Fiduciary advisors in Kansas

Andover, Kansas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Andover, Kansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Baldwin City, Kansas

JC Grason, based in Baldwin City, Kansas, provides financial planning, investment management, tax planning, and insurance analysis services to individuals and families planning for retirement. The firm, founded in 2003 by John P. Fawson and Chris A. Graham, offers investment advisory services through AE Wealth Management, LLC (a registered investment adviser), while insurance products are provided through JC Grason, LLC's insurance agency. The firm's approach centers on developing retirement strategies by coordinating with estate planning attorneys, accountants, and other professionals to address clients' comprehensive financial needs.

Beloit, Kansas

GSB Financial Resource Center is an investment advisory firm in Beloit, Kansas. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Emporia, Kansas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Emporia, Kansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Emporia, Kansas

CB Financial, based in Emporia, Kansas, is operated by Craig Barnwell, who transitioned from a background in teaching and coaching to provide retirement planning services. The firm focuses on retirement strategy and protection, with Barnwell offering free initial strategy sessions to discuss clients' financial situations and retirement readiness. The practice emphasizes a straightforward, educational approach to financial planning grounded in Christian values and community involvement in Emporia.

Fort Scott, Kansas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Fort Scott, Kansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Great Bend, Kansas

Adams Brown is a CPA firm based in Great Bend, Kansas, offering financial planning, tax, accounting, audit, and consulting services to businesses, nonprofits, and individuals. The firm serves specialized industries including agriculture, construction, healthcare, local government, and manufacturing, and provides advisory services such as business valuation, fraud prevention and examination, succession planning, merger and acquisition support, and litigation assistance. The firm employs specialized CPAs with industry-specific knowledge and uses a proprietary operating system framework to help business owners clarify vision and achieve measurable performance.

Haysville, Kansas

Independent RIA

Summit Wealth is a Kansas-based registered investment adviser operated by Jeremy Rowley, a Series 65-licensed Investment Adviser Representative and Enrolled Agent. The firm provides investment management, financial and retirement planning, and in-house tax preparation and advising on a fee-only basis, with custody and brokerage services through Charles Schwab. Rowley combines portfolio construction and tax preparation services to offer clients an integrated view of their financial situation.

Hutchinson, Kansas

WisdomPath Financial, based in Hutchinson, Kansas, serves families and individuals with planning across investing, retirement, insurance, estate, and tax matters. The firm employs a process-driven approach that begins with understanding the client's personal situation, goals, and risk tolerance before developing a customized financial plan. The advisory relationship emphasizes ongoing communication and regular check-ins to help clients stay on track with their long-term objectives.

Hutchinson, Kansas

3rd Level Wealth is a Kansas-registered investment adviser offering financial planning and investment management services in Hutchinson. The firm works with clients through a structured planning process that identifies their current financial situation, establishes goals, and develops actionable strategies tailored to individual priorities and circumstances.

Hutchinson, Kansas

Salt Creek Wealth Advisors is an investment advisory firm in Hutchinson, Kansas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Kingman, Kansas

Forge Financial LLC is an investment advisory firm in Kingman, Kansas. Services include Investment Management. The firm specializes in Estate Planning. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 23 Google reviews.

Lawrence, Kansas

Core Concepts is a financial advisory firm in Lawrence, Kansas that operates under a fiduciary standard regardless of the fee arrangement selected by clients. The firm employs its LEAP Process to analyze client circumstances across six core financial areas and develop a long-term financial plan. The firm provides financial planning services informed by its advisors' professional experience.

Lawrence, Kansas

Allworth Financial is a fiduciary advisory firm based in Lawrence, Kansas, serving clients throughout the greater Kansas City and Topeka regions for more than 30 years. The firm provides financial planning and investment management with a focus on retirement planning, combining in-house expertise across investments, tax planning, estate planning, and insurance into integrated client strategies. The team operates from an office on Clinton Parkway and structures its approach around customized planning that accounts for changing circumstances and market conditions.

Lawrence, Kansas

Merit Financial Advisors is an investment advisory firm in Lawrence, Kansas. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week.

Lawrence, Kansas

O'Connor Advisory Group, founded by Bryan O'Connor in Lawrence, Kansas, provides financial planning, investment management, and insurance analysis with a focus on retirement income planning and Social Security optimization. The firm operates independently and does not impose minimum investment requirements, serving clients on a needs-based approach. Bryan O'Connor, a financial advisor since 2004, holds Series 6, 63, and 65 registrations through LPL Financial, along with life and health insurance licenses across multiple states.

