NextGen Wealth of Raymore

NextGen Wealth of Raymore is a wealth management firm in Raymore, MO. The company provides financial planning services to individuals and businesses in Kansas City and virtually across the country. The firm specializes in working with individuals who are close to or recently retired. It holds a 4.80 rating based on customer reviews.

Founded by Clint Haynes, CFP, the firm has operated in the Kansas City area since 2001. The team utilizes a proprietary and trademarked COLLAB Financial Planning Process to develop solutions for clients. This process involves four meetings to explore a client's relationship with money, clarify visions for the future, and prioritize life goals. As part of this process, clients have access to a certified coach for three complimentary sessions focused on the transition into retirement. While the firm does not write estate plans or file taxes, the team reviews tax returns and estate planning documents regularly and coordinates with a client's attorney or CPA. The investment philosophy focuses on disciplined, user-friendly methods rather than market timing.

NextGen Wealth of Raymore has been recognized as a 2024 Small Business Superstar by the Greater Kansas City Chamber of Commerce. The firm was also ranked by the Kansas City Business Journal as one of the Top 50 Investment Advisers in both 2023 and 2024 based on overall assets under local management. Additionally, it was named the best among Grandview Financial Planner businesses for 2025 by Quality Business Awards.

The firm provides specialized retirement transition planning for individuals in Raymore, MO.

BizScoreAI awarded NextGen Wealth of Raymore a Content Quality score of 100 out of 100, which means the website clearly answers customer questions and provides descriptions that AI assistants can quote directly. The firm received an On-Page score of 93 out of 100. Additionally, the business ranks number 1 of 3 Wealth Management businesses that BizScoreAI has scored in Raymore.