Our Interest Are Aligned With Yours:
Quantum Financial Partners was founded originally as Heritage Private Capital in 2003, by Jeffrey White and Kenrick Moore in Overland Park, KS. The firm was founded upon the belief that all investors should be set up for success, maximizing returns while minimizing fees, and providing the highest level of knowledge and care towards all clients, while having completely open architecture to best serve them. In 2005, Heritage Private Capital became Quantum Financial Partners, LLC., and still operates as such today. Quantum Financial Partners maintains an office in Overland Park, KS, along with an office in Omaha, NE.
What’s behind our name? The word “Quantum” in itself is a paradox. Quantum is the Latin word for amount and in scientific usage, means the smallest possible discrete unit of any physical property, such as energy or matter.
In everyday conversation however, it has come to mean “large” or “sudden and significant” as in “a quantum leap”.
In practice, both. Certainly, we would like Quantum to become larger. Certainly, no client would turn down a quantum leap in their assets. Our clients’ long-term investment success, however, depends on us doing the small things; executing on the fundamentals:
When we execute on the elements, we help our clients achieve their Quantum expectations.
Clients of Quantum Financial Partners can rest easy knowing the leadership team has over 65 years of combined experience in the financial industry in everything from large banks and broker/dealers to boutique firms and insurance companies. The financial industry is an ever changing, constantly evolving animal that requires this experience, and the competency to navigate it in our client’s best interest.
Managing Partner | Investment Advisor Representative
Partner | Portfolio Manager | Investment Advisor Representative
Partner | Investment Advisor Representative
Managing Partner | Investment Advisor Representative
Investment Advisor Representative
Office Manager | Client Associate