Excelsior Springs Office

1600 Rainbow Boulevard

Excelsior Springs, MO 64024


How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Bradly E. Tharp, CFP®

Financial Consultant

(816) 630-3011

(816) 630-9477


Bradly Tharp is a Certified Financial Planner™, Chartered Financial Consultant, and Chartered Advisor For Senior Living. He has 28 years experience in helping clients pursue their financial goals. One of the benefits of working...

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Brad A. Broadbent

Wealth Consultant

(816) 630-3011

(816) 630-9477


Brad Broadbent is a business specialist who has been working with individuals and businesses in the Kansas City Metro area for over 25 years.