A life lived without intention is tragic.

We're here to help you spend without guilt, give without worry, and live with intention.

Financial Freedom | Kansas City | Dogwood Wealth Management

Are you actually living how you want?

And what do you want out of life? These are the questions that begin our relationship together. Through a reflective process and creative financial planning, we help you live out your answers throughout your retirement.

At Dogwood, you get:

A made-just-for-you financial plan, designed to help you live purposefully.

Take a look at our core beliefs.

We believe in being transparent and straightforward. So we’ve laid out what you can expect if you work with us and how we approach financial planning.

Core Beliefs | Kansas City | Dogwood Wealth Management

Two advisors > one advisor. The golden rule reigns. Wealth ≠ genuine fulfillment. Full-picture guidance is key.

Financial Advisors | Kansas City | Dogwood Wealth Management

Two advisors > one advisor.

We (Eric and Jason) put our minds and resources together to offer you the best ideas to reach your goals. You receive the full abilities of two experienced financial professionals and our network of tax and estate planning specialists. We are great at working together and share integrity-driven values.

The Golden Rule of Finances | Kansas City | Dogwood Wealth Management

The golden rule reigns.

We advise people in one of the most consequential areas of their lives. This is a responsibility we don’t take lightly. We provide the same financial advice we would give a close family member or loved one (and the same advice we’d follow ourselves).

Wealth Is Only Part of Genuine Fulfillment | Kansas City | Dogwood Wealth Management

Wealth ≠ genuine fulfillment.

Simply implementing “smart” financial practices won’t cut it. They have to be uniquely and creatively crafted for you. Understanding your story—and where you want it to go next—is the first step to getting financially organized.

Financial Guidance | Kansas City | Dogwood Wealth Management

Full-picture guidance is key.

Why? Here’s an example: investing well can only get you so far if it means you have to pay a lot more in taxes. To prevent things like this, we always consider all parts of your financial life when making decisions, such as taxes, protection and estate planning.

No More Money Stress | Kansas City | Dogwood Wealth Management

It’s high time you free yourself from money stress.

The truth is the majority of people live with underlying anxiety about money. Maybe it creeps in just once a week or every few weeks. But at its worst, it’s a nagging feeling you can’t quite shake. If this resonates with you, let's talk.

About Dogwood Wealth Management

We’re not just here to help you save / invest / plan / budget.

Our larger goal is to help you live better.

Getting To Know You Financially | Kansas City | Dogwood Wealth Management

Our Approach

Spreadsheets don’t cut it here.

Your finances are directly intertwined with your life. And your life can’t be boiled down to numbers on a grid, an algorithm, or a cookie-cutter strategy. Organizing your money requires creative thinking and solutions that go beyond numbers and even beyond wealth management.

So when you work with us, we have open conversations about what’s most important to you.

What fulfills you most? What do you value, and how do you want to live? We challenge you to reflect, to get specific, and to be as honest as possible. Then, we create holistic solutions covering all areas of your finances that interact directly with your life.

We’re passionate about improving your life, so we’re adamant about our client-first philosophy.

We give sound advice that works for your benefit, not ours. We’re humbled by the trust our clients place in us, and we strive to continually earn this trust by working with uncompromising integrity and a commitment to your best interest. That’s what it means to us to be your financial partners, and if our philosophy resonates with you, we want to hear from you.

Meet The Founders

Eric Sheerin, AIF®

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Eric Sheerin, AIF^®

I began my career in the financial industry in 2003. I’ve always had a passion for helping individuals realize their financial goals through a balanced life approach while working with clients to discover what is truly important to each individual client in their retirement. In 2022, along with my business partner, Jason Newcomer, I launched Dogwood Wealth Management. This is an important step in allowing me to deliver on essential aspects of a stable and durable retirement plan for my clients.

I have been blessed to have four wonderful children with my wife, Sarah. My wife and I met at Kansas State University and have thoroughly enjoyed making Kansas our home. We currently reside in Shawnee, KS and enjoy an abundance of outdoor activities and living life to the fullest.

