Simple Wealth Planning offers investment management and financial planning services for individuals and families, focusing on long-term financial security. The company self-describes as serving Kansas City and nationwide since 2018.

Simple Wealth Planning

Bailard is an independent, values-driven wealth and asset management firm that offers comprehensive planning and investing services. Self-described as aiming to align financial portfolios with clients' goals and values.

Bailard

Brown Capital Management focuses on investment management services, self-described as mission-driven.

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Company Name	Simple Wealth Planning	Bailard	Brown Capital Management
Symbol
MSH ID	COM:SIMPLEWEALTHKC	COM:BAILARD	COM:BROWNCAPITAL
Market	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Financial Planning	Investment Management	Asset Management
Country	US	US	US
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Employee Count
Website	simplewealthkc.com	bailard.com	browncapital.com
LinkedIn
Founders

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COM:SIMPLEWEALTHKC

Simple Wealth Planning

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