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

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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.

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Newest Posts From Our Blog

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David and Goliath: How These 5 Small Schools Make a Big Difference

You know, I'm not a betting man, but if I were, I would have lost a lot of money over the years betting on the underdog. 

I can't help it; I always like watching a plucky, young upstart hand it to the bigger, more experienced giant. Whether it's sports, reality TV or even the Bible (David versus Goliath is one of my favorite stories), you gotta love it when the small guy triumphs over adversity in the end. 

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You Give Back, and We Have Your Back!

As much as I hate to admit it, I probably spend a lot of my time thinking about myself. Did I remember to brush my teeth this morning? What am I going to have for lunch? Do I have to remember to bring anything home from the grocery store? I’ve also noticed technological advances have made it pretty easy to prioritize ourselves above others. The fact that our phones and tablets are called ‘iPhones’ and ‘iPads’ doesn’t do much to lessen our technological narcissism. 

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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.