Leawood, Kansas

The Retirement Planning Group, based in Leawood, Kansas, provides financial planning, investment management, retirement planning, and tax planning services. The firm assembles a dedicated team for each client consisting of a wealth manager, tax professional, investment team member, and client relationship manager, coordinating across planning areas through both in-person meetings and digital communication platforms. The firm offers ongoing account monitoring, tax-aware trading, and analytical services such as Social Security timing analysis and education savings account setup.

Leawood, Kansas

Raymond James & Associates is an investment advisory firm in Leawood, Kansas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Leawood, Kansas

The Prosper Group of Raymond James is an investment advisory firm in Leawood, Kansas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Leawood, Kansas

Fountain City Financial is a financial advisory firm in Leawood, Kansas offering financial planning, investment management, retirement planning, and insurance analysis. The firm employs advisors with CLU credentials and operates with a team-based approach, using planning software such as E-Money and Money Guide Pro to develop personalized strategies aligned with clients' goals. The firm serves working professionals and emphasizes straightforward communication, educational guidance throughout the planning process, and long-term client relationships.

Leawood, Kansas

Insurance-Based

Northwestern Mutual is an insurance-based firm in Leawood, Kansas. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance.

Lenexa, Kansas

LFS Wealth Advisors is a financial planning firm based in Lenexa, Kansas that provides comprehensive wealth management services including retirement planning, tax planning, estate planning, education savings planning, and investment portfolio management. The firm serves business owners, executives, physicians, and other professionals, offering a planning process that integrates life goals, personal values, and financial resources. Services also include insurance planning and Medicare guidance. The firm operates on a long-term investment approach and maintains fiduciary responsibility in its client relationships.

Lyndon, Kansas

Independent RIA

Joshua Payne, Financial Planner - Payne Financial Strategies, Inc. is an independent ria firm in Lyndon, Kansas. It acts as a fiduciary. Services include Financial Planning. The firm specializes in Wealth Management. The office is open five days a week.

Lyndon, Kansas

Kevin Payne, Financial Advisor - Payne Financial Strategies, Inc. is an investment advisory firm in Lyndon, Kansas. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office is open five days a week.

Manhattan, Kansas

Konza Wealth Advisors is an investment advisory firm in Manhattan, Kansas. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Manhattan, Kansas

HEARTLAND WEALTH STRATEGIES LLC is an investment advisory firm in Manhattan, Kansas. The office has a wheelchair-accessible entrance. The office is open five days a week.

Manhattan, Kansas

Flint Hills Group is a Manhattan, Kansas-based financial advisory practice affiliated with Thrivent that provides personalized financial planning to clients across Kansas and beyond. The firm's advisors, who operate from a Christian perspective, integrate faith-based principles into their financial guidance and serve clients through an initial needs-focused conversation that leads to customized strategies. Services encompass financial planning, investment advice, insurance products, and banking offerings through the Thrivent platform. The practice emphasizes alignment of financial decisions with clients' values and life goals rather than isolated financial objectives.

Manhattan, Kansas

Prime Capital Financial is an investment advisory firm in Manhattan, Kansas. Services include Estate Planning, Financial Planning, and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 24 Google reviews.

McPherson, Kansas

Adams Brown is a CPA firm based in McPherson, Kansas that provides tax, accounting, audit, and consulting services to businesses and individuals across multiple industries including agriculture, manufacturing, construction, and local government. The firm offers financial planning, business valuation, fraud prevention and examination, litigation support, merger and acquisition advisory, succession planning, and outsourced accounting and payroll services. Their stated approach emphasizes specialized industry knowledge and customized engagement teams rather than generalist service delivery.

McPherson, Kansas

Be Wealth is a financial advisory firm based in McPherson, Kansas that works with clients on retirement readiness, estate and legacy planning, and goal-based savings strategies. The firm offers complimentary consultations and positions itself around three core planning areas: assessing retirement preparedness, establishing legacy plans through estate planning and insurance, and helping clients define and track progress toward financial objectives. Be Wealth also serves business owners considering transition or succession planning.

Minneapolis, Kansas

Nichols Financial, LLC is a solo advisory firm founded in 2024, operated by Lane Nichols, with offices in Salina and Minneapolis, Kansas. The firm serves individual clients across retirement and non-retirement accounts, offering personalized financial guidance and planning discussions. Lane previously worked as a loan officer before transitioning to financial advisory services. The firm is open every Thursday and by appointment.

