Best Financial Advisors in Wichita

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Wichita, KSWichita, KS

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Wichita, KSWichita, KS

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

8301 East 21st Street North, Wichita, KS 67206
Wichita, KS 67206
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

6 Meridian is an independent investment advisory firm serving clients in Wichita. It offers research-based advice and assistance for clients who are planning for retirement, a career change, or a major transaction. Additionally, the firm provides customized investment solutions, including volatility management and liquidity and growth strategies. Wealth planning and management for families and individuals are also available. One of its partners and founders, Margaret Dechant, is a Certified Financial Planner. She was selected for the Wichita Business Journal Hall of Fame in 2017.

8301 East 21st Street North, Wichita, KS 67206
Wichita, KS 67206

Website(855) 334-2110

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

765 East 2nd Street North, Wichita, KS 67202
Wichita, KS 67202
  • Estate Planning
  • Retirement Planning
  • Tax Planning

With over 70 years of combined experience, Ad Astra Financial Group guides Wichita clients toward their short and long-term financial goals through practical knowledge. The firm builds a personalized financial plan designed around the client’s investment and asset management requirements and helps them protect their financial assets through wealth transfer strategies. The firm also assists clients facing life-changing events, including divorce and death, and manages their inherited IRA plans and life insurance policies.

765 East 2nd Street North, Wichita, KS 67202
Wichita, KS 67202

Website(800) 316-4146

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

30 (Best)

Score Consistency:

Consistent (Best)

2103 Collective Lane, Wichita, KS 67206
Wichita, KS 67206
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Baxter & Associates, Inc., is a Wichita-based financial advisory firm that serves clients in the metro area. The company's team takes a holistic approach to help clients achieve financial wellness. It provides various investment strategy options to individual investors, such as real estate, insurance, alternative investments, and financial planning. In addition, the firm offers investment education, 401(k) plan management, and retirement consulting to small businesses. Don Baxter, a Certified Financial Planner and Chartered Life Underwriter professional, launched Baxter & Associates in 1976.

2103 Collective Lane, Wichita, KS 67206
Wichita, KS 67206

Website(316) 652-0101

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

8441 East 32nd Street North, Wichita, KS 67226
Wichita, KS 67226
  • Estate Planning
  • Retirement Planning

Capital Wealth Care Advisors, L.C. is a wealth management firm that provides its services in Wichita and the surrounding communities. Founded in 2006, the company provides assistance to individuals, businesses, and families, allowing them to grow and protect their wealth through financial planning and wealth and investment management services. Kedre D. Mellor, the company's principal, is a CPA. She is also a personal financial specialist (PFS) accredited by the American Institute of CPAs. She has been a member of NAPFA since 1999.

8441 East 32nd Street North, Wichita, KS 67226
Wichita, KS 67226

Website(316) 440-4772

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

Wichita, KS 67206Wichita, KS 67206

Carey Thomas Hoover & Breault is an independent financial advisory firm in Wichita, Kansas. The company founder, John Rigby Carey, created the company in 1979, and it now employs multiple financial experts. Stephen Thomas has been part of the securities industry for over four decades and holds multiple licenses and designations. Tom Hoover and Jeff Breault also have over two decades of industry experience.

Wichita, KS 67206Wichita, KS 67206

Website(316) 634-2222

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3500 N Rock Road, Bldg 200, Wichita, KS 67226
Wichita, KS 67226
  • Certified Financial Planner (CFP)

Converse Team Financial Services is an advisory firm that caters to individuals and business owners in Wichita. The firm offers financial and wealth planning solutions for people who want to prepare for retirement or manage their assets. Its advisors help clients navigate complex financial matters in making plans for investment allocation, education, taxes, estates, goal funding, and charitable giving. Mike Converse, the firm's wealth manager, has nearly two decades of industry experience. He holds the designations of CHFC, CLU, CRPS, and AIF.

