Fiduciary advisors in Wichita, KS

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

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

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

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

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

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

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.

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

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

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

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

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

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.