Modern Wealth Management
46yrs
Top advisor by experience in Kansas City
2yrs
Based in Kansas City, Missouri, Matthew Eilert is a fiduciary financial advisor with 2 years of industry experience. Matthew has been with Atwood & Palmer since 2025; before that, Matthew spent a year at Creative Planning. Atwood & Palmer offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 540 advisors with offices in Kansas City, and one of 490 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office4520 Madison Avenue Suite 200, Kansas City, MO 64111
FirmAtwood & Palmer
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$3.81 million
Advisors at the firm7
States licensed ?1 state
Services through Atwood & Palmer
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Oct 2025 – nowAtwood & Palmer, Inc.Current firm
- Aug 2024 – Sep 2025Creative PlanningPreviously
Contact Matthew
(816) 931-2266Atwood & Palmer main office 4520 Madison Avenue Suite 200Kansas City, MO 64111Office · Get directions Firm websitewww.atwoodpalmer.com
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Atwood & Palmer at (816) 931-2266 and ask for Matthew Eilert. Matthew works from the Kansas City, MO office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Matthew hold?
Series 65. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Atwood & Palmer reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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