Kansas City's Trusted Advisory

Ready to Stop Guessing
and Start Building Your Future?

Personalized financial planning and legal guidance for individuals and businesses in Kansas City — because your money deserves a strategy, not a spreadsheet.

Schedule a Consultation Explore Services
Fiduciary Standard
Over 15 Years Experience
Personal Attention
Kansas City Based
What We Do

Services Tailored to
Your Life & Business

From wealth management to legal counsel, every strategy is designed around your goals — not a one-size-fits-all template.

Financial Planning

Comprehensive plans that turn your financial questions into a clear roadmap — retirement, education, cash flow, and everything between.

  • Retirement & pre-retirement planning
  • Investment strategy & portfolio management
  • Tax-efficient wealth building

Legal Advisory

Sound legal guidance for individuals and businesses — from entity formation to contract review, so you can move forward with confidence.

  • Business formation & structuring
  • Estate & succession planning
  • Contract review & dispute resolution

Business Finance

Strategic financial counsel for growing businesses — from startup capital planning to cash flow management and growth financing.

  • Business valuation & financial analysis
  • Capital structure & funding strategy
  • Risk management & insurance review
Professional office setting in Kansas City
About David Hunt

A Advisor Who Actually
Listens First

I've spent over a decade helping Kansas City individuals and business owners navigate the intersection of finance and law. My approach is simple: I take the time to understand your situation before I recommend a single solution. No pressure, no jargon — just honest guidance that respects your goals and your timeline.

Whether you're planning for retirement, structuring a new business, or protecting what you've built, I'm here to make the complex feel manageable.

15+
Years Experience
200+
Clients Served
KC
Locally Based
How It Works

Four Steps to Clarity

A straightforward process designed to get you from uncertainty to a plan you actually understand and feel confident about.

1

Initial Conversation

We start with a free, no-obligation call to understand where you are and what matters most to you.

2

Deep Dive Analysis

I review your financial picture, legal situation, and goals in detail — no shortcuts, no assumptions.

3

Custom Strategy

You receive a clear, written plan tailored to your specific needs and timeline — explained in plain language.

4

Ongoing Partnership

We implement together and check in regularly, adjusting as your life and goals evolve.

Client Stories

What Kansas City Clients Say

Real feedback from people who trusted me with their financial and legal futures.

"David helped me finally understand my retirement options. He broke everything down in a way that actually made sense, and I left the meeting with a plan I could execute — not just another PDF to file away."
M.R.
Margaret R.
Retired Educator, Kansas City
"Starting a business here in KC felt overwhelming until I worked with David. He handled the legal setup and financial structure so I could focus on what I do best — running the business."
J.T.
James T.
Restaurant Owner, Kansas City
"I was skeptical about estate planning — until David explained how it protects my family, not just my assets. Now I sleep better knowing everything is in order. That peace of mind is priceless."
S.L.
Susan L.
Homeowner, Kansas City
Take the First Step

Your Future Doesn't Plan Itself.
Let's Start Today.

Book a free 30-minute consultation and discover what a clear, personalized strategy looks like for you.

Schedule Free Consultation Call (816) 303-3163
Get in Touch

Let's Talk About
What Matters

Whether you have a specific question or just want to explore your options, I'm here. Reach out and we'll find a time that works for you.

Office Address 4717 Grand Ave Ste 100
Kansas City, MO 64112
Phone (816) 303-3163
Email david.hunt@firstcitizens.com
Office Hours Monday – Friday: 9:00 AM – 5:00 PM
Saturday – Sunday: By appointment

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