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Kansas City

Financial Advisor in Kansas City, KS

Personalized wealth management, financial planning, and investment advisory services for individuals and families in the Kansas City metro area.

5251 West 116th Place
Suite 200
Leawood, KS, 66211-7820

(800) 301-5436

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“

Lido Advisors has built a presence in Kansas City by serving clients with increasingly complex financial lives. Our work here reflects the city itself—demanding, nuanced, and always forward-looking.”

The Lido Advisors Kansas City office provides comprehensive wealth management and financial planning services designed to help clients navigate complex financial decisions with clarity and confidence. Clients in the Kansas City area often seek guidance around retirement planning, investment strategy, and major life transitions. Our advisors take a thoughtful, fiduciary approach—combining disciplined investment management with personalized financial planning tailored to each client’s goals and circumstances. What sets our Kansas City presence apart is the ability to pair local insight with the depth and resources of a national firm, ensuring clients receive coordinated, long-term advice as their needs evolve.

5251 West 116th Place
Suite 200
Leawood, KS, 66211-7820

By appointment only

(800) 301-5436

Get directions

Meet Your Kansas City Advisory Team

Ramsey Andrijevich

Ramsey Andrijevich, CFP®

Vice President, Senior Wealth Manager

Professional Focus

His goal is to establish personal relationships with every client, analyze their asset allocations, and perform comprehensive financial planning with their individual objectives in mind. Ramsey has extensive experience advising nonprofit clients on asset allocation, cash flow planning, and Investment Policy Statement adjustments. He also helps fine art collectors coordinate with other professionals to mitigate risk, plan for tax considerations, and devise estate and legacy plans.

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Services Offered

Financial Planning
Comprehensive financial planning that aligns your goals, cash flow, investments, and long-term priorities into a clear, coordinated strategy designed to evolve as your life changes.
Investment Management
Disciplined investment management focused on long-term growth, risk management, and portfolio construction guided by a fiduciary approach.
Trust & Estate Planning
Strategic trust planning and administration support to help protect assets, support beneficiaries, and ensure your legacy is managed according to your intentions across generations.
Tax Consulting & Preparation
Planning that helps reduce current and future tax exposure while supporting long-term wealth objectives.
Womens Wealth Icon
Women's Wealth Advantage
Specialized wealth management services by and for women.

Frequently Asked Questions

What is a fiduciary financial advisor in Kansas City, KS?

A fiduciary financial advisor is legally required to act in a client’s best interest. Lido Advisors operates under a fiduciary standard, providing objective advice focused solely on client outcomes.

What does wealth management mean for Kansas City residents?

Wealth management for Kansas City residents means coordinating investment management, tax strategy, estate planning, and risk management into one integrated plan—designed to navigate the complexities of high-income, tax-sensitive, and multi-generational wealth in Kansas.

Does Lido Advisors offer tax planning services in Kansas City?

Yes. We provide proactive tax planning as part of our comprehensive wealth management approach, working to optimize investment decisions, income strategies, and estate structures with tax efficiency in mind.

Can I meet with a Kansas City advisor virtually?

Absolutely. Clients can meet with our Kansas City advisors virtually or in person, depending on preference, ensuring flexibility and ongoing access to your advisory team.

Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.

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Start a conversation with our team about your goals and how Lido can help.

Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.