Whole Wealth is an independent financial services firm based in Overland Park, Kansas, founded by Erica Rice, MBA. Its Well-Wealth Method combines financial planning with clients’ personal well-being, aiming to make complex decisions clearer and support a more confident relationship with money. The firm serves individuals at different financial starting points, including wellness practitioners, business owners, and purpose-driven people, and works with clients nationwide through virtual meetings.

Whole Wealth’s investment advisory services include retirement income planning, cash flow planning, wealth and asset management, risk tolerance profiling, tax-minimization strategies, and tax-loss harvesting. Its approach features conversational coaching, data-driven planning, transparent recommendations, and regular check-ins to help clients build sustainable financial habits. The firm also offers interactive workshops and a weekly newsletter with financial tips and tax-aware ideas.

Investment advisory services are provided under a fiduciary standard through CreativeOne Wealth, LLC. Insurance products, including annuities, are offered separately as an outside business activity, may involve commissions, and are subject to a best-interest standard.