Lenexa, KS Office

Team
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Family Investment Center

Team

Firm-wide stats for Family Investment Center

Total advisors

12

Across 3 offices

Clients per advisor

73 High

Avg AUM per client

$745,114 Low

HNW client ratio

30% Typical

About

Family Investment Center is a registered investment adviser operating with a team of about a dozen advisors and managing roughly $689 million for approximately 873 clients. The firm works with individuals and families (including high‑net‑worth clients), as well as pension plans, charitable organizations and businesses, offering discretionary and non‑discretionary portfolio management alongside comprehensive financial planning services such as tax preparation, retirement planning and estate‑plan reviews.

The firm describes a fundamentally driven, long‑term investment approach that incorporates diversification across market capitalizations and tax‑aware considerations, supported by tools like Morningstar Advisor Workstation and Nitrogen Wealth Software for securities and fund analysis. Financial planning engagements are structured, with multiple scheduled meetings in the initial year and periodic renewal reviews, and managed accounts are monitored daily with limits on certain discretionary authorities (for example, no authority to withdraw client funds).

What is distinctive for this team is the incorporation of client communications and education into its service model: the firm issues periodicals/newsletters and conducts seminars or workshops, practices that are less common among comparable advisor teams. The firm also discloses that its leadership has ownership interests and board roles in a trust company it may recommend for custody or trust administration, a relationship the firm identifies as a potential conflict when making those recommendations.

Based on Family Investment Center

Expertise

General retirement planning Retirement income strategy Wealth management Charitable giving tax strategies

Based on Family Investment Center

Occupation focus

Founder/Business Owner

Based on Family Investment Center

Location

11253 Strang Line Road

Lenexa KS 66215

Advisors at this office

4

Advisors at this office

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Taren M

CFP®, Series 65

Lenexa, KS

Family Investment Center

Taren Mcmurray is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Family Investment Center since 2018 and previously spent 11 years at GTRUST Financial Partners. Family Investment Center is a registered investment adviser with a team of 12 advisors managing approximately $689 million for nearly 900 clients. The firm serves individuals, families including high-net-worth clients, pension plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning. Their investment approach emphasizes fundamental, long-term strategies with diversification and tax-aware considerations, and they incorporate client education through newsletters and seminars as part of their service model.

General retirement planning Retirement income strategy Wealth management Charitable giving tax strategies Founder/Business Owner

Nate G

CFP®, EA

Lenexa, KS

Family Investment Center

An experienced fee-only financial planner, I work alongside a strong team helping many families across the United States fulfill their dream of reaching financial independence. Our focus on middle and upper-middle class families allows us to provide comprehensive financial planning and investment management through a fiduciary, fee-only approach. I enjoy helping clients make their money work more efficiently and effectively through proven financial planning systems and processes. Serving as a trusted resource gives clients confidence that they have an experienced professional to turn to when important financial decisions arise, helping reduce the stress and uncertainty that often accompany those decisions. I began my career in financial services after earning my undergraduate degree in Business Administration from Kansas State University in 2009 and have spent well over a decade providing financial planning advice to hundreds of client families. I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2014 and have been professionally preparing individual income tax returns since 2012. In 2024, I became an Enrolled Agent (EA) with the IRS, further strengthening my ability to incorporate tax planning and preparation into comprehensive financial advice. My extensive experience in financial planning, investment management, and taxation allows me to bring a well-rounded perspective to each client's financial life. By integrating these areas rather than viewing them in isolation, I help families make informed financial decisions, identify opportunities, and develop strategies designed to help them achieve their long-term goals.

Wealth management General tax planning Founder/Business Owner Gen X (Born 1965-1980)
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Tanner G

CFP®

Lenexa, KS

Family Investment Center

Tanner Garrett is a CFP® professional with three years of experience in the financial advisory industry. He is currently with Family Investment Center, where he has worked since 2021. Prior to this, his work history includes roles outside of finance such as positions at HyVee and Amazon Fulfillment. Family Investment Center is a registered investment adviser with a team of about 12 advisors managing approximately $689 million for nearly 900 clients, including individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach with diversified portfolios and tax-aware strategies, alongside comprehensive financial planning services that emphasize client communication and education through newsletters and seminars.

General retirement planning Retirement income strategy Wealth management Charitable giving tax strategies Founder/Business Owner
user avatar

Richard S

CFP®, CFA®, Series 63

Lenexa, KS

Family Investment Center

Richard Salmen is a CFP® and CFA® with 10 years of industry experience. He has worked at Family Investment Center since 2017 and previously held positions at Northern Financial Advisors, Inc. and BOK Financial Securities, Inc. Outside of his advisory work, Salmen operates a pilot services business. Family Investment Center is a registered investment adviser with a team of about twelve advisors managing approximately $689 million for a client base that includes individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach and integrates client communications and education through newsletters and workshops as part of its service model.

General retirement planning Retirement income strategy Wealth management Charitable giving tax strategies Founder/Business Owner
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