Investment Advisory Services in Kansas City, MO

Smarter Investing Starts With Strategy

Managing investments isn’t just about choosing funds—it’s about aligning every dollar with your financial goals, risk tolerance, and long-term vision. Straight Talk CPAs offers investment advisory services in Kansas City, MO that help high-income individuals and established business owners make strategic, tax-aware investment decisions with clarity and confidence.


Whether you're diversifying after a business exit or planning your next move after a liquidity event, our investment advisory guidance supports more than portfolio performance—it supports your entire financial life.

Our investment advisory services work hand-in-hand with your existing portfolio manager or financial advisor.


We’re not here to sell products—we’re here to make sure your investments serve a larger strategy.

What we do:

  • Review portfolio structures for tax efficiency
  • Evaluate investment opportunities (REITs, private placements, index funds, etc.)
  • Advise on timing for capital gains realization or loss harvesting
  • Help structure entity-based investment vehicles
  • Plan around liquidity events and major purchases


Recently, we helped an architecture firm with $17.3M in annual revenue use a qualified opportunity zone fund to reduce a $142,000 capital gains tax liability—while meeting their long-term philanthropic goals through structured giving.

Coordinated Advice With a Clear Purpose

Markets fluctuate. A good investment strategy shouldn’t.


Straight Talk CPAs takes a tax-first approach to investment advisory. That means we don’t just review what you’re investing in—we help determine how, when, and where to invest so your gains don’t turn into tax burdens.

For example, a Kansas City medical group partner earning $685,000 annually worked with our team to evaluate the tax impact of a real estate fund investment. After restructuring the investment across two entities and shifting timing on contributions, the resulting tax savings totaled $32,480—without changing the underlying investment itself.

Beyond the Market: Building a Tax-Efficient Investment Strategy

Case Study: Turning Unfocused Growth Into a Strategic Plan

A Kansas City-based software entrepreneur sold her company for $11.4M and came to Straight Talk CPAs with a mix of brokerage accounts, employer stock, and real estate holdings—but no clear plan.


We built a customized investment advisory strategy that included:

  • Consolidating four separate accounts into a structured asset allocation model
  • Creating a 10-year tax roadmap for scheduled capital gains harvesting
  • Implementing a charitable remainder trust that created a $290,000 immediate deduction
  • Coordinating with her estate planner to ensure alignment with family legacy goals


“Straight Talk CPAs helped me take control of a very big life change. Their investment advisory work made everything feel intentional and secure.”

Explore Our Other Services in Kansas City, MO

List of Services

Who Our Investment Advisory Services Are Built For

  • Executives and business owners with annual income above $350,000
  • Individuals experiencing a major liquidity event (sale, inheritance, buyout)
  • Investors interested in optimizing their after-tax returns
  • Families seeking long-term legacy and philanthropic planning

Our Kansas City investment advisory support is designed to take the stress out of wealth—and replace it with informed, strategic confidence.

FAQs

  • Do you manage investments directly?

    No. Straight Talk CPAs is not an investment firm. Our role is to provide investment advisory strategy—often working in partnership with your financial advisor.

  • How is investment advisory different from financial planning?

    Financial planning looks at your overall goals. Investment advisory focuses specifically on how your investments align with those goals in a tax-efficient way.

  • Do you help with tax-loss harvesting and capital gains planning?

    Yes. That’s a core part of our investment advisory process.

  • Do I have to move my assets to work with you?

    Not at all. We work with what you already have, coordinating with your investment managers as needed.

  • Is everything done virtually?

    Yes. All services are secure, remote, and built for high-level access and convenience.