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About

We are dedicated to providing top notch investment management and wealth planning for our clients. Our mission is to always put our client's interests first while striving to achieve superior results. At our firm, our primary focus is to provide objective advice and hands on management to help every client reach their long term goals.

Since 2009, we have set out to separate ourselves from the commercial beltway of financial firms. We maintain our independence from large firms that may wish to influence how we interact with our clients. We also do not advertise our services to the public. Every client that works with us has come as a word of mouth referral from friend, family member, or co-worker. If you are visiting our website, you are probably holding one of our business cards given to you by a friend. This is intentional. We do not work with just anyone. Whenever possible, we want to have a strong connection with every client. The best way to start out is to have someone vouch for you. Thank you for taking the time to learn about us, and we hope to have the opportunity to work together.

7926 East 171st Street
Belton, Missouri
64012 United States

dthompson@heritage-kc.com

816-322-6350

Investment Advisor Representative offering Securities and Investment Advisory Services through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

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