#3Forbes Best-In-State Wealth Advisors
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Forbes Lists

#3
Forbes Best-In-State Wealth Advisors (2024)
Kansas
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Team Member - Best-In-State Wealth Management Teams (2023)
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
Team Member - America's Top Wealth Management Teams: Private Wealth (2022)
Source: Forbes.com (Awarded Nov 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 - 3/31/22.
About Tom Freeman

As a Family Office Consultant, Tom and his team advise a select group of successful families to help achieve the purpose of their wealth. With over 30 years of experience and as an alumnus of Harvard Business School and The University of Notre Dame's Mendonza School of Business, Tom has the expertise to adroitly manage the complexity of the wealth of the most successful families. A low client to advisor ratio insures a very responsive and intimate experience for our clients so they are free to live their lives to the fullest and enjoy all they have achieved.

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Asset Summary
As of Jun, 2023
$10M
Min Account Size For New Business
$10-40M
Typical Size Of Households
$15-50M
Typical Net Worth Of Relationships
$1.8B
Team Assets (Custodied)

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