What’s behind our name? The word “Quantum” in itself is a paradox. Quantum is the Latin word for amount and in scientific usage, means the smallest possible discrete unit of any physical property, such as energy or matter.
OUR SERVICES
Make your money work for you.
Investment Strategies
We believe if we can limit and manage the downside risk for our clients in today’s VOLATILE and CHAOTIC world we will outperform the majority of investment advisors for years to come.
Executive Benefits
Executive benefits can be very complex but also a very powerful tool used to recruit and retain key personal.
Alternatives
Quantum Financial Partners has become a leader in overseeing, balancing and managing diverse alternative strategies and investment opportunities.
WHO WE ARE
Quantum Financial Partners was founded originally as Heritage Private Capital in 2003, by Jeffrey White and Kenrick Moore in Overland Park, KS. The firm was founded upon the belief that all investors should be set up for success, maximizing returns while minimizing fees, and providing the highest level of knowledge and care towards all clients, while having completely open architecture to best serve them. In 2005, Heritage Private Capital became Quantum Financial Partners, LLC., and still operates as such today. Quantum Financial Partners maintains an office in Overland Park, KS, along with an office in Omaha, NE.
OUR CAPABILITES
Our strategies are customized for each client we serve.
OUR HISTORY
Quantum Financial Partners was founded originally as Heritage Private Capital in 2003, by Jeffrey White and Kenrick Moore in Overland Park, KS. The firm was founded upon the belief that all investors should be set up for success, maximizing returns while minimizing fees, and providing the highest level of knowledge and care towards all clients, while having completely open architecture to best serve them.
In 2005, Heritage Private Capital became Quantum Financial Partners, LLC., and still operates as such today. Quantum Financial Partners maintains an office in Overland Park, KS, along with an office in Omaha, NE.
SERVICES OFFERING
At Quantum Financial Partners, we work with clients in all stages of life: those with emerging wealth to our ultra-high net worth individuals. Our clients are retired from the work force, business owners, employees, and those just starting out. Our advisors have a vast array of experience in all aspects of wealth management, whether you are just starting out or you want to ensure all the hard work you have put in over many years does not go to waste.
Quantum Financial Partners offers a variety of investment services/strategies for our clients. Typically, advisors will target a mix of equities and fixed income based upon your age and an arbitrary formula. Our advisors look much further, not only at where you are in life, but your goals, individual tolerance, and what YOU want your investments to accomplish. We look outside of the typical equity/fixed income portfolio and, if prudent, expand our client’s diversification among alternative investments as well.
OUR EXPERT ADVISORS
Clients of Quantum Financial Partners can rest easy knowing the leadership team has over 65 years of combined experience in the financial industry in everything from large banks and broker/dealers to boutique firms and insurance companies. The financial industry is an ever changing, constantly evolving animal that requires this experience, and the competency to navigate it in our client’s best interest.
Jeffrey A. White
Managing Partner | Investment Advisor Representative
Kenrick H. Moore
Partner | Portfolio Manager | Investment Advisor Representative
David Baumann
Partner | Investment Advisor Representative
Adam L. Musfeldt
Managing Partner | Investment Advisor Representative
Brett Renner
Investment Advisor Representative
Carri Underwood
Office Manager | Client Associate
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