Protecting Your Financial Identity

(September 18, 2017)  As your financial partner, we wanted to communicate our best practices for protecting yourself amid the Equifax data breach. This data breach has nothing to do with Sunrise Advisors or your investment accounts.  However, we wanted to provide some guidelines and “best practices” for managing your online… Read More

Top Wealth Manager: Sunrise Honored by Financial Times (Again)

(June 22, 2017)  For the third consecutive year, Sunrise Advisors has been honored as a top wealth manager by the Financial Times (Financial Times 300 Top Registered Investment Advisors – the “FT 300”). The FT 300 list recognizes the top 1% of all independent RIA firms from across the U.S.,… Read More

Fiduciary Rule to be Implemented (In Part)

(May 29, 2017)  Part of the fiduciary rule, requiring advisors to place the interests of investors ahead of their own, will go into effect on June 9, 2017. Alexander Acosta, the Labor Department secretary, said the rule cannot be postponed, even as the Department of Labor continues its examination of… Read More

Jessica, Welcome to the Sunrise Team!

(March 30, 2017)  We are pleased to announce that Jessica Smith has joined our valued team. We hope you'll stop in soon to meet the newest member of the Sunrise family. Jessica comes to Sunrise with 8 years of professional accounting experience, previously handling internal reporting, fixed asset tracking, sales management, and account… Read More

Top Advisors in Leawood: Sunrise Again Recognized

(March 29, 2017) Sunrise Advisors, Inc. was again ranked as one of the top advisors in Leawood, Kansas City and Overland Park by AdvisoryHQ, an independent research organization. As 1 of only 9 wealth management firms in the entire Kansas City metropolitan area to be honored, this continues the string… Read More

Fiduciary Kansas City: Rule Sparks Wave of National, Local Debate

  (February 8, 2017)  Fiduciary Kansas City Business Journal   James Dornbrook, writer for the Kansas City Business Journal, examines the uncertainty of the fiduciary rule under the new administration. Below is an excerpt of the commentary by Sam Scott, President of Sunrise Advisors, in Mr. Dornbrook's recent article: For many… Read More

Politics, Policy & the Markets

(November 5, 2016)  As we approach the U.S. Presidential Election, anxiety seems to be running high (regardless of your political persuasion). One of the most-commonly fielded question we've received over the past few months has been: What do the elections mean for my investments?   Therefore, we hosted one of… Read More

LEAD-KC Foundation

(September 10, 2016)  "If you want to get rich quickly, count your blessings." This is one of our favorite quotes because it rings so true. In the wealth management business, we are often focused on the financial aspects of our clients' lives. To a person at Sunrise Advisors, we believe… Read More

Investor Impacts of the New Fiduciary Rule

(July 19, 2016)  Below is the article written by David Walsh, attorney and Certified Financial Planner (CFP®) at Sunrise Advisors.  The article, "Investor Impacts of the New Fiduciary Rule", was published in the July edition of Ingram's (Kansas City's Business Magazine). ******************** Investor Impacts of the New ‘Fiduciary’ Rule NEW… Read More

Sunrise Again Named One of Nation’s Best Advisors

(June 17, 2016)  For the second consecutive year, Sunrise Advisors has been named one of the nation’s best advisors (Financial Times 300 Top Registered Investment Advisers – the “FT 300”). The FT 300 list recognizes the top 1% of independent RIA firms from across the U.S., encompassing advisory firms from 35… Read More

New Fiduciary Rule: What Does It Mean For You?

  (April 9, 2016)  The Department of Labor (DOL) released their fiduciary rule on April 6th, 2016. This rule will not affect the way Sunrise Advisors works with our clients. As a “fee-only” Registered Investment Advisor, we are fiduciaries for our clients 100% of the time. Since the firm’s founding… Read More

40 Under Forty Kansas City: Sam Scott

(March 21, 2016)  We'd like to congratulate Sam Scott, President of Sunrise Advisors, for being named to Ingram's "40 Under Forty" class of 2016. For 18 consecutive years, Ingram's has honored Kansas City's young business leaders for their service and excellence in the community.   The following is an excerpt from… Read More

Sunrise Named One of the Top Financial Advisors in Kansas City

(February 25, 2016)  Sunrise Advisors, Inc. was recently ranked as one of the top financial advisors in Kansas City by AdvisoryHQ, an independent research organization. As 1 of only 9 wealth management firms in the entire Kansas City metropolitan area to be honored, this continues the string of strong national recognition for Sunrise… Read More

