Culture
LFS Wealth Advisors is a hybrid wealth management firm headquartered in Lenexa, Kansas. The firm maintains an uncompromising dedication to excellent client service and an unwavering commitment acting in client's best interest. Operating since 2006 as one of two separate teams within Lighthouse Financial Strategies, we made the leap to market ourselves under our behind-the-scenes name of LFS Wealth Advisors to distinguish our identity and more comprehensive wealth management services. As founding member and Endorsed Local Provider for syndicated radio host Dave Ramsey from 2002 until the program changed in 2016, Jim Guyot built the business with a vision for what a great advisory firm could be. Since adding key team members in 2014 and 2015, the firm has grown in size and scale to better serve families throughout the Kansas City area and across the country.
LFS Wealth Advisor Core Values
Profound Impact
Our number one priority is the financial health and well-being of our clients. We want you to achieve your financial and life goals, while living a fulfilled life. We want your journey to be as enriched as the results. Our goal is to help you navigate your journey while keeping a steadfast eye on the finish line. We want to come alongside of you to help you navigate your journey
Unyielding Integrity
Honesty, transparency, trust, and dependability are inherent in any good relationship. Our team operates with the highest levels of integrity to build and maintain long-lasting, meaningful relationships. We strive to ensure the clients' best interest is always protected, and to guide them through all of life's economic and financial turbulence.
Accountability
Every team member is willing to accept responsibility for our words, actions, and results, and recognize when mistakes are made, accept the consequences of that, and work hard to prevent duplicating that in the future. We prioritize the success of the team over ourselves, and we are willing to be adaptable and adopt new ways of thinking. Our team is empowered to work independently as well as collaboratively and have the power and freedom to impact results. We trust in our teammates and can count on each other to get things done.
Positive Mindset
Success begins with a positive mindset. Every day, we strive to inspire others with the motivating energy that we bring to the firm. Our team tries new things, celebrates each other's and our clients' wins, and enjoys spending time together. Although we recognize that there are periods of tough times, we maintain a friendly outlook, encourage one another, and seek out the silver lining.
Driven to Improve
We are on a never-ending quest for knowledge, growth, and improvement to be premier providers of financial services. We are dedicated to ongoing education and research. We employ our industry's best practices and find ways to improve them. We hold ourselves to a higher standard, and we strive to continually improve what we are doing to help our ability to inspire clients to do the things that inspire them.
Our Vision and Mission
Our Vision is to create a better overall life for our community of clients and associates through the stewardship of wealth.
Our Mission is to challenge, inspire, and empower clients to achieve their lifetime goals and to help them meet their definition of financial peace through a collaborative planning and investment process that seeks to build a confident future.
What We Believe
- We believe in upholding our fiduciary responsibility to act in the best interests of our clients.
- We believe the best way to measure your investing success is not by whether you're beating the market but by whether you've put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.
- We believe the investor's chief problem, and their worst enemy, is likely to be themselves. In the end, how your investments behave is much less important than how you behave.
- We believe that integrating financial expertise with guidance rooted in education fosters confidence.
- We believe in balancing optimism for the future with clarity about the work to be done today.
- We believe in being life-long learners, always striving to improve ourselves for the benefit of the families we are privileged to serve.
- We believe that financial conversations can be simplified and free of industry jargon.
- We believe our success is achieved by improving the quality of life for the families we serve.