3500 N Rock Road, Bldg 200, Wichita, KS 67226
Wichita, KS 67226

Website(316) 315-0617

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

7570 W 21st Street N Suite 1050A, Wichita, KS 67205
Wichita, KS 67205
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Cordell Wealth Management offers its services to individuals, families, and businesses in Wichita and nearby areas. Its staff provides comprehensive financial advice on matters concerning retirement and estate planning, portfolio analysis, and asset allocation. Its investment strategies are geared toward the fulfillment of long-term goals while considering factors like risk tolerance and desired time horizon. It also assists in the creation of plans that help minimize the impact of taxes on a client's financial efforts. In addition, it caters to concerns involving annuities, stocks, bonds, and exchange-traded funds.

7570 W 21st Street N Suite 1050A, Wichita, KS 67205
Wichita, KS 67205

Website(316) 943-6169

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

8100 East 22nd Street North, Wichita, KS 67226
Wichita, KS 67226
Instagram
  • Certified Financial Planner (CFP)
  • Retirement Planning

Creative Planning is a financial advisory firm that provides wealth management services to high-net-worth clients in Wichita. The firm offers a team approach, involving credentialed specialists and professionals, in building the client’s customized plan and portfolio. The plan includes estate planning, investment, and taxes. As of June 2021, Creative Planning has $90 billion assets under management. The firm ranked number one on RIA Channel’s list of Top 100 Wealth Managers for 2020.

8100 East 22nd Street North, Wichita, KS 67226
Wichita, KS 67226

InstagramWebsite(866) 273-2848

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

12001 E 13th St N, Wichita, KS 67206
Wichita, KS 67206
  • Certified Financial Planner (CFP)

Driven Wealth Strategies is a firm of financial advisors serving Wichita and the surrounding metros. Its clients are predominantly families, retirees, business owners, and high-income professionals. The firm provides financial planning, asset and investment management, and retirement, tax, and estate planning services. It guides clients to the processes of pursuing true wealth and managing well by continuous support, advice, coaching, and advocacy. Driven Wealth Strategies has been featured in Forbes, Barron's Hall of Fame, and Investment News icons and innovators.

12001 E 13th St N, Wichita, KS 67206
Wichita, KS 67206

Website(316) 867-1722

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3500 North Rock Road, Wichita, KS 67226
Wichita, KS 67226
  • Certified Financial Planner (CFP)

Financial Benefits, Inc. has been providing financial planning and advisory services in Wichita and the neighboring communities for more than 30 years. The firm offers risk-managed investing services, investment advice, and retirement education and planning. Its Certified Financial Planners, who average 25 years of industry experience, focus on providing customized solutions to clients according to their risk profiles. Founder Richard W. Stumpf started the firm in 1988 after serving for more than 20 years in the US Military and the Kansas Air National Guard.

3500 North Rock Road, Wichita, KS 67226
Wichita, KS 67226

Website(316) 315-0147

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

9415 East Harry Street, Wichita, KS 67207
Wichita, KS 67207
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

The Gough Financial Group is an advisory firm that provides financial service solutions to individuals and families in Wichita and the neighboring metro areas. The firm assists with 401(k) and 403(b) planning, profit-sharing plans, and retirement, tax, and college planning. It also provides investment advice regarding mutual funds, traditional IRAs, variable annuities, and government securities. Founder Greg Gough has been in the industry for more than 30 years. In 2020, he transitioned to serve in an advising capacity as founder emeritus.

9415 East Harry Street, Wichita, KS 67207
Wichita, KS 67207

Website(316) 683-8400

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Wichita, KS 67202Wichita, KS 67202

Hiss Sherman Wealth Management is a financial advisory firm that was founded in 2003 by Bob Hiss. Since then, several professional advisors have joined the company, including Tiffany Dick, Matt Hiss, and Dennis Sherman. The company helps individuals create financial plans to increase their assets and achieve life goals. The company's services include financial planning and investment advice, including insurance guidance, retirement strategies, estate planning, and college funding options.

