Tall Oaks Advisors

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Tall Oaks Advisors Building Relationships, Growing Wealth Together in Leawood, Kansas. • Securities offered through LPL Financial Member FINRA/SIPC finra.org sipc.org.

We are a client-focused wealth advisory practice located in Leawood, dedicated to fostering strong partnerships and helping you achieve your financial objectives with confidence. Investment advice offered through Tall Oaks Advisors, LLC a registered investment advisor and separate entity from LPL Financial.
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
10/16/2026

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experi...
10/14/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

How much could you receive from Social Security? Here’s what to expect.
10/12/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

What steps might help you sustain and grow your retirement savings? This piece explores them.
10/11/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
10/09/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

For a small business, the loss of a key person could cause financial hardship.
10/07/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
10/05/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
10/04/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Wondering what to tell your financial pro? Check out this quick video for guidance!
10/02/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
09/30/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Address

5251 W. 116th Place, Suite 200
Leawood, KS
66211

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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