# Blue Valley Wealth Management

- **Website:** <https://bluevalleywealth.com>
- **Primary alias:** `bluevalleywealth.com`

## Description

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.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/blue-valley-wealth-management)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idHaXLTYCi/w/458/h/160/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791981148392)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idHaXLTYCi/w/200/h/200/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791981148721)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Chambray | #305c8c | accent |
| Roof Terracotta | #b3261e | dark |
| Laser | #c7a36b | light |

## Fonts

- Lato — asset _(google)_
- Trebuchet — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idHaXLTYCi/w/400/h/100/idsc2wXcVM.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791981148499)

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_Source: <https://brandfetch.com/bluevalleywealth.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._