Curtis Capital Advisors is a boutique investment advisory firm based in Overland Park, Kansas. Founded by a professional with 30 years of experience in investment management, the firm focuses on making retirement planning personal and building close relationships with the clients it serves. It intentionally works with a limited number of people, predominantly personal friends, professional colleagues, and clients referred by trusted sources.

The firm offers retirement and financial planning, investment management, and wealth management services. Its approach is designed to support clients’ financial needs through advisory guidance, with an emphasis on personal service. Curtis Capital Advisors is registered with the Kansas Securities Commission and serves clients nationwide.

Individuals interested in learning more can speak with a partner or contact the firm directly. Curtis Capital Advisors also provides access to its investing principles, information about its partners, a client portal, and a Customer Relationship Summary through its website. The firm is located in Overland Park and can be reached by phone at 913-344-5443.