A Different Approach toWealth Management

Welcome to Arise! Here at Arise we listen to you and your story and discover the paths you desire to take in life and we will go the extra mile to travel this journey alongside you. Our passion is to educate you and build bridges between tax, accounting, insurance, and investments to reveal the hidden benefits and connections that lie between these four disciplines. We guide you objectively to ensure your financial dreams are on the right path to preserve your legacy for future generations. From one vantage point we create simple seamless financial solutions that deliver.

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Five Star Professional CPA Award Recipient Keith Heil

The Five Star program, now entering its seventh year, is the largest and most widely published wealth manager award program in North America. As part of the research process for the 2014 Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the 2014 Five Star Wealth Managers in more than 40 major markets. There are close to 25,000 CPA’s in the Kansas City metro area with 504 nominees for the award. Only 15 CPA’s were chosen.

Watch a video that explains the value of the 5 Star Award

About Us

All our services are provided by a team of independent objective advisors educated and experienced in the four disciplines tax, accounting, insurance, and investments. Our advisors are CPA’s, PFS’s, MBA’s, CFA’s, CFP’s all with extraordinary experiences including work at one of the world’s most respected CPA firms, KPMG, and strategic alliances with one of the world’s largest institutional investment firms, Dimensional Fund Advisors. We are independent advisors detached from products, sales, and commission.

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Our Team