2015 Taxes: Things To Know

(January 18, 2016)  People turn their eyes toward gathering the necessary information for their taxes as they enter the New Year. Many of the forms or documents begin to arrive in February, so keep your eyes on your mailbox or inbox. Sunrise Advisors will also receive copies of our clients' tax… Read More

Social Security Planning: Some Rules Just Changed

(November 21, 2015)  Social Security planning just got a little bit trickier for some of us. Many investment advisors, financial planners, and individuals evaluating their own retirement were surprised by the abrupt elimination of a pair of Social Security-claiming strategies. Without notice and without public discussion, Congress eliminated the future use of… Read More

Perspectives: 2015 QIII

Sunrise Advisors has published "Perspectives", our annual compilation of historic market, economic and sector data, each year since 1993. We think it is educational and important to compare current and past data, including the best and worst performing sectors, to gain valuable perspective. "Perspectives" provides a snapshot of economic indicators, global markets (stocks,… Read More

Market Volatility 2015: Maintaining Perspective

(August 26, 2015) The stock market has experienced very volatile weeks, perhaps striking a nerve not felt since 2008. As this is written, the S&P 500 has dropped quickly causing many investors to recall the sickening downturn of what some called “The Great Recession”. Since 1980, the average intra-year decline… Read More

NAPFA Kansas City: Sunrise Advisors Is Your Local Partner

NAPFA Kansas City: Sunrise Advisors The National Association of Personal Financial Advisors (NAPFA) is the nation's leading investor advocate, championing for transparency and a fiduciary duty in the delivery of financial advice. Sunrise Advisors is a member of this exclusive club, proudly delivering financial advice as a "fee-only" fiduciary 100% of the… Read More

Sunrise Named One of Nation’s Top Advisors by Financial Times

Selected from over 32,000 Registered Investment Advisor (RIA) firms, Sunrise Advisors, a fee-only RIA located in Leawood, Kansas, has been named to the “Financial Times 300 Top Registered Investment Advisers” (FT 300). The list recognizes the top 1% of independent RIA firms from across the U.S., encompassing advisory firms from 40… Read More

Sam’s Letter to Editor of Barron’s

A Clear Difference To the Editor (as submitted in May 4th, 2015 edition): I cringe every time Barron's publishes their list of top “advisors” (most recently, in the “America’s Top 100 Financial Advisors” section from the April 20, 2015 issue).  The terminology perpetuates the misconception that the “brokers” honored therein are… Read More

Sam’s Article in the Wall Street Journal: Fiduciary Standard

As an industry expert on the fiduciary standard, the Wall Street Journal asked Sam Scott to provide some insight on the investment community's fiduciary duty to clients. Unfortunately, many of the largest brokerage firms have purposefully blurred the line between a fiduciary standard of care and a standard of care… Read More

Early Retirement Age: Can You Retire Early (at 62)?

Diligence, a plan, and sound advice may allow you to retire early.  As published at, Sam Scott from Sunrise Advisors provides insight and advice to a hypothetical couple looking to retire early. Consistent with Sunrise Advisors' encouraged behavior of savings to pre-tax and post-tax accounts, the advisors touch on the importance… Read More

Five Star Advisor: Kansas City Wealth Managers

2015 Five Star Advisors: Kansas City Wealth Managers. Two of the firm's advisors, Tim Wickey (Senior Advisor) and Sam Scott (President), were recently recognized as "Five Star" Kansas City Wealth Managers for 2015. They join Dave Scott (Chairman) as recipients of this recognition for best in client service and satisfaction,… Read More

Sunrise Advisors celebrates 20 years, continued growth

LEAWOOD, KS (November 2013) – Sunrise Advisors, Inc. proudly recognizes the firm’s 20th anniversary. Started in 1993, the independent wealth management firm has grown to one of the largest Registered Investment Advisors (RIAs) in the Kansas City metropolitan area. “Our successes are solely attributable to our loyal clients and friends.… Read More

Low Rates Make Retirees Gnash Their Teeth

Since the financial crisis, central banks (including the Federal Reserve) have engaged in an experiment of epic proportions. In an effort to stimulate economies, interest rates have been held artificially low. Many of the results have been predicted, but there are potentially unintended consequences to these policies. In the article… Read More

Gold As An Investment

Sam was asked by the Kansas City Star to weigh in on the prospects of gold as an investment amid it's rise to all-time highs in 2011. As students of economic history, the firm often attempts to put recent events into perspective. Interestingly, the firm's analysts decided to compare what were… Read More