Financial Planning

Planning designed
around your life.

Whether you're building a business or building a family's future, Valeris brings your whole financial picture into a single, coordinated plan. Choose the path that fits you best — the care behind it is the same either way.

Where would you like to begin?

Two starting points, one standard of care. Tell us which one sounds like you.

For Business Owners

Business Owners

When much of your wealth is tied up in the company you've built, you need planning that treats your business and personal finances as one connected system — entity structure, tax, investments, protection, estate, and giving, all coordinated.

Explore business owner planning →

Family lifestyle photo

Families & Individuals

From growing families to those approaching retirement, we coordinate retirement, education funding, investments, protection, and legacy into one plan — built around your goals and the people who matter most to you.

Explore family planning →

Wealth, Designed With Purpose

Whoever you are, the
standard is the same.

Every Valeris relationship is built on the same foundation — a real understanding of your life, and a plan that holds together as it changes.

Comprehensive

We look at every part of your financial life, not one piece in isolation, so the plan works as a whole.

Coordinated

One team connecting your decisions across tax, investments, protection, and estate — in partnership with your other advisors.

Relationship-first

We meet, monitor, and adjust over time. A plan is a relationship, not a one-time document.

Not Sure Which Fits?

Let's start with a conversation.

You don't have to have it all figured out first. Tell us about your situation, and we'll help you find the right starting point — no pressure, no obligation.

Start the Conversation

Valeris Wealth Designs | Wealth, Designed with Purpose.

Platte City, MO & Kansas City, KS · valeriswealth.com

Jim Friddell and Josh Fuller are Financial Planners with, and offer securities and investment advisory services through, LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. Insurance products are offered through LPL or its licensed affiliates.

Investing involves risk, including the possible loss of principal. No strategy assures success or protects against loss. This material is for general information only and is not intended to provide specific tax or legal advice. Estate planning services are provided in coordination with qualified legal counsel; please consult your attorney and tax professional regarding your individual situation.

The LPL Enterprise registered representative(s) associated with this website 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.

Check the background of your financial professional on FINRA's BrokerCheck.