J BLACK FINANCIAL GROUP
John A Black
Founder and CEO|CFP®, CLU®, ChFC®, CASL®
Achieving success by helping you connect what’s on your balance sheet with what’s in your heart.
An Overview of J BLACK FINANCIAL GROUP
Why Us
- Working with us, holistically, can help improve client outcomes
- We take an academic approach utilizing smarter theories and mathematics
- We're not a Wall Street firm or investment bank and don't sell proprietary investment products
- We are disciplined and stick to the plan, in good times and bad
- We integrate risk management, investment management and financial planning
- Our team provides a better client experience than working with robots
Our Beliefs
- If you believe in math and dislike taxes, you're going to love our strategies and tools
- Using tax-efficient strategies helps to improve client outcomes
- It's just as important to know the tax game from age 60 to 100, as it is today
- Being among the best planners/advisors is more important than being the largest firm
- Behavioral Economics is one of the single-most important factors in determining plan success
Associations and Memberships
John Black is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
John is a also a member of the Financial Planning Association® (FPA®). FPA® is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process. Please check out the FPA website here.
Our team is made up of life long learners who have worked hard to bring value to our firm. A few of the designations that professionals at our firm have earned are:
Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU®)
Chartered Advisor for Senior Living (CASL®)
Chartered Leadership Fellow (CLF®)
Retirement Income Certified Professional (RICP®)
The firm currently services over $250,000,000 of client assets under management of Northwestern Mutual Wealth Management Company and has placed over $700,000,000 of life insurance in-force.
Awards and Recognition
Over the years, John has earned many company and industry awards and accolades, including:
Forbes Best-In-State Wealth Advisor 2022, 2023, & 2024
Forbes Top Financial Security Professional 2023 & 2024
Kansas City Business Journal Top 40 Fee-Based Investment Advisor 2023 & 2024
Kansas City Business Journal Top Private Companies in the Kansas City Area 2023
Million Dollar Round Table Qualifying Member
National Quality Award
Northwestern Mutual Forum Qualifier
NMIS MVP Qualifier
Fidelity Investments Advisor/Council
