Wealth managed with the downside in mind.
Quantum Financial Partners is an independent advisory firm built on a simple conviction: long-term investment success comes from disciplined risk management — protecting capital in difficult markets so it can compound in good ones.
Big outcomes are built from small, disciplined decisions.
"Quantum" is a paradox — it means the smallest possible unit, yet we use it to describe great leaps. That's how we invest: consistent execution of the fundamentals, compounded over time.
The Old Way
Stocks and bonds in a static allocation. When markets fall, there's nowhere else to go — and the average allocation investor absorbs the full ride down.
The Quantum Way
Stocks, bonds, and alternatives — actively managed, hands-on, and flexible enough to adjust when markets demand it. Designed to limit drawdowns first.
Four practices. One standard of care.
From a child's first custodial account to institutional portfolio oversight, every client gets a strategy built for their situation — never a cookie-cutter model.
Personal Strategies
Financial planning, brokerage, retirement accounts, Roth & rollover IRAs, 529 college savings, UGMA/UTMA custodial accounts, and estate & trust coordination for every stage of life.
Business & Executive Strategies
Executive benefits designed to attract, retain, and reward key people — 401(k) plans, non-qualified & deferred compensation, bonus structures, 10b5-1 planning, and premium financing.
High-Net-Worth Strategies
Advanced wealth preservation, tax-efficient planning, estate structuring, and access to alternative strategies for qualified investors.
Non-Profit Strategies
Outsourced CIO services with full portfolio management — growth, sustainability, and compliance handled, so your organization can stay focused on its mission.
Experience from every corner of the industry.
Our leadership has navigated large banks, broker-dealers, boutique firms, and insurance companies — perspective that only comes from seeing the industry from every side.
Overland Park, KS
Jeffrey A. White
Managing Partner
Senior Wealth Advisor
Kenrick H. Moore
Partner
Chief Investment Strategist
Senior Wealth Advisor
Charlie H. Koch, MBA, CFP®, CPWA®
Partner
Senior Wealth Advisor
Nicholas T. Rossin, CBDA®
Partner
Senior Wealth Advisor
Erin Juliff
Office Manager
Client Associate
Rochelle Rocha
Client Associate
Omaha, NE
Adam L. Musfeldt
Managing Partner
Chief Compliance Officer
Senior Wealth Advisor
David S. Baumann
Partner
Senior Wealth Advisor
Brett A. Renner
Investment Advisor Representative
Carri Underwood
Office Manager
Client Associate
Already a client? Everything you need is here.
Account Access
View balances, statements, and activity through Schwab Alliance, our custodial partner.
Log in to Schwab →Form CRS
Our Customer Relationship Summary — a plain-language overview of our services, fees, and obligations to you.
Download PDF →Talk to Your Advisor
Questions about your portfolio, a life change, or an upcoming decision? Reach out any time.
Contact us →Two offices. One conversation away.
Overland Park
- Phone
- (913) 538-5753
- info@qfpwealth.com
- Office
- 8700 Indian Creek Parkway, Suite 150
Overland Park, KS 66210
Omaha
- Phone
- (402) 513-0555
- info@qfpwealth.com
- Office
- 3803 N. 153rd St., Suite 202
Omaha, NE 68116