News

11/20/2019 Sunrise Advisors was again included in the list of "Top 10 Best Kansas City Wealth Management Firms" as ranked by a local, independent organization (here). Please contact us to explore our "fee-only", fiduciary wealth management services. <<<Back to News Read More

(October 31, 2019) A component of our financial planning service often includes the evaluation of college savings plans, otherwise known as 529 plans, for our clients’ children (or grandchildren). Utah’s 529 plan (my529.org) is the college savings plan we recommend most. Each year, Morningstar reviews the nation’s 529 plans. Once… Read More

(October 9, 2019) A recent study brought to light by Investment News confirms what the investment industry has long known about dual-registered advisors—they often fall short of their fiduciary standard. Dually registered advisors are registered with both FINRA and the SEC. The study, titled The Worst of Both Worlds? Dual-Registered… Read More

(July 7, 2019) Sunrise Advisors was recently recognized as a top wealth manager in Kansas City by AdvisoryHQ, an independent research organization. The firm was selected as one of the “11 Best Financial Advisors” in the area after the research organization’s objective analysis. "We feel privileged to again be honored… Read More

(5/26/2019) Barron's recently encouraged investors to seek fiduciary advice as part of their "10 Rules for Financial Freedom" article. According to the article, investors should "Seek unbiased advice. Make sure your advisor has your back. Look for experts who act as fiduciaries, meaning they put your interests first and avoid… Read More

(4/3/2019) Investor.com recently ranked Sunrise Advisors as one of the nation's best RIA (Registered Investment Advisor) firms, based on their proprietary "Trust Score". Investor.com says, the "Trust Score is fueled by our believe that Americans can make better decisions about who they trust if they have access to transparent, unbiased… Read More

(3/27/2019) At Sunrise Advisors, we uniquely serve business owners. Our team of experts work directly with the business owner and their professional advisors (CPAs, attorneys, and bankers) to integrate personal and business planning strategies. Many times, the business is one of the owner's largest assets, and it's important to incorporate… Read More

(October 29, 2018)  Blink, and it's been 25 years. Sunrise Advisors was founded in 1993 by Dave Scott. A “fee-only” wealth management firm was unheard of in the industry at that time (Sunrise was one of the region’s first fiduciary advisors). We’ve been fortunate to grow together over the years.… Read More

(August 23, 2018)  For many business owners, the value of the business represents one of owner’s largest assets and comprises a significant portion of their personal net worth. However, many do not know the value of their business due to the high cost and time requirement to obtain an objective valuation.… Read More

(July 16, 2018)  Sunrise Advisors was recognized as one of the country's most successful Registered Investment Advisors (RIAs) in the July 2018 edition of Financial Advisor Magazine. The rankings were based on the assets under management of independent advisory firms.   "As a family-run firm that doesn't advertise, it proves… Read More

(May 20, 2018)  Sunrise Advisors has again been named as one of the best Kansas City financial advisors by independent sources.   According to selection by Expertise.com, their goal is to "connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories,… Read More

(March 28, 2018)  Sunrise Advisors was recently recognized as one of the best wealth advisors in Overland Park, Leawood, and Kansas City by AdvisoryHQ, an independent research organization. The firm was selected as one of the “10 Best Financial Advisors” in the area after the research organization’s objective analysis. "We… Read More

(March 16, 2018)  There is a big difference between a full-time fiduciary (a "fee-only" advisor) and a part-time or non-fiduciary ("fee-based" advisors, dually-registered advisors, or brokers). “You shouldn’t be able to use the word ‘advisor’ – spelled with an ‘o’ or an ‘e’ – unless you are subject to the… Read More

(December 26, 2017)  The Tax Cuts and Jobs Act of 2017 was signed into law on December 22nd, 2017. We've received many questions about the impact of this reform.  Therefore, we will be hosting an educational event on Thursday, February 15th to explore the implications of these changes on individuals,… Read More

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

(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

(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

(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

(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

(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

  (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

(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

(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

(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

(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

  (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

(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

(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

(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

(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

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

(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 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

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

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

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

Diligence, a plan, and sound advice may allow you to retire early.  As published at fidelity.com, 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

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

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

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

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