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Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    Andrew Gustafson

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IL
    • IN
    • KS
    • MD
    • MO
    • NC
    • NE
    • NJ
    • OR
    • SC
    • TN
    • TX
    • WY

    Andrew began his financial services career in 2014 at Mariner Wealth Advisors. He joined UBS in 2017 as a Wealth Planning Associate, where he worked with financial advisors throughout the UBS Midwest market to help clients pursue goals through comprehensive financial planning. In 2020, he joined Midwest Wealth Management Partners and works with business owners, multigenerational families and select individuals as a trusted advisor.

    Prior to financial services, Andrew worked at Lockton Companies in the Health and Welfare practice. Andrew earned a bachelor's degree from The University of Kansas and a Masters of Science in Finance with a Financial Analyst Concentration from The University of Missouri-Kansas City.

    Andrew coaches youth boys lacrosse for The Pembroke Hill School, is an active member of The Children's Mercy Hospital Donald H. Chisholm Planned Giving Council and Mercury Club, and enjoys time with his wife, Megan, and their two children, Henry and Vivian.

          4622 Pennsylvania Ave
          8th Floor
          Kansas City, MO 64112

        The Year Ahead - Sustainable Investing

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        Benefits take center stage

        The pandemic spotlights the importance of employee benefits

        Employees have a different set of needs and expectations—giving employers an opportunity to reshape workplace norms.

        Backed by the strength of UBS

        A global leader in wealth management

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        ESG/Impact Investing

        Euromoney Private Banking and Wealth Management Survey, 2015-2022

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        Serving the next generation

        Euromoney Private Banking and Wealth Management Survey, 2020-2022

        #1

        Serving Business Owners

        Euromoney Private Banking and Wealth Management Survey, 2020