WisdomPath Financial

Newton, Kansas

Call (316) 804-4310 Visit website →

About

WisdomPath Financial, based in Newton, Kansas, works with individuals and families across investing, retirement, insurance, estate, and tax planning. The firm employs a four-step process—listening to understand the client's personal situation and goals, learning their financial details, creating a customized plan aligned with their risk tolerance, and building ongoing accountability through regular check-ins. The firm emphasizes that financial advice should be driven by client needs rather than sales objectives, with plans tailored to each person's complexity and circumstances.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-3PM, Saturday: Closed
SEC registered
No
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