Unclaimed brand
Coordinated financial planning for business owners, ESOP participants, and families across the Kansas City metro. Plan first, investments second.
Liking this brand profile? Share this page
Hex Code
Color name
RGB
HSL
CMYK
#305C8C
Chambray
48, 92, 140
211, 49, 37
66, 34, 0, 45
#B3261E
Roof Terracotta
179, 38, 30
3, 71, 41
0, 79, 83, 30
#C7A36B
Laser
199, 163, 107
37, 45, 60
0, 18, 46, 22
Blue Valley Wealth Management is a financial planning and wealth management firm serving business owners, ESOP participants, affluent families, and individual investors in the Kansas City metro area. Based in Overland Park, Kansas, the firm takes a plan-first approach, developing a written strategy before recommending how investments should support clients’ goals. Its services include retirement income planning, Social Security and Roth conversion timing, ESOP diversification and net unrealized appreciation (NUA) strategies, and tax-aware investment planning.
Blue Valley also advises business owners and 401(k) plan sponsors on retirement plan design and oversight, fee benchmarking, tax exposure, buy-sell arrangements, valuation, succession, and exit planning. For families, its work may include estate and legacy coordination, beneficiary designations, asset titling, and charitable giving. The firm helps clients put agreed strategies into action and coordinates with their CPAs and attorneys when appropriate.
Ongoing reviews and annual plan updates help clients adapt as their personal, career, or business circumstances change. Blue Valley offers educational resources, including an ESOP distribution guide and a risk assessment tool
Brand industry
Finance
Company type
Suggest company type
Year founded
Suggest founded year
Company size
Suggest company size
How do I download the Blue Valley Wealth Management logo?
What are Blue Valley Wealth Management's brand colors?
The Blue Valley Wealth Management color palette uses the hex codes #305C8C, #B3261E and #C7A36B.
The Blue Valley Wealth Management name, logos and brand assets are trademarks of Blue Valley Wealth Management and its affiliates. Brandfetch isn't affiliated with or endorsed by Blue Valley Wealth Management. Their use is subject to Blue Valley Wealth Management's brand guidelines.
