprised of Two West Financial Partners, LLC; Two West Capital Advisors, LLC; MTC Holdings Corporation; Financial Counselors, Inc. and Midwest Trust Company.