StrongBox Wealth

What StrongBox Wealth does

StrongBox Wealth is an independent, fee-only registered investment advisory firm founded in 2019 by Chuck Cooper III, CFP, and Jon Garlow, CPWA, AIF, and headquartered in Lee's Summit, Missouri with a secondary office in Overland Park, Kansas. The firm serves high-net-worth individuals, families, business owners, and corporate executives with personalized wealth management delivered under a fiduciary standard. It operates with a team of approximately eight professionals and manages on the order of $400 million in assets under management on an asset-based fee model.

The firm's core offering is discretionary and advisory investment management paired with financial planning, with the senior team holding advanced designations including CFP, CPWA, AIF, and CEPA. In 2025, StrongBox broadened its service surface with Business Valuation Reports targeted at business-owner clients engaged in succession or exit planning. Technology infrastructure is built around third-party platforms (Morningstar, BlackDiamond, Y Charts) for research, portfolio analytics, and reporting, and the firm partners with Dynasty Financial Partners for institutional-grade compliance, operations, and back-office support.

StrongBox has built brand credibility through repeat Forbes Best-In-State Wealth Advisor recognition in 2024 and 2026 and AdvisorHub rankings, and it runs client-education and community channels including a cybersecurity webinar series and local engagement events. Revenue mechanics are straightforward asset-based advisory fees, with no disclosed external funding and no public-company or M&A event signaling a liquidity event.

Name

StrongBox Wealth

Legal name

StrongBox Wealth, LLC

Website

https://strongboxwealth.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

StrongBox Wealth is an independent, fee-only RIA managing approximately $400M in assets for high-net-worth individuals, families, business owners, and executives from offices in Lee's Summit, Missouri and Overland Park, Kansas.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Retirement income planning
• Private wealth advisory

Headquarters

HQ city

Lees Summit

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Fees: Fee-based registered investment advisory firm providing customized objective advice. The firm operates as a fiduciary, separating custodian responsibilities from advisory services. Services are offered to clients where StrongBox Wealth and its representatives are properly licensed.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

StrongBox Wealth is an independent registered investment advisory firm that provides customized, tax-efficient portfolio management and comprehensive financial planning for high net worth individuals, families, executives, and business owners. Core deliverables include wealth building, organization, enjoyment, preservation, and multigenerational transition planning, delivered through a fiduciary model with concierge-level service across investments, taxes, retirement, estate, and charitable planning.

Product overview

StrongBox Wealth is an independent registered investment advisory firm offering comprehensive wealth management services. The core offering consists of portfolio management and financial planning services delivered by a team of CFP, CPWA, AIF, and CEPA professionals. Portfolio Management and Financial Planning serve as the primary service modules, supplemented by specialized capabilities including Tax Mitigation, Retirement Income Planning, Multigenerational Wealth Transition, and Charitable Planning for individual clients. For business clients, the firm offers Retirement Plans, Fiduciary Services, Reserve Fund Management, and Business Transition Planning. A 2025 addition includes Business Valuation Reports accessed via a digital platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Portfolio Management
• Financial Planning
• Tax Mitigation
• Multigenerational Wealth Transition
• Charitable Planning
• Retirement Income Planning
• Retirement Plans for Businesses
• Fiduciary Services
• Business Transition Planning
• Business Valuation Reports

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature2 records

Partnerships

Four partnerships are on record, tiered core.

• Schwab Advisory ServicescoreTechnology or IntegrationCustodian of client assets. StrongBox maintains separation between custodian responsibilities, advisory role, and product providers. Charles Schwab provides brokerage and custodial services for client accounts.
• MorningstarcoreTechnology or IntegrationIndustry-leading investment research and data provider. Gold standard research utilized for quantitative due diligence screening.
• EnvestnetcoreTechnology or IntegrationWealth management platform providing technology and solutions for financial advisors. Part of firm's technology ecosystem.
• MoneyGuideProcoreTechnology or IntegrationFinancial planning software used by advisors to develop comprehensive financial plans for clients. Enables goals-based planning approach.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Others

• Cetera Financial Group: Independent broker-dealer and RIA support platform serving independent financial advisors — comparable channel positioning to Dynasty as a potential alternative platform affiliation for StrongBox.
• Focus Financial Partners: Leading RIA partnership platform supporting independent advisory firms with capital, technology, and M&A capabilities — relevant as a potential acquirer/partner rather than direct competitor, similar in role to StrongBox's Dynasty partnership.

Direct peers

• Moneta Group: Independent, employee-owned RIA delivering comprehensive investment management, financial planning, and tax/estate advisory to HNW families — highly comparable holistic service offering and fiduciary positioning.
• Carson Group (Carson Wealth): Independent RIA platform providing holistic wealth management to HNW households and business owners; comparable offering mix including business transition and retirement plan services that overlap directly with StrongBox's product set.
• Buckingham Strategic Wealth: Independent, fee-only RIA providing fiduciary wealth management and financial planning to HNW individuals and families — directly comparable business model, fee structure, and client profile to StrongBox Wealth.
• Creative Planning: One of the largest independent RIAs in the U.S. offering comprehensive wealth management, tax, estate, and business exit planning to HNW clients — directly comparable service model and target client base as StrongBox, though at significantly greater scale.

Broad incumbents

• Edelman Financial Engines: Large independent RIA serving mass-affluent and HNW clients with financial planning and investment management — comparable advisory services at much greater scale, though with broader lower-AUM client mix.
• Baird (Robert W. Baird & Co.): Employee-owned wealth management and investment bank with a strong Midwest HNW practice — directly overlapping target client base and service categories with StrongBox but operating as a much larger, diversified incumbent.
• Mariner Wealth Advisors: National independent RIA offering wealth advisory, tax, estate, retirement plan, and family office services — directly overlapping service categories but operating at materially greater scale and geographic breadth.

Regional players

• Plante Moran Financial Advisors: Midwest-based registered investment advisor affiliated with Plante Moran — comparable regional positioning, HNW client focus, and integrated tax/wealth advisory model relevant to StrongBox's Midwest footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/strongbox-wealth
• Xx.com/StrongboxW68812
• Facebookfacebook.com/StrongBoxWealth

Compliance1 record

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 StrongBox Wealth