Mission, Kansas

Holistic Planning is a fiduciary financial advisory firm based in Mission, Kansas, serving clients in the Kansas City area. The firm offers financial planning, investment management, tax strategy, retirement planning, estate and trust planning, insurance and risk management, business retirement planning, and financial behavior coaching, with a planning-first approach that integrates investments, taxes, and estate considerations. Mitchell Smith and Kyle Hogan, both CFP® professionals, lead the practice; the firm also employs at least one CPA. Operating on a fiduciary basis, the firm does not earn commissions on insurance recommendations and emphasizes long-term, client-focused relationships.

Mission, Kansas

Mission Financial Planning is an investment advisory firm in Mission, Kansas. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Newton, Kansas

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.

Ottawa, Kansas

Jarred Sterling is a financial advisor in Ottawa, Kansas offering investment management and retirement planning services. The firm works through a five-step process beginning with a client conversation to understand financial circumstances and goals, followed by plan development, implementation, periodic review, and ongoing adjustments. The advisor addresses a range of planning topics including tax management, risk mitigation, business exit strategies, and employee benefits planning for business owners.

Ottawa, Kansas

Advanced Investments LLC, based in Ottawa, Kansas, provides investment management services to business owners and individuals. The firm employs a five-step planning process that begins with a discovery conversation, moves through plan development and implementation, and includes periodic reviews and adjustments. Service areas include tax liability planning, employee benefits strategy, business exit planning, risk management, and personal retirement planning tailored to business owners.

Overland Park, Kansas

Wealth Enhancement Group is an investment advisory firm in Overland Park, Kansas. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Overland Park, Kansas

Kedrec Wealth is a Kansas-registered investment advisor in Overland Park that provides financial planning, retirement planning, and investment management on a fiduciary basis. The firm offers both ongoing wealth management through tiered service levels (Essentials, Growth, Accredited, and Retirement) and one-time planning engagements, charging flat fees rather than assets under management percentages. Services span financial planning, investment management, tax planning, insurance, employer benefits, estate planning, real estate guidance, and business transition planning. The firm's founder, Michael Decker, has contributed financial writing to Kiplinger.com.

Overland Park, Kansas

Smith Moore is an investment advisory firm in Overland Park, Kansas. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Overland Park, Kansas

Aspen Wealth Management is an investment advisory firm in Overland Park, Kansas. Services include Financial Planning, Investment Management, and Retirement Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Overland Park, Kansas

Caliber Wealth Management is a registered investment adviser in Overland Park, Kansas, offering financial planning and investment management services. As a member of NAPFA, the firm operates on a fee-only basis and adheres to a fiduciary standard, with at least one CFP® on staff. The firm employs a five-step collaborative planning process and offers flexible service delivery options including in-person, online, and hybrid arrangements. Caliber is affiliated with Raymond James and serves clients seeking personalized wealth management paired with institutional resources.

Overland Park, Kansas

Dynamic Wealth is a fee-only fiduciary investment advisory firm in Overland Park, Kansas, founded by David Walsh, a CFP® with nearly 14 years of financial advisory experience and over 23 years as a business and estate planning attorney. The firm integrates financial, investment, and estate planning services, focusing on understanding clients' wealth purposes and long-term goals. Walsh currently operates the firm as its sole advisor but plans measured growth while maintaining a small-firm, client-centered approach.

Overland Park, Kansas

Carson Wealth is an investment advisory firm in Overland Park, Kansas. Services include Estate Planning, Financial Planning, and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Appointments are recommended. The office has a wheelchair-accessible entrance.

Overland Park, Kansas

Capital Resources LLC is an investment advisory firm in Overland Park, Kansas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.3-star rating from 8 Google reviews.

Overland Park, Kansas

Endeavor Private Wealth provides financial planning services to families in Overland Park, Kansas, with a focus on managing transitions across generations. The firm operates on a fiduciary basis and offers services including retirement planning, estate planning, risk management, tax-efficient investing, education funding, and philanthropic planning, along with trust and lending services. Their process centers on listening to clients' situations, researching strategies, presenting recommendations in clear language, and monitoring plans on an ongoing basis. The firm serves multi-generational families and business owners seeking customized investment and wealth planning strategies.

Overland Park, Kansas

Tall Oaks Advisors is an investment advisory firm in Overland Park, Kansas. Services include Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 11 Google reviews.

Overland Park, Kansas

AFE Private Wealth is a financial advisory firm based in Overland Park, Kansas, serving clients nationwide. The firm offers strategic wealth design, tax planning, entity and ownership structure optimization, coordinated professional oversight, liquidity planning, and legacy planning services. The firm's stated approach emphasizes understanding clients' complete financial picture—including income, risk, taxes, and estate considerations—and integrating advice across multiple professional relationships rather than recommending specific products or projections.

