Headquartered in Leawood, Kansas, The Verhaeghe Group has distinguished itself by providing customized advice and guidance to a select group of business owners and affluent families. We are a ten-member team, servicing over $1 billion in client balances as of June 2025. We are relentless in our focus on risk-adjusted performance relative to each family’s long-term goals. We bring warmth, compassion, and coordination to families’ wealth management that we believe is distinctive.
Our practice is deeply committed to helping families preserve and grow their generational wealth. We work closely with our clients' tax and estate professionals to help ensure that all aspects of their family, business, and investments are thoughtfully integrated into a cohesive plan. Helping to protect purchasing power after taxes and inflation is a true passion that guides our planning and investment process.
Within our group, we possess a myriad of industry accolades and designations, including CFP® professional, CPWA®, CIMA®, and CRPC™ designations. Additionally, the team has been honored by Forbes. The Verhaeghe Group was named to the Forbes "Best-in-State Wealth Management Teams" list, 2024-2025 (Published annually in January. Rankings based on data as of March 31 of prior year).* Phil Verhaeghe has been nationally recognized by Barron's and Forbes. Phil was named to the 2018 Barron’s "Top 1,200 Financial Advisors" list (Published on March 12, 2018. Rankings based on data as of September 30, 2017)** and named to the Forbes "Best-in-State Wealth Advisors" list, 2018 – 2020 and 2022 – 2025 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).***
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*Forbes “Best-in-State Wealth Management Teams” list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
**2018 Barron’s “Top 1,200 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated for the firm, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any one client’s experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
***Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.*
Welcome to The Verhaeghe Group, where we work with a select group of families to help them navigate the complexities of managing significant wealth. Our practice is intentionally structured to provide highly personalized service, which is why we typically work with families who have achieved at least $5 million in net worth. While this is our general guideline, we occasionally extend our services to families who share our commitment to building a thoughtful, generational wealth plan—particularly when they are on a clear trajectory toward that level of wealth and share our values around financial stewardship.
We focus on understanding each family's vision for their legacy, collaborating closely with their tax and estate professionals, and creating an integrated plan that is designed to support both the preservation and growth of generational wealth. We invite you to learn more about how we can help you and your family achieve your long-term financial goals.
CRPC™
CRPC™
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.
