Sunrise Advisors

Fee-Only Wealth Management

General Information
Company Name
Sunrise Advisors
Founded Year
1993
Location (Offices)
Leawood, United States +1
Founders / Decision Makers
Number of Employees
2
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Sunrise Advisors - Company Profile

Sunrise Advisors is a family owned and operated fee-only investment advisory firm based in Leawood, Kansas. Established in 1993, the company specializes in fiduciary investment management, financial planning, retirement planning, and estate and tax planning for individuals, families, businesses, and foundations within the Financial Services and Wealth Management industries. As a trusted advisor, Sunrise Advisors prioritizes the clients' financial well-being, operating under the slogan of "Fee-Only Wealth Management." With a commitment to providing personalized and transparent financial services, its impact within the United States market is significant. Currently, there is no publicly disclosed information about the last investment or the involved investors.

Taxonomy: Fee-Only, Wealth Management, Investment Advisory, Fiduciary, Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Business Succession Planning, Individuals, Families, Kansas, Family Owned, Operated, Leawood

Funding Rounds & Investors of Sunrise Advisors (0)

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There is no investment information

Latest News of Sunrise Advisors

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No recent news or press coverage available for Sunrise Advisors.

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