Reliant Financial Services

What Reliant Financial Services does

Reliant Financial Services is a privately held financial advisory firm founded in 1995 and headquartered in Kansas City, Missouri, with 11-50 employees. The firm delivers financial planning, investment management, group and individual insurance, and financial wellness programs primarily to three vertical segments: school district employees, hospital employees, and first responders. Its flagship channel asset is an exclusive selection by the Missouri National Education Association (MNEA) as the comprehensive financial planning provider for its members, a relationship that has been continuously held since the firm's founding.

The firm offers a comprehensive suite of services spanning 403(b), 457, and 401(k) group retirement plans, IRAs, education savings, life and disability insurance, long-term care, estate planning, tax planning, and pension analysis. Financial planning is delivered under a complexity-based flat-fee structure with multi-year contracts, while investment management operates under a professional services fee model. Securities and advisory services are offered through GWN Securities, Inc., a FINRA-member broker-dealer and SEC-registered investment advisor, with Reliant and GWN operating as separate companies.

The firm's go-to-market is enterprise field sales combined with a content-driven education and referral model. Distribution is anchored by the exclusive MNEA partnership, a St. Louis area presence, and group retirement plan engagements with school districts and non-profits. The team of eight named advisors holds CFP and CSLP certifications, has held leadership roles in the Financial Planning Association and National Tax-Deferred Savings Association, and has accumulated multiple consecutive Five Star Wealth Manager awards.

Name

Reliant Financial Services

Legal name

Reliant Financial Services

Website

https://reliantfinancialservices.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

Reliant Financial Services is a Kansas City-based financial advisory firm founded in 1995 that delivers financial planning, investment management, insurance, and financial wellness services to school district employees, hospital employees, and first responders, notably serving as the exclusive MNEA-endorsed planner in Missouri.

Ownership category

akta.pro rank

Headquarters

HQ city

Kansas City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Planning Fees: Comprehensive financial plans provided under a financial planning engagement with a flat fee for plan service based on the complexity of the client's financial situation.
2. Investment Management: Investment management services including group retirement plans (403bs, 457s, 401ks) for school districts, non-profits, and corporations, as well as individual retirement accounts such as IRAs.
3. Insurance Services: Group insurance benefits for corporations and school districts, as well as individual life insurance, long term care, and disability insurance products.
4. Financial Wellness Programs: Tailored financial wellness programs delivered to school districts and other businesses, including speaking engagements and individual sessions with employees.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Reliant Financial Services is an independent financial advisory firm that provides comprehensive financial planning, investment management, group and individual insurance, and financial wellness programs. The firm specializes in serving school district employees, hospital employees, and first responders, with an exclusive financial planning partnership with the Missouri National Education Association (MNEA) since its founding in 1995. Services are delivered through a team of CFP® and CSLP®-credentialed advisors via direct advisory engagements, with securities offered through GWN Securities, Inc.

Product overview

Reliant Financial Services is a financial advisory firm offering a comprehensive suite of services centered around retirement planning and financial wellness. Their core offerings include Investment Management (retirement accounts such as 401k, 403b, 457, IRA), Financial Planning, Group & Individual Insurance, and Financial Wellness programs. The firm specializes in serving school district employees, hospital employees, and first responders, with an exclusive selection by the Missouri National Educators Association (MNEA) since 1995. Services are delivered through a team-based approach with personalized attention, providing education on financial concepts and products to help clients understand investing, insurance, estate conservation, and wealth preservation.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Investment management services including group retirement plans (403(b), 457, 401(k)) for school districts, non-profits, and corporations, as well as individual retirement accounts (IRAs). Available account types include 401(k), 403(b), 457, IRA (Roth & Traditional), Education Savings Plan, Brokerage, SEP IRA, and SIMPLE IRA.
• Financial Planning Comprehensive financial planning services delivered under a flat fee based on the complexity of the client's financial situation. Coverage areas include budgeting and cash flow analysis, financial behavior management, investments, education planning, insurance and risk management, student loan debt management, estate planning, retirement planning, pension analysis, and tax planning.
• Group & Individual Insurance Group insurance benefits for corporations and school districts combined with individual life insurance, long-term care, and disability insurance products. The firm works with employers to assemble adequate insurance options and helps individual clients make informed insurance decisions.
• Financial Wellness Financial literacy and education programs tailored to school districts and businesses, ranging from large speaking engagements to individual sessions. Components include financial education, individual help, group speaking engagements, educational articles, webinars, debt management, and basics of financial planning.

Named customers4 records

Segments3 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Missouri National Education Association (MNEA)coreStrategic or Co-development Partner · 1 January 1995Reliant has been exclusively selected for the provider of comprehensive financial planning by the Missouri National Education Association (MNEA) since the firm's start in 1995 for their members.
• GWN Securities, Inc.coreStrategic or Co-development PartnerSecurities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor located at 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Reliant Financial Services and GWN Securities, Inc. are separate companies.
• Public School Retirement System (PSRS)minorOthersReferenced as a key retirement system for Missouri teachers. The firm provides education and planning around PSRS pension benefits.
• Financial Planning Association (FPA)minorOthersLandon Warmund served as National NexGen Chair of FPA and President of FPA of Kansas City (2026).

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• Creative Planning: Large Kansas City-area independent RIA offering comprehensive financial planning, investment management, and tax services to individuals and families. Closely comparable business model and regional footprint to Reliant, but at materially larger scale.
• Mariner Wealth Advisors: Independent RIA headquartered in the Kansas City metro providing personalized wealth advisory, financial planning, and investment management to individuals. Direct competitor for the same regional advisor-led planning segment that Reliant serves.
• Edward Jones: Large retail investment advisory firm with deep relationships in the education sector (403(b) plans, teacher retirement) and a local-branch service model. Highly comparable in service delivery and target segments, though at much greater scale.
• Waddell & Reed Financial: Long-standing Kansas City-based wealth management firm (now part of Macquarie Asset Management) historically serving retail investors with planning and investment products. Geographic and service-model overlap with Reliant.

Broad incumbents

• Commonwealth Financial Network: Large independent broker-dealer and RIA supporting thousands of independent financial advisors nationwide with practice management, technology, and custodian support. Comparable role to what GWN Securities provides for Reliant, but at much greater scale.
• Cetera Financial Group: Independent broker-dealer and RIA network serving thousands of independent advisors offering financial planning, investment, and insurance solutions. Directly comparable to Reliant's role as an independent advisor affiliated with a broker-dealer.
• Cambridge Investment Research: Independent broker-dealer supporting financial advisors with practice management, compliance, and product access. Highly comparable to GWN Securities' role in enabling Reliant's advisor practice.
• TIAA: Large financial services provider with deep specialization in the education sector, providing retirement plans, IRAs, and advisory services to school and university employees directly competing for Reliant's core MNEA constituency.
• Principal Financial Group: Large financial services firm with strong 403(b)/457 retirement plan and benefits business in the K-12 and healthcare markets. Competes for the same school district and hospital employee segments as Reliant.

Others

• Charles Schwab Advisor Services: Custodian, technology, and back-office infrastructure provider for independent RIAs including advisor-led practices like Reliant, and increasingly a direct competitor via Schwab Wealth Advisory for retail financial planning clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Reliant Financial Services