Kelli
Smith

CFP®, CRPC™

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Kelli Smith

Here to act in your best interests

About me

I partner with my clients to help them envision their future and build a plan around what's most important to them. When I'm not working, I spend time with my family, staying active and exploring the state of North Carolina.

Certifications

CERTIFIED FINANCIAL PLANNER™

Chartered Retirement Planning Counselor™

Education

Bachelor of Business Administration, Washburn University

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Visit one of our Locations

Kansas City I - Overland Park

10950 Grandview Drive
Suite 600
Overland Park, KS 66210

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Kansas City II - Liberty

9203 MO-152

Kansas City, MO 64158

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Kansas City III - Lees Summit (Appt Only)

210 SW Market Street

Lees Summit, MO 64063

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Raleigh - Greensboro (Appt Only)

717 Green Valley Road
Suite 200
Greensboro, NC 27408

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Raleigh

4700 Falls of Neuse Road
Suite 275
Raleigh, NC 27609

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health