By Bryan Sarff, CFP®
All business owners must one day exit their business. Watch my video to hear how our team helps you make the transition smooth and easy.
Bryan Sarff is the founder and CEO of True Wealth & Company and has been serving clients’ financial needs since 2003. His services cover all areas of the wealth management process, including business succession planning, investment strategies, business value acceleration, retirement planning, legacy planning, and insurance planning. Bryan acts as a personal wealth manager for successful business owners and thrifty millionaires who want to make work optional and join our Work Optional Wealth™ community. When working with clients, his highest priority is to help them “achieve financial independence and economic freedom” so they can spend more time doing what they love.
Bryan has a Bachelor of Science in Business Administration in Marketing from the University of Missouri – Columbia. Before transitioning to wealth management, he spent eight years working for Lear Corporation and GE leading successful process improvement initiatives at multiple locations. In 2009, he earned the Certified Financial Planner™ designation. Outside of the office, Bryan has spoken at hundreds of wealth management workshops, hosted financial talk radio shows, the “Let’s Make Work Optional” Podcast, and is launching a new podcast in 2023. In the community, he is involved with Strive 4 Life, and the Johnson County Christmas Bureau. He enjoys playing golf, swimming, smoking tasty ribs on his Traeger, traveling with his wife and three daughters, attending concerts, and is a fan of the Kansas City Chiefs and Mizzou Football. To learn more about Bryan, connect with him on LinkedIn.