Max W. Greer, Jr., our founder, began his professional career in 1970. Through his own experiences, he recognized the inherent conflicts that occurred with commission-based, product-focused approaches to financial planning.

For this reason, he expanded into the financial services industry in 1979, and founded Financial Advisory Service, Inc. (FAS) on the principle of meeting the comprehensive financial needs of clients, not to simply sell products. As FAS grew, team members with qualified skills were added, allowing the firm to further its goal of providing comprehensive wealth management services to corporate executives, business owners, professionals, and retirees.

Today, FAS has offices in Leawood, Kansas and Tulsa, Oklahoma and serves clients across the nation.  Our team assists hundreds of individuals, families and businesses, placing FAS among America's leading independent wealth management firms.

• FAS is a boutique, financial services firm specializing in fee-based financial planning and investment management services.
• FAS is a Registered Investment Adviser with The Securities Exchange Commission.
• FAS is a firm driven by its desire to deliver unbiased and personalized, comprehensive wealth management solutions.
• FAS is staffed by experienced and credentialed professionals that leverage a team approach to provide the highest levels of expertise and objectivity.
• FAS is client-focused, taking a holistic approach to wealth management by focusing on investments, risks, insurance, taxes, estate planning, retirement planning, cash and credit management, fiduciaries, trusts and wills.
• FAS is employee-owned, and we are committed to exceed client expectations and guide the firm’s long-term success.