Heath Burch

Helping clients create a path to their financial goals drives my passion as a Wealth Advisor. With over 25 years of experience in wealth management, I specialize in guiding clients through complex financial planning needs. From integrating wealth management plans with trust and estate plans to diversifying wealth in a business, I empower clients to manage the transition of their wealth to the next generation.

“It is important to focus on your ‘why’ before the how, so that I can provide guidance within the personal context of your family’s life, not everyone else’s.”

With degrees in both finance and international business, and professional designations that prepare me for the complexity of your plan, I have the insights and experience needed to help develop a strategy that meets your needs and ultimate objectives. I am especially dedicated to supporting families with loved ones who have special needs, helping them design multigenerational plans that provide lasting security and peace of mind.

Beyond my professional life, I am deeply rooted in the Kansas City community, where my wife, Martha, and I are raising our three sons. I’ve had the privilege of serving as President of the Board for Variety Children’s Charity of Kansas City and as Chair of the Board for the Liberty Education Foundation, where I continue to serve as an active board member. Currently, I serve as Secretary of the Board for Liberty Youth Football and Cheer, Inc.

Call today to set up a no-obligation conversation with me or a member of our team.