Joni Lindquist

MBA, CFP®

Aspyre Wealth Partners

Principal

Joni Lindquist

MBA, CFP®

Aspyre Wealth Partners

Principal

We believe true wealth is living your best life. Our focus is to help YOU achieve your financial, career and life goals. - Joni Lindquist, MBA, CFP®

Feeling overwhelmed with your challenging career and busy, complex life? We partner with you to manage your career and organize your personal financial life. Think of us as your Personal CFO.

Joni Lindquist is a Overland Park, KS fee-only financial planner. Aspyre Wealth Partners provides comprehensive financial planning, investment management, and career planning to help individuals, corporate executives, and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Joni  Lindquist is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

A key component in building financial wealth is one’s career path.  As an executive/career coach, Joni Lindquist assists business leaders in becoming more effective leaders, proactively managing their careers and handling career transitions.  As a financial planner, Joni assists clients in navigating life’s transitions by building and implementing financial plans to achieve their goals. 

Joni brings over 25 years of experience, including a decade in executive level operational and strategic positions at a Fortune 500 firm. Joni is active in the community, currently as the Immediate Past Board Chair at the Women’s Christian Association, which oversees Armour Oaks Senior Living Community.  She previously served on the boards of Central Exchange and Bishop Sullivan. Joni is an active member in the Financial Planning Association and The Society for Human Resource Management. 

She is a graduate of Bowling Green State University in Ohio with a B.S. degree in Business Administration. Joni earned her MBA from The Ohio State University.

Words to Describe
Listener, Quick-Witted, Competitive, Loyal

Favorite Things to Do
Golf, bicycling, travel, relaxing & laughing with friends/family, walking my golden retriever Quincy

Unfulfilled Dreams
Golfing at Pebble Beach
Fostering a Golden Retriever companion dog

Favorite Musical Performer/Band
Billy Joel, Bruce Springsteen, Elton John

Secret Fun
Watching classic mystery shows like Columbo

Master What's Next

At Aspyre Wealth Partners, we help successful business people to Master What’s Next® - in their career, life and finances. In defining wealth more broadly to include financial and human capital, Aspyre partners with clients through their life’s journey to clarify, reach and achieve their aspirations. Aspirations are your aims, desires and ambitions. How do you define success? What do you “Aspyre” to be?

Our approach:

* Start with where you are

* Help you identify where you want to be

* Build a plan

* Assist you in taking action to make progress

You don’t work as hard as you do for money only and the hope you can one day “retire”. You work to utilize your talents, make a contribution, and build financial wealth to accomplish things – such as funding children’s college tuition, buying a home, caring for elderly parents, traveling to places long dreamed of-- living the life you desire. Whatever YOUR story, Asprye Wealth Partners strives to help you achieve it. Tell us YOUR STORY. And we’ll help you Master What’s Next® on your journey.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Joni Lindquist

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 10000 College Boulevard
    Suite 260
    Overland Park, KS 66210

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser