Making Life Count!®
What Makes Aspyre Different
Fiduciary
- Legally bound to prioritize clients’ best interests.
- Required to avoid conflicts of interest.
- Helps ensure responsible guidance of your money and financial decisions.
- Not all advisory firms meet this standard. We do!
- Learn more here.
Fee-Only
- Financial advisors paid solely by their clients.
- We don’t sell products or accept commissions, kickbacks, or referral fees.
- Clients’ best interests prioritized over our personal gain.
- Learn more here.
Holistic
- We attend to your entire financial picture.
- Budget analysis, spending habits, and goal setting.
- Career aspirations and retirement planning.
- Tax-efficient strategies and personal legacy planning.
- Learn more here.
Boutique
- Receive personalized attention and genuine relationships.
- We know you personally, unlike at larger firms.
- Smaller size allows for flexible, hands-on, and responsive service.
- Learn more here.
Career Coach
- Part of financial planning not addressed by most firms.
- Align career goals with financial aspirations.
- Set short-term and long-term career goals.
- Strategies to advance in current profession.
- Explore different career paths and their earning potential.
CFP®
- Meet strict education, experience, and ethical standards.
- Aspyre financial planners hold, or are pursuing, CFP® and other designations.
- Your team is well-educated and ethical, always prioritizing your best interests.
- Learn more here.
How We Compare
Philosophy
Human Capital + Financial Capital = Your Wealth
At Aspyre, we define your wealth as a combination of all your financial capital (income and investable assets) and all your human capital (time, talents, and experiences). Each are equally vital to your true lifetime of wealth.
Approach
Define Success
First we partner with you to define what success means to you. We start by learning about you, where you are now, and where you want to go.
Then we begin an ongoing process of monitoring, reviewing and optimizing as your life evolves.
Our Story
Aspyre Wealth Partners® was founded by Stewart and Joy Koesten when they opened Koesten Hirschmann & Crabtree (which later became KHC Wealth Management) in 1997.
Their vision for the firm was to serve the needs of a vastly underserved market: business executives who need professional help to guide their careers and financial affairs. They were able to deliver the greatest value to high-earning business executives who were too busy excelling at their jobs or running their own businesses to optimally manage their personal financial lives. Today, that vision continues to drive Aspyre’s mission, values, and approach to comprehensive financial planning.
Located in Overland Park, Kansas, our firm is rooted in suburban Kansas City. Through the gradual relocation of many of our clients, and their referrals to friends, family, and colleagues, we now serve clients from coast to coast.
Why Hire An Advisor?
*Source: Michael Kitces/Nerd’s Eye View
Why Clients Hire Aspyre
*Source: Client Survey 2022
- “Personal, responsive relationships.”
- “Confidence for retirement.”
- “Honest, understandable guidance.”
- “Don’t have to worry.”
- “Understand me.”
- “Don’t have time to do it myself.”
- “Finances are getting too complicated.”
- “Focus on maximizing my life.”
- “Comfortable, confident and trustworthy.”
- “Help me get my sh*t together.”
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