As we all know, life can throw many curveballs. Living each day to the best of my ability and embracing the unforeseen life circumstances that may come our way is a challenge I set for myself daily.

Jason Newcomer, CFP®, EA, AIF®

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Jason Newcomer, CFP^®, EA, AIF^®

After more than a decade of working at my previous firm, where at some point I did just about every job under the sun, I launched Dogwood alongside my good friend and business partner Eric. I am a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary, and an Enrolled Agent. I also have served as a board member for the Greater Kansas City Financial Planning Association.

What I enjoy most about being a financial planner is getting to know the families who I work with and helping them see and think about money as a tool that can be used to build a truly fulfilling life.

I am a lifelong Kansas City resident, save the four years I spent in Springfield at Missouri State University. I am married to my high school sweetheart, Lauren. Together we have a beautiful daughter, Remi Jo. If I wasn’t a financial planner, I’d probably be trying to find a way to make a living as a hunter, fisherman, and beer brewer.

How We Help

Let’s structure your financial picture to empower your ambitions.

Financial Services | Kansas City | Dogwood Wealth Management

What We’ll Do for You

Coordinate with external professionals on your behalf

Create a plan addressing every single aspect of your finances

Provide ongoing financial guidance as your life evolves

No siloed actions taken here.

Just comprehensive wealth management to organize your money and everything that touches it. Through a calendar-based, year-round services approach, we’ll meet 3 times a year to review all parts of your strategy and make any updates to each area:

Tax Mitigation | Kansas City | Dogwood Wealth Management

Taxes

Tax preparation, communication with your accountant, and proactive tax planning

Estate Plan

Planning and collaboration with your attorney

Risk Management | Kansas City | Dogwood Wealth Management

Protection

Risk management and insurance planning

Investments

Personalized portfolio structuring and management

An experience so clarifying you might wish you did it years ago.

Work with us to transform your finances from a source of anxiety into one of your biggest sources of confidence.

Begin with a Conversation

Getting Started

Our process centers on your story.

Ready To Retire | Kansas City | Dogwood Wealth Management

Launch into your next chapter.

Together, we’ll build a meaningful relationship to help you take control of your retirement. Whether you still have a couple of years until you’re ready to close the door on your career—or you’re already in retirement—our focus is on understanding your deepest-held aspirations. No matter where you’re starting from, we’re committed to creating clear, personalized solutions that align with your greatest desires.

Step 1

Have a Brief Conversation

We like to have an initial call or meeting to answer any preliminary questions you have and share more about how we serve our clients. Simply choose a time that works for you.

Step 2

Uncover Where You Are and Where You Want to Go

In our next call or meeting together, we’ll dive deeper. This is the time when we’ll discuss what it is that makes your life fulfilling and what you want to experience more of. We’ll also take a close look at your full financial picture, learning about your priorities, needs and specific goals.

Step 3

Craft and Deliver Your Plan

We’ll carefully brainstorm and develop solutions to increase your likelihood of success, as defined by you. In our next meeting together, we’ll go over our ideas and findings. At this point, you’re encouraged to take the time you need to decide if you want to hire us to put our strategies into action.

Step 4

Cultivate a Lasting Relationship

We think financial plans need to be living and breathing. If you choose to partner with us, we’ll regularly reflect on how things are going and will work with you to update your strategy to align with newfound goals or life changes. And as your partner, we’re here on an on-call basis to provide direction and guidance when you need it.

It’s time to take a close look at how you’re doing things.

We firmly believe that getting organized financially is the first step to better living.

Get Started with a Conversation

Financial Planning with Your Purpose Behind It

We provide personal wealth management services to Kansas City & nationwide.

Connect with Us

We believe in making money management simple and easy for you. So the first step to work with us is just setting up a time to chat with us. Not quite ready to talk? Fill out the form, and we’ll reach out to you.

Phone: 913-232-2900

Email: hello@dogwoodwealthmanagement.com