Coordinated wealth planning for Kansas City business owners, ESOP participants, and families.

We work with clients whose financial lives are more complex than a portfolio — owners with significant equity in their business, employees navigating ESOP diversification, distribution, and tax decisions, and families coordinating wealth across generations.

What we focus on:
Retirement plan advisory for small and mid-sized businesses (401(k), SIMPLE IRA, plan design and benchmarking) • ESOP participant planning (diversification elections, NUA tax analysis, distribution timing, rollover decisions) • Investment management and portfolio construction • Insurance and estate planning coordination • Integrated tax-aware planning across the household
Managing Partner Brian Lore holds the CIMA® (Certified Investment Management Analyst) and AIF® (Accredited Investment Fiduciary) designations. His career spans both the asset-manager and broker-dealer sides of the industry, giving him a 360-degree view of plan structure that complements participant-level advice.
Blue Valley Wealth Management is based in Overland Park, Kansas, and serves clients across the Kansas City metro. The firm is a Principal Financial Network member.
Securities and advisory services offered through Principal Securities, Inc., Member SIPC. Blue Valley Wealth Management is not an affiliate of any company of the Principal Financial Group®. AIF® is an educational designation only; the AIF designation does not mean the holder is acting in a fiduciary capacity.


Blue Valley Wealth Management

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Blue Valley Wealth Management

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