BalancePoint Corp.


Building on Transparency and Trust, Firm Reinvents IT Consulting

When a passion for reform manifests in the marketplace, it’s heartening to see—particularly in an industry begging for change.

Consider the IT consulting industry, which enjoyed astronomical profits in the ’80s and ’90s thanks to a client base all too willing to pay big money for technical talent. Then something changed: Buyers became savvier, and IT consulting firms became more brazen, sinking to new lows to stay profitable. Rate negotiations reflected a win-lose mentality on both sides.

For a time, the industry’s reputation seemed beyond repair. Based on its survey of corporate CIOs, the IT consulting firm BalancePoint Corp.—whose inception in 2004 held the promise of fundamental change—understood what it was up against.

“Our industry earned a C+ at best,” says BalancePoint principal and founder Michael Sommers. “CIOs were tired of being manipulated and mistreated. We, too, bemoaned the industry games and the lack of trust. That’s the problem we set out to solve.”

New Business Model Offers Welcome Change
When BalancePoint’s principals introduced the firm’s signature “market-driven transparency” model in 2004, they had little interest in marketing it. Instead, they sought to prove it—one client at a time.

The model was an instant hit, thanks to its open-book, market-driven rate structure; its uncompromising standards for quality and results; and its focus on value-added, long-term client relationships. Today, on the eve of its 10th anniversary, BalancePoint can point to tremendous growth—averaging nearly 70 percent per year—as well as many loyal CIOs eager to spread the word.

“Our financial transparency with the labor pool and with clients reflects our passion for win-win-win relationships,” says principal and founder Scott Lippert. “Ours is a mutual value proposition: maximum ROI, minimum risk and enduring peace of mind.”

Success and Responsibility Go Hand in Hand
From day one, BalancePoint’s founders were committed to achieving responsible growth. They were also determined to lead responsibly. So they built into the firm’s business model a steady stream of charitable support, with gifted amounts scaling along with top-line growth regardless of quarterly performance. Supporting clients’ charitable causes remains an equally high priority.

“Wanting to give back is certainly not unusual,” says principal and founder Jacquie Morgan. “But we did our thinking in the early days, weaving this responsibility into our model so we’re not making decisions on a quarterly basis. It’s just the right thing to do.”

9201 Ward Parkway | Suite 200 | Kansas City, MO 64114 | 816-268-1400

Burns & McDonnell


Employee Owners Build and Share in Engineering Firm’s Success

When a company’s culture is seeded by the self-determination of its employee owners—from mail clerk to CEO, all with a stake and a say in the company’s future—magic happens. Work isn’t a daily grind, but a wholehearted pursuit. The future is boundless in opportunity, its contours shaped by those who are vested in it.

And so it is with Kansas City-based Burns & McDonnell, an engineering firm whose 4,000 employee owners design and build engineering marvels and meet some of the world’s most complex challenges. …Read More

FishNet Security


Cyber-Security Threats Are Real FishNet Security Has Your Back, as Your Trusted Cyber-Security Advisor

Hardly a day goes by without news of yet another cyber-security breach – a theft of confidential employee or customer information or a leak of trade or government secrets. And for every breach you read or hear about, there are countless others that go unreported, says Gary Fish, founder and CEO of FishNet Security Inc. The Overland Park, Kansas-based company is the country’s largest “pure-play” integrator of cyber-security products and solutions, focused exclusively on cyber-security. …Read More

Retirement Solutions Group

Holistic Retirement Planning, Comprehensive Wealth Management


They’re the largest and arguably the most influential generation in history, pacesetters and tastemakers in everything from music to politics, fashion to fitness. Now, as millions of baby boomers move into retirement, they need someone to show them the way – a trusted partner with the expertise and experience to help them make the most of their retirement years. For thousands in the Kansas City metro area and beyond, that partner is Retirement Solutions Group, Inc. …Read More

Affinity Asset Management

Independent Financial Services Firm Works for Its Clients – and Not a Company

For the second year in a row, Affinity Asset Management has been featured by EMI Network in a special promotional section in Forbes magazine honoring Kansas City Financial Leaders.

Have you ever wondered why your advisor chose certain financial products for your investment portfolio? Surprisingly, it’s a question people rarely ask. But they have a right to, and they should, says Mark Roberts, owner and president of Affinity Asset Management, a full-service investment advisory firm in Overland Park, Kansas. …Read More

Meyer, Allison, Crews and Meyer

Seasons of Advice® Offers Disciplined, Proactive, Coordinated Approach to Financial Planning


“People who have been accumulating wealth over the years commonly find they only have a ‘piecemeal’ approach to their finances,” says Certified Financial Planner Robert Meyer, a private wealth advisor with Ameriprise Financial.

Meyer and his team, including financial advisors Gregory Allison, Adam Crews and Brian Meyer, help their clients steer through today’s volatile economic markets. …Read More

The Ferguson-Smith Group at Morgan Stanley

A New Generation of Wealth Management

Experience is crucial in the world of wealth management. With the financial future of every client at stake, wealth managers clearly have to know what they’re doing. It helps to have already been there and done that – many different ways and many different times.

That would make a good introduction to The Ferguson-Smith Group at Morgan Stanley. Except there’s more.

Today’s financial environment is no place for the slow and passive. Times change. Regulations change. Products change. …Read More

Keating & Associates Inc.

Deeply Invested in 
Providing Excellent Service

In the financial services industry, words like stability, integrity and commitment are frequently used. The more they’re used, however, the less meaningful they seem.

Not so at Keating & Associates.  The firm has been helping individuals and business owners bring order and purpose to their financial lives since 1975. Keating & Associates now comprises six offices and 52 associates nationwide. Several advisors who have been with President and CEO Pat Keating from the firm’s inception have children who have since joined the team. …Read More