Personal Financial Group

Personal Financial Group Enriching Lives...Through Personalization, Leadership and Expertise Our experienced professionals take a "hand-on" approach to financial guidance.

Our customized process is designed to help you accumulate, preserve, and transfer your wealth while delivering high levels of personalized service. Not only do clients find our team members knowledgeable, they discover that our staff truly cares about making their dreams a reality. Through our use of integrated wealth management software and our dedication to keeping up with new innovations in tec

hnology, we have developed a systematic and evolving process to keep up with the changes of life. As an independent firm, Personal Financial Group has no obligations to investment product companies, cross-sell quotas or other directives. Our sole focus is serving our clients, and acting in our clients' best interests at all times. We provide objective financial planning and investment advice, based on a thorough understanding of your unique circumstances and a responsible philosophy about wealth management. We offer the benefit of our experience, education and professional training to help you pursue your personal financial goals. We do our best to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their financial goals and, in turn, their dreams.

To the dads who show up, plan ahead, and support their families through every stage—Happy Father’s Day! Wishing you a gr...
06/21/2026

To the dads who show up, plan ahead, and support their families through every stage—Happy Father’s Day! Wishing you a great day with the people who matter most. 💙

Honoring freedom, resilience, and progress.This Juneteenth, we recognize the importance of reflection, education, and co...
06/19/2026

Honoring freedom, resilience, and progress.

This Juneteenth, we recognize the importance of reflection, education, and continued growth as a community.

Summer is a great time to create meaningful experiences with family and friends—whether it’s travel, a weekend getaway, ...
06/17/2026

Summer is a great time to create meaningful experiences with family and friends—whether it’s travel, a weekend getaway, or simply time together.
Enjoying your money today while staying aligned with your long-term goals is all about balance. Thoughtful planning can help you do both.

Let’s build a plan that supports your lifestyle and your future:
👉 https://www.personalfinancialgroup.com/contact/

Happy National Fishing and Boating Week 🎣Some of life’s best investments aren’t measured in dollars—but in memories.Time...
06/11/2026

Happy National Fishing and Boating Week 🎣

Some of life’s best investments aren’t measured in dollars—but in memories.

Time spent outdoors, lessons shared, and moments that last a lifetime.

Financial behaviors like avoidance or overspending aren’t always about discipline—they can be responses to stress.Unders...
06/09/2026

Financial behaviors like avoidance or overspending aren’t always about discipline—they can be responses to stress.
Understanding these patterns can help you move forward with greater awareness and intention.

Your avoidance, overspending, and money anxiety aren't personality flaws. They are nervous system responses and understanding them is the first step to changing them.

Celebrating the sweeter moments—big and small. 🍩Happy National Doughnut Day from Personal Financial Group!Because a well...
06/05/2026

Celebrating the sweeter moments—big and small. 🍩

Happy National Doughnut Day from Personal Financial Group!
Because a well-balanced financial plan leaves room to enjoy life along the way.

Address

7007 College Boulevard, Suite 270
Overland Park, KS
66211

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