Beyond Wealth

Hannah Casteel is a CFP® professional with two years of experience in financial advising. She currently works at Beyond Wealth and previously held roles at Keen Wealth Advisors and Balanced Financial Planning, Inc. Prior to her advisory career, she spent several years in various positions at Kansas State University and other organizations. Beyond Wealth offers comprehensive financial planning combined with ongoing investment management for individuals, charitable institutions, foundations, and businesses. The firm uses a strategic asset-allocation approach focusing on lower-risk equities and provides portfolio customization options including socially responsible investment screening.

Andrew Comstock is a CFA® charterholder with 16 years of industry experience. He has been with Castlebar Asset Management since 2012. He is based in Overland Park, KS, and is affiliated with Beyond Wealth. Beyond Wealth provides comprehensive financial planning and investment management to individuals, charitable institutions, foundations, and businesses, offering these services as a bundled engagement. The firm uses a strategic asset-allocation framework and fundamental equity analysis focused on lower-risk stocks over a multi-year horizon, with options for portfolio customization and socially responsible investment screening.

I once read that to find the work you were meant to do, you must satisfy three things: doing something you’re good at, feeling appreciated, and believing your work is making people’s lives better. I can truly say that as a financial planner and co-founder of Beyond Wealth, I have found my calling. My mission as a CERTIFIED FINANCIAL PLANNER™ is to empower my clients to take control of their financial lives by providing the guidance and education they need to make important financial decisions with confidence. I started my career in finance in 2005 and over the course of the last 15 years have been dedicated to continually learning everything I can about ways to help my clients achieve amazing things with their money. Early in my career, I was discouraged by the lack of engagement with our female clients. I decided I wanted to do something about it! I am passionate about working with female professionals, executives, and entrepreneurs, giving them the opportunity to fully engage with a trusted advisor who is as enthusiastic as they are about achieving their goals. Together with my partner, Andrew, we are committed to forging a long-lasting relationship with you and walking with you on your journey toward financial independence. When I’m not at the office, I enjoy spending time with my husband, Jon, and two kids, Alexa and Ethan. When we are not chauffeuring our children to sports and activities, my husband and I enjoy playing golf and love all forms of live entertainment—anything from rock concerts to Broadway musicals. I’m a major sports junky and especially love watching Oklahoma Sooner football along with our beloved Kanas City Chiefs. My lifelong dream is to live on the beach someday, but until then, I enjoy exploring new vacation destinations with my family whenever we can. If you’re looking for a wealth advisor in Kansas City who will work collaboratively with you and leaves you excited about the possibilities of your future, I’m your woman! Reach out to me anytime.