About Us | Mygreenbucks.net
Who we are
Rooted in Kansas City. Grown with Integrity.
Meet the fiduciary financial advisors at My-greenbucks.net. 20+ years of serving Kansas City families with transparent, fee-only wealth management.
My-greenbucks.net was born out of a simple desire: to bring Fiduciary-First advice back to my neighbors. We stripped away the corporate overhead, the marble lobbies, and the sales managers. What’s left is a boutique firm focused entirely on you, your family, and your specific financial ecosystem.
What “Green Wealth” Actually Means
When people hear our name, they sometimes ask, “Is this just about environmental investing?”
While we are experts in ESG (Environmental, Social, Governance) strategies, “Green” means something much broader to us. It represents the quality of the financial planning we provide.
Clean
No hidden commissions. No “dirty” fees. Just transparent, Fee-Only Planning.
Sustainable
We don’t chase the flavor of the week. We build portfolios meant to survive and thrive over decades, creating multi-generational wealth.
Efficient
We focus heavily on Tax-Smart Investing. We believe keeping more of your “green” away from the IRS is just as important as earning it in the market.
We aren’t a 1-800 number. When you call us, you get us. We believe in “Midwestern warmth”—which means we look you in the eye, shake your hand, and tell you the truth, even when the market is acting up.
David Williams
Our mission
For over two decades, I walked the halls of the big financial institutions. I saw how the sausage was made. Too often, “financial advice” was just a thinly veiled sales pitch for the product of the month—proprietary mutual funds with high fees, complex insurance policies, and strategies designed to benefit the shareholder, not the client.
We believe in transparency, integrity, and a commitment to delivering results for our clients.
At David Williams, our mission is straightforward yet impactful: to empower traders worldwide with the essential trifecta of knowledge, tools, and unwavering support, ensuring their success in the ever-evolving realm of trading. We are driven by a steadfast commitment to transparency, integrity, and delivering tangible results for our valued clients. Through our dedication to transparency, we aim to foster trust and openness, providing traders with the clarity they need to make informed decisions. With integrity at our core, we uphold the highest ethical standards in all our dealings, building enduring relationships based on honesty and respect.
Above all, our mission is fueled by a relentless passion to see our clients thrive, armed with the resources and guidance necessary to navigate the dynamic landscape of trading with confidence and resilience.