Paul Ward, CRPC®

Managing Partner, Financial Advisor

My Background

I am a born-and-raised Kansan. After earning a Business degree from Kansas State University in 2006, I entered the financial services industry and have been serving clients by providing financial planning advice and investment management. I attained the Chartered Retirement Planning Counselor℠ (CRPC®) designation in 2007 and utilize my financial acumen to ensure families are making sound financial decisions. My areas of expertise include comprehensive financial planning, asset accumulation, retirement distributions, tax strategies, estate planning, investment management, and insurance planning. I am a Managing Partner and Financial Advisor with nVision Wealth, as well as a LPL Registered Principal.

My Approach & Philosophy

It has been a blessing for me to serve clients in the investment industry since 2006. I love the day to day interactions with people and there is no greater feeling than when someone walks out my office knowing that they have achieved a milestone that we had been planning for.
I believe the largest differentiator between other advisors and me is how I’ve structured my practice. Unlike many advisors in my industry who only care about finding the next client or sales growth, I have taken a unique path to intentionally keep a smaller client base and only work with referred clients that are a good fit. This makes my job more enjoyable, not only for me, but also for my clients because I have the time to make a deep connection and truly understand them. I use the word client, but these relationships are friendships. We do life together – attend weddings, graduations, charity events, kids sporting activities. There is deeper connection there beyond finances.
I could talk about economics, market conditions, Sharpe ratios, standard deviation – but you don’t need to worry about that. It is my job to know what is going on in the financial world. You need to find an advisor that cares about you and your success. An advisor who has the time to proactively look for ways to improve your financial situation. An advisor who is so accessible he gives you his personal cell phone number. An advisor who truly cares about you.

My Personal Life

When not at the office crunching numbers, I enjoy time at home with my wife Ashley, our son Ty, and our daughter Lorelei. Beyond work and family time, I can be found serving my church, coaching Ty’s tee-ball team, sitting around a fire-pit with trusted friends, crouched in a duck blind, or at just about any sporting event. I find great fulfillment volunteering with God’s Army in Kansas City to revitalize the homes of people in need throughout the metro area.