Richard Meyer

Rich is a Wealth Advisor & Managing Partner at KC Wealth Advisors. He specializes in Retirement Planning for small business owners, retirees and business executives by focusing on building long-range, goal-oriented plans.

Rich has more than 30 years of experience in the financial industry. Prior to his 14 years at LPL Financial, he spent 17 years as a Financial Planning Specialist and Financial Advisor with Morgan Stanley Smith Barney. His experience and knowledge include stock and bond portfolio creation and management, privately managed accounts, mutual funds, ETFs, REITs, and annuities. He utilizes programs like Nitrogen for risk assessments and WealthVision for retirement planning scenarios.

Rich graduated from Kansas State University with a Bachelor of Science in Finance. He has attained his Life, Accident and Health Licenses, as well as Series 7 and 63 registrations held with LPL Financial and Series 65 registration held with The Wealth Consulting Group.

Rich enjoys bike riding, sporting events, and traveling with his family.  He has retired from coaching his daughter’s sports teams, much to their delight. Rich and his wife Tracey have three daughters.  His wife is the Director of Business Development at a local Kansas City corporation.