Homuth Lore Wealth Management Group

Merrill Lynch Wealth Management
3401 College Blvd
Leawood, KS 66211
(913) 906.5245
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Welcome

The Homuth Lore Wealth Management Group is committed to understanding your values and what you want to accomplish with your assets. Using a comprehensive wealth management planning process we help our clients define their financial goals and put a strategy in place to achieve them. We believe the value delivered to you reaches well beyond investment management; it extends to the advice and guidance that may be of assistance in nearly every aspect of your financial life.


Our typical clients are business owners, executives, and high net worth individuals and their families. Our team is well versed in complex wealth planning strategies affecting individuals and families with significant assets.
Recognition
Richard Homuth
Managing Director, Senior Financial Advisor
Barron's "Top 1,200 Financial Advisors", 2018
(Published on March 12, 2018. Rankings based on data as of September 30, 2017.)
Forbes "Best-in-State Wealth Advisors", 2018, 2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
The Homuth Lore Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Personalized Concierge Service

Our unique service model insures that each client is assigned a dedicated Client Experience Manager. We know our clients and our clients know who they're speaking to each time they call. Whether it's your Merrill investment accounts or your Bank of America bank accounts, we provide a single point of contact.

Our service team is comprised of industry veterans who provide knowledgeable, top quality service to our clients and truly care about each family they work with.

Meet Our Team
Richard Homuth,

CPWA®

Managing Director, Senior Financial Advisor
913.906.5245
Tonya Lore,

CFP®

Financial Advisor
913.906.5292
Michael Homuth
Senior Financial Advisor
913.906.5305
Cynthia A Van Cleve
Officer, Registered Senior Wealth Management Client Associate
913.906.5272
John Barry
Officer, Registered Senior Wealth Management Client Associate
913.906.5273
Yaritza Treviño
Yaritza Treviño
Wealth Management Client Associate
913.906.5212
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.