Tom S. Bradley
Turn your finance into magic 🪄
Tom S. Bradley is a financial advisor based in Leawood, Kansas, with 21 years of industry experience. He is currently part of the advisory team at Kavar Capital Partners. Throughout his career, Boling has gained experience at UBS Financial Services Inc., The Retirement Planning Group, Inc., and Kavar Capital Partners, LLC. He holds multiple investment advisory licenses and is registered to operate in Kansas, Texas, and Missouri. Tom is dedicated to empowering individuals from all backgrounds by providing tools for financial well-being and informed decision-making.
INVESTMENT ADVISORY
SERVICES
Wealth Coaching Services.
Expert financial planning and wealth coaching.
Portfolio management for corporations
Portfolio management for businesses and institutions.
Pension consulting services
Pension consulting and retirement planning services for financial security.
Educational seminars and workshops
Interactive seminars and workshops for skill financial literacy.
Portfolio management for Venture Capitals
Portfolio management for investment firms
Portfolio Management for Business
Tailored portfolio management for individuals and small businesses.
OUR HAPPY CLIENTS
What Client's Say?
Working with Tom Boling clarified my goals and set me on the path to financial freedom; his budgeting and debt management strategies were invaluable.
Partnering with Tom has revolutionized our portfolio management. His expertise and disciplined risk management have enabled us to achieve our investment goals. I highly recommend his services.
I met Tommy at a conference in Greece, and since then, my finances have taken off like a rocket. He’s incredibly smart and truly knows his stuff. — Jeffery
Friendly Expert
Licensed Broker
Tom Boling
Experience
Accredited BrokerClients
Trusted Partners.
Initial Consultation & Relationship Building
We understand the client’s financial goals, risk tolerance, and preferences through open-ended
Data Gathering
We gather client income, expenses, assets, liabilities, and assess risk tolerance.
Financial Analysis & Strategy Development
We define clear financial goals and develop a tailored investment strategy that includes
Plan & Implementation
Implement the agreed-upon investment strategy, including the purchase or reallocation of assets.
Navigating Markets With Expertise.
