Nick Marlo

For over a decade, I have been working with clients to help them achieve their financial goals. I enjoy taking a holistic planning approach to cover all facets of the financial world. My methodology begins with – and focuses on – engaging in active listening through ongoing communication and dialogue.

“I encourage my clients to dig-deep to share their most important goals, financial and personal, so that we both truly understand where they are at in their financial journey.”

My overall principle is to tailor my approach so that each meeting caters to the individual client and their specific circumstances. In doing so, I look to facilitate a relationship built on trust to achieve generational wealth. In time, I would like to be viewed as an extension of your family.

I currently live in Overland Park with my wife and son. In my spare time, I enjoy running, reading books, cheering on Kansas City sports teams, and spending time with friends & family.

Call today to set up a no-obligation conversation about your financial well-being.