Wichita, KS 67202Wichita, KS 67202

Website(316) 773-0007

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1605 North Waterfront Parkway, Wichita, KS 67206
Wichita, KS 67206
  • Certified Financial Planner (CFP)

K Coe Wealth manages the financial nuances of Wichita clients to help them in realizing their financial dreams. The firm builds a detailed, realistic financial plan that encompasses the client’s financial situation. It also performs a detailed inventory of the client's assets, liability, and insurance. Likewise, the firm’s portfolio strategists offer investment management befitting the client’s financial goals. Insurance strategies, including annuity planning and strategies, are also available. Moreover, business owners can approach K Coe Wealth for qualified retirement plan strategies, including 401(k) plans.

1605 North Waterfront Parkway, Wichita, KS 67206
Wichita, KS 67206

Website(800) 310-9537

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

3500 N Rock Rd., Bldg. 200, Wichita, KS 67226
Wichita, KS 67226
  • Certified Financial Planner (CFP)

Keating & Associates is a relationship-driven financial services firm that serves individuals in the Wichita area. It provides various financial planning solutions, such as wealth planning, investment management, and retirement planning. Additionally, it renders business consulting and insurance services to small business owners. Pat Keating, the chairman, is a financial advisor and a chartered life underwriter. He established Keating & Associates in 1975 with the goal of helping people pursue their financial objectives and secure their overall stability.

3500 N Rock Rd., Bldg. 200, Wichita, KS 67226
Wichita, KS 67226

Website(316) 315-0617

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

10333 East 21st Street North, Wichita, KS 67206
Wichita, KS 67206
  • Estate Planning
  • Retirement Planning

Korol Financial Group LLC assists Wichita clients in creating their desired financial picture through financial advice and strategies. Its holistic wealth management services are suitable for individuals who prefer a broadened approach to their finances. The firm, which has over 40 years of combined experience, builds investment portfolios by integrating multiple parts of a client's assets for ideal growth. In personalizing financial plans, it identifies the client’s objectives and assesses their risk tolerance. Retirement planning services, including pensions and 401(k) plans, are also available.

10333 East 21st Street North, Wichita, KS 67206
Wichita, KS 67206

Website(316) 789-0321

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

515 South Main Street Suite 103, Wichita, KS 67202
Wichita, KS 67202
  • Estate Planning
  • Insurance Products

Leading Edge Financial Planning, LLC is an independent registered investment advisory firm that has been serving Wichita since 2017. The firm helps clients consider how they want to live life and assists them to create a plan to reach their best life through a process called "Life-Centered Financial Planning". Leading Edge offers comprehensive financial planning services, including retirement, estate, and business succession planning as well as investment management and insurance options. The firm was founded by Michael Proctor, a CERTIFIED FINANCIAL PLANNER™ professional with more than 10 years of industry experience.

515 South Main Street Suite 103, Wichita, KS 67202
Wichita, KS 67202

Website(316) 768-7526

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Newton, KS 67114Newton, KS 67114

Longview Advisors provides comprehensive wealth management and financial planning services on a purely fee-only (fiduciary) basis. The company has offices in Wichita and Newton and serves clients throughout Kansas and the US. Prospective clients can hire the company for wealth management services on an annual retainer, which includes ongoing investment management and financial planning. This includes tax and estate planning, portfolio analysis, retirement planning, and additional planning as needed. The firm also offers hourly financial planning. Longview Advisors is owned by John Miller, CFP®.

Newton, KS 67114Newton, KS 67114

Website(620) 931-5285

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110 E Waterman Suite 150, Wichita, KS 67202
Wichita, KS 67202
Instagram
  • Certified Financial Planner (CFP)

The Market Advisory Group provides financial management solutions to clients in Wichita and its surrounding areas. The firm's wealth advisors prepare retirement, investment, tax, and estate plans parallel to each client's unique needs and budgets. They also take care of Social Security, Medicare, life insurance, and risk management matters. Additionally, the firm facilitates workshops, webinars, and podcasts on financial literacy. The Market Advisory