financial planning and investment management

Stepp & Rothwell is the premier "fee-only" financial planning and investment advisory firm in the Kansas City area.

Our team of financial professionals provides unbiased, results-oriented advice, which offers our clients the knowledge they need to make informed decisions about their future. Because we believe issues like financial independence, estate planning, tax planning, cash flow management, risk management, education planning, and wealth accumulation and preservation are completely interrelated, we develop client-specific strategies that encompass them all.

Stepp & Rothwell is not just a money-management firm — we are focused on you, your happiness, and your enjoyment of life.


Tailored Planning
  • Financial Independence
  • Estate Planning
  • Tax Planning
  • Cash Flow Management
  • Risk Management
  • Education Planning
  • Wealth Accumulation and Preservation
  • Charitable Giving

Enjoy life — don’t worry about your investments every day.