What if you had a way to assemble all the pieces of your complex financial life so you could trust your plan?

A way to:
- Grow your money without fear?
- Be confident that your funds will be there when you need them?
- Know where to start and how to proceed?
- Eliminate your confusion, frustrations, and time pressures?
- Be prepared for critical financial events?
You’ve worked hard to build your wealth. You have a right to clarity and insight; to feel confident using it to achieve your dreams.
The SRG Financial Advisors
Difference
Independent | Client-Focused | Philosophically Enlightened | Process-Enabled | Omnichannel |
to use the right products and solutions | to be all things to our ideal clients | around all things financial | for repeatable, quality outcomes | for the same high-quality experience in-person and online |
Where to Start
1. Discover | 2. Design | 3. Deploy | ||
Explore What's Important to You | Understand Your Risk Tolerance | Implement Your Customized Strategy |
We know this can be a daunting journey, but you don’t have to take it alone.
The SRG Financial Advisors team has encountered similar challenges and concerns, personally and with many other clients. And while we can’t always predict when they will occur, from our decades of experience we know the Mile Markers you will or will likely experience and how to plan for them.
Meet Our Team



Maria Bannister
Director of Operations (Kansas City & Columbia Offices)
maria@srgfinancialadvisors.com
“Financial freedom is a mental, emotional and educational process.”
- Robert Kiyosaki
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Our Services
To meet the unique requirements of each client, The Mile Marker FORMula, our proprietary process, has over 100 services that we have assembled into our Seven Pillars of Financial Planning.
Wealth Management | Risk Management | Tax Planning | Legacy Planning |
Cash Management | Philanthropy | Value-Added Services | ||