We Stay Focused on Market Trends, so You Don't Have To

Who Are We?

Who Are We?

Instrumental Advisors is a boutique financial planning and investment management firm founded in 2013 by R. Brook Menees, CFP®. We work daily to assist business owners & individuals who have the financial resources and/or income to build & preserve their wealth for important personal goals, business goals, and/or charitable causes. We have helped clients live through three of the worst bear markets in US history, wars in the Middle-East and Bosnia, the Asian currency crisis, the Mexican peso & Russian ruble collapses, the worst global financial crisis since the Great Depression, and the Covid-19 global pandemic.

What We Bring to the Table

What We Bring to the Table

Our professional goals are, including but not limited to:

1. Make each client feel important no matter their wealth or income...

2. Serve clients at a high level...

3. Manage clients' monies in a manner as perfectly mirrored to their risk tolerance & time horizon(s) as possible...

4. Assist our employees to have all the success & financial independence we strive to accomplish for our clients...

5. Leave our profession better than it was before our arrival by contributing time, energy, & resources toward this end, and...

6. Bring a great attitude to the office everyday so that our passion for the work we do for clients shines through.


What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax
Planning

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Learn More
RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn More
The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
Learn More

Our Professionals

R. Brook Menees, CFP®

Founding Partner & Financial Advisor

913-322-2100

913-322-2101

Brook.Menees@InstrumentalAdvisors.com

Brook is a CERTIFIED FINANCIAL PLANNER TM  professional with over 25 years of experience as a financial advisor. He works tirelessly to assist business owners and individuals who have the financial resources to build and preserve their...

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Patti Payne

Administrative Assistant

913-322-2100

913-322-2101

Patti.payne@instrumentaladvisors.com

Patti brings over 15 years of office experience in various industries including construction, appraisals and special education. She enjoys working with clients and brings her enthusiasm and strong work ethic to the office every day....

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Weekly Market Commentary

Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.

Download Market Commentary

Download Economic Commentary

Learn How We Can Help You

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