Instrumental Advisors, Inc., (IA)
Instrumental Advisors is a boutique financial planning and investment management firm founded in 2013 by R. Brook Menees, CFP®. Our financial advisors and staff work to assist business owners & individuals who have the financial resources and/or income to build & preserve their wealth for important personal goals, business goals, and/or charitable causes. We have helped clients live through two of the worst bear markets in US history, wars in the Middle-East and Bosnia, the Asian currency crisis, the Mexican peso & Russian ruble collapses, & the worst global, financial crisis since the Great Depression.
All of us at Instrumental Advisors strive to be consistently instrumental in the lives of our clients, their employees or members, and their families. We do this by ethically providing red-carpet service, unbiased and independent financial advice, transparent fee-based or commission-based financial planning and/or services, and Golden-Rule relationship management. Our clients know that we put them at the center of our focus every single day and collectively we serve as their advocates every chance we get. When needed, we borrow the prestige and clout of large, influential organizations with which we have affiliations or relationships in order to advance the interests, needs and priorities of our clientele.
Address: 9401 Indian Creek Parkway, Suite 520, Overland Park, KS 66210 USA
Phone: +1 913 322 2100
FAX: +1 913 322 2101
