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Mary E Nussbaum, CFP, EA, provides tax and financial services and investment planning for the Warrensburg and the surrounding area. With over 35 years of experience, you can be assured that your matters will be handled accurately and with professionalism. Visit our website for more information or give us a call today for an appointment.

At NextGen Wealth, our passion is serving as a trusted financial advisor for individuals looking for expert financial and retirement planning. Located in Lee’s Summit, MO, we are a financial planning and investment management firm whose founder is a Certified Financial Planner® (CFP®) and fiduciary. Through technology and innovation, we help our clients in the Kansas City metro and nationwide find their path to financial independence. We create custom financial plans catered to each client’s unique needs including retirement planning, college savings, budgeting, and more. We work with our clients through the investment and wealth management processes to ensure they receive the true value of a full-service financial advisor.

We develop relationships with our clients and their families to understand their financial goals. Our approach identifies simple solutions to complex financial issues so we can provide clarity, confidence, and control no matter your stage of life.