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Dennis Bacon

Dennis Bacon

Dennis Bacon

CPA, CFP®

Investment Management Consultant

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Dennis enjoys serving the financial planning needs of his clients in the Kansas City area and has been doing so since 1993. He is committed to providing client-centric service that focuses on meeting each client’s individual needs.

In order to provide a higher level of service for clients, Dennis has achieved the CERTIFIED FINANCIAL PLANNER professional certification that required him to complete the arduous CFP® certification process. It also requires him to meet ongoing renewal requirements and holds him to rigorous ethical standards. Dennis achieved certification as a CPA* after receiving a bachelor’s degree in accounting from Harding University. His required CPA continuing education keeps him abreast of current financial and tax issues. Dennis has also completed the Institute of Investment Management Consulting program.

Though Dennis enjoys the technical aspects of his work, his greatest passion is applying his experience and expertise – plus a comprehensive knowledge of each client’s goals and tolerance for risk – to develop personalized solutions designed to help clients meet life’s challenges with confidence.

Dennis and his wife, Michelle, have two grown children plus a daughter-in-law. Michelle is a fifth-grade teacher at Summit Christian Academy. The couple’s daughter, Rachel, is a student-athlete at Harding University. Their son, Nathan, is a college baseball coach. Nathan’s wife, Jackie, is a Harding University magna cum laude graduate with a degree in public relations. The family has lived in Lee’s Summit, Missouri, since 1994.

Active in the community, Dennis is a member of the Lee’s Summit Chamber of Commerce and serves on the board of directors of Rachel House & Greater Kansas City Fellowship of Christian Athletes. Dennis is also involved with his church and other area charities. When Dennis is not working or volunteering, you will most likely find him with his family, at a sporting event, traveling, fishing or golfing.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

* Tax services are not provided by Raymond James.

Dennis Bacon

Dennis Bacon, CPA, CFP®

Investment Management Consultant

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Professional skills are only of value when used to help someone attain their personal goals.

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Bacon Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.

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