ViaWealth

ViaWealth

ViaWealth was established in 2018 by CEO Steve Burnett as a fiduciary RIA headquartered in Leawood, Kansas. The firm organizes around a classic wealth management architecture — combining personal financial planning, investment management, and business advisory for individual and high-net-worth clients. Its founding cohort emerged from prior relationships in Kansas City-area financial services, bringing a local-market intimacy that national-scale aggregators rarely replicate in the mid-continent. The firm's strategy covers asset allocation, retirement planning, tax-aware portfolio construction, and risk management. It deploys client capital across public equities, fixed income, alternatives, and private credit exposures — structuring custom portfolios rather than forcing in-house products. ViaWealth serves as both a financial planner and a de facto outsourced family office for business owners navigating liquidity events, concentrated stock positions, and intergenerational transitions. Geographic coverage centers on the greater Kansas City metropolitan area, extending across Johnson County and into Missouri. The advisory team has expanded steadily since 2018, with CIO Kurt Roney leading investment policy and portfolio design. Staffing and AUM figures are not publicly disclosed, consistent with a privately held RIA of its scale. No adjacent philanthropic vehicles or separate operating businesses are known. In recent years the firm has deepened its business-owner advisory practice — aligning tax, estate, and investment planning for clients whose net worth is tied closely to privately held enterprises — a move that signals durable expertise in Midwestern entrepreneurial wealth. What distinguishes ViaWealth structurally is its deliberate geographical concentration. In an era of Zoom-based advisors and national RIA roll-ups, Burnett's team operates where the balance sheets are — walking clients through pre-exit planning, trust structures, and concentrated equity hedging in Johnson County conference rooms. This embedded-advisor model makes the firm function less like a generic wealth manager and more like an on-call financial committee for local business families.