Overland Park, Kansas

Prime Capital Financial, based in Overland Park, Kansas, has provided estate planning, financial planning, and investment management services since 1985. The firm serves individuals, families, business owners, executives, and retirement plan fiduciaries, operating as a fiduciary with advisor-owners and maintaining a national network of locations. They offer personalized wealth management and retirement plan consultation alongside tax and estate planning services.

Overland Park, Kansas

Security Financial, Inc. is an independent investment advisory firm based in Overland Park, Kansas, owned by Pierre and Katherine Badertscher and operating since 1995. The firm provides financial planning, investment management, and wealth management services, with a client focus on young professionals, pre-retirees, retirees, and individuals navigating life transitions such as divorce or death of a spouse. Security Financial's approach begins with exploratory conversations that address both financial objectives and personal values, building toward customized financial plans and portfolio management strategies.

Overland Park, Kansas

Providence Financial Advisors, LLC is an investment advisory firm in Overland Park, Kansas. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Overland Park, Kansas

BTA Financial Group is an investment advisory firm in Overland Park, Kansas. Services include Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Overland Park, Kansas

Fortune Financial Advisors is an investment advisory firm in Overland Park, Kansas. Services include Estate Planning and Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Overland Park, Kansas

Legacy Financial Strategies is a fee-only fiduciary firm based in Overland Park, Kansas, founded in 2000, offering financial planning and investment management to successful individuals and families. The firm operates as a Registered Investment Advisor with compensation tied only to client assets under management rather than specific product sales. Services include financial planning, investment management, and employer services, with an emphasis on transparent guidance and personalized advisory relationships.

Overland Park, Kansas

Proactive Planning Wealth Advisory is a fiduciary firm in Overland Park, Kansas that operates with a family office model and offers financial planning, retirement planning, investment management, tax mitigation, insurance solutions, and debt reduction strategies. The firm's founder holds an Accredited Investment Fiduciary® (AIF®) designation and has a decade of experience in financial services, with additional expertise in Social Security planning and coordination with tax professionals. The engagement process involves an initial consultation, comprehensive financial plan development, implementation of recommendations across five controllable areas (budget, save, plan, invest, give), and ongoing reviews 2–3 times annually. The firm meets regularly with clients to track progress toward goals and adjust plans as needed.

Overland Park, Kansas

Streamline Private Wealth is a financial planning firm based in Overland Park, Kansas, serving business owners, executives, and professionals primarily from Southern Johnson and Northern Miami Counties and nationwide. The firm employs a structured planning process that begins with discovery of client priorities and aspirations, followed by customized strategy development, implementation support, and ongoing adaptive management as circumstances change. The practice emphasizes personalized service and understanding each client's complete financial situation rather than applying standardized approaches.

Overland Park, Kansas

Market Advisory Group Overland Park is an investment advisory firm in Overland Park, Kansas. Services include Estate Planning, Insurance Analysis, and Tax Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Overland Park, Kansas

Merit Financial Advisors is an investment advisory firm in Overland Park, Kansas. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office is open five days a week.

Overland Park, Kansas

NovaDius Wealth Management is an investment advisory firm in Overland Park, Kansas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Paola, Kansas

ClearPath Advisors in Paola, Kansas provides retirement planning, estate planning, and insurance analysis services, including Medicare health insurance guidance, life insurance, annuities, and indexed universal life products. The firm offers complimentary initial consultations and works with individuals and families across different financial situations to develop personalized plans addressing healthcare coverage, retirement income, and financial protection needs.

Salina, Kansas

James J O'Connor is an investment advisory firm in Salina, Kansas. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Salina, Kansas

Rustin Leonard - Thrivent is an investment advisory firm in Salina, Kansas. Services include Estate Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Silver Lake, Kansas

Schwarz Investment Partners, based in Silver Lake, Kansas, provides financial planning, investment management, trust and estate planning, retirement planning, tax planning, and legacy planning services to clients across the state. The firm begins engagements with an initial consultation to understand client objectives, then develops a customized plan with periodic reviews to help clients stay on course. They offer both in-person and online meetings and maintain educational content through a podcast and YouTube channel focused on practical financial guidance.

Topeka, Kansas

Reinert Wealth Management is an investment advisory firm in Topeka, Kansas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Topeka, Kansas

Denali Financial Group is a retirement-focused financial advisory firm in Topeka, Kansas that partners with Triad Wealth Partners, a registered investment advisor with the SEC, to deliver investment management and financial planning services. The firm works with clients approaching or in retirement and employs a proprietary planning process spanning portfolio analysis, goal-setting, and ongoing guidance across key retirement areas. Services include investment management, retirement planning, and complimentary access to digital estate planning tools through a partnership with Wealth.com.

Topeka, Kansas

Endeavor Private Wealth is an investment advisory firm in Topeka, Kansas. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Topeka, Kansas

Merit Financial Advisors is an investment advisory firm in Topeka, Kansas. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week.

Topeka, Kansas

Shane Grau is a financial advisor based in Topeka, Kansas, offering financial planning services since 2012. He has earned recognition as a four-time Million Dollar Round Table member and has served on New York Life's Executive Council and President's Council. Grau works with clients through flexible engagement options—in person, phone, email, or online—and emphasizes transparent communication about financial decisions and available planning tools.

Topeka, Kansas

Jared Rand - Financial Advisor at Farther is an investment advisory firm in Topeka, Kansas. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Topeka, Kansas

Fee-Only

Afflora Financial Life Planning is an investment advisory firm in Topeka, Kansas. It acts as a fiduciary. Services include Financial Planning and Investment Management. Its advisors hold CFP credentials. Compensation is on a fee-only basis. Service options include onsite meetings. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 15 Google reviews.

Wichita, Kansas

Salt Creek Wealth Advisors is an investment advisory firm in Wichita, Kansas. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 11 Google reviews.

Wichita, Kansas

Prime Capital Financial is a full-service financial advisory and services firm located in Wichita, Kansas, led by partner and managing director Andy Merchant. The firm serves business owners, entrepreneurs, accredited investors, real estate developers, medical professionals, and individuals at various life stages, developing custom strategies for wealth preservation, growth, and transfer. The firm emphasizes personalized service based on understanding each client's circumstances and goals, and hosts a podcast called "20 Minutes of Clarity" to educate clients on financial management and investment strategies.

Wichita, Kansas

RT FINANCIAL is an investment advisory firm in Wichita, Kansas. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Wichita, Kansas

Prill | Garwood Financial Advisors is an independent firm in Wichita, Kansas, offering retirement planning and investment management to individuals, families, and businesses. The firm develops personalized financial and estate planning strategies based on client goals, time horizons, and risk tolerance, with advisors including Shane Prill and Luke Prill on staff.

Wichita, Kansas

LOE Financial Group is an investment advisory firm in Wichita, Kansas. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.2-star rating from 9 Google reviews.

Wichita, Kansas

Bergkamp Financial is a financial advisory firm in Wichita, Kansas that works with investors across different life stages and backgrounds. The firm takes a personalized approach, meeting with clients to understand their circumstances and develop strategies aligned with individual objectives rather than applying standardized plans. They offer an initial complimentary consultation and emphasize ongoing communication and plan adjustments as circumstances evolve.

Wichita, Kansas

Insurance-Based

Gary Myers, Financial Professional - New York Life is an insurance-based firm in Wichita, Kansas. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Wichita, Kansas

HSI Wealth Strategies in Wichita is a Northwestern Mutual financial advisory practice offering investment advisory services, brokerage accounts, life insurance, disability insurance, and long-term care planning. The firm emphasizes a consultative approach that seeks to understand clients' goals and priorities before recommending solutions from Northwestern Mutual's product portfolio. Services span multiple life stages and include personalized financial planning alongside insurance and investment products backed by Northwestern Mutual's financial ratings and stability.

Wichita, Kansas

UMB Private Wealth Management Center in Wichita, Kansas offers financial planning and wealth management services including portfolio management, private banking, and trust administration. The center operates by appointment only and does not process cash transactions. The firm serves both individuals and institutions, with a team focused on understanding client goals and values to support their financial needs.

Wichita, Kansas

StewardRight, LLC is an investment advisory firm in Wichita, Kansas. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 8 Google reviews.

Wichita, Kansas

Creative Planning is an investment advisory firm in Wichita, Kansas. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Wichita, Kansas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Wichita, Kansas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Wichita, Kansas

IN Wealth Management is an investment advisory firm in Wichita, Kansas. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Wichita, Kansas

Air Capital Wealth Management is a Wichita-based firm serving individuals, families, and business owners with investment management and wealth planning services. The firm emphasizes personal relationships and proactive engagement, conducting semi-annual portfolio reviews and maintaining regular contact with clients rather than waiting for inquiries. Their approach begins with discovery meetings to understand clients' priorities and lifestyle goals, followed by customized financial planning and ongoing monitoring to keep portfolios aligned with objectives.

Wichita, Kansas

Market Advisory Group is an investment advisory firm in Wichita, Kansas. Services include Estate Planning, Insurance Analysis, and Tax Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 128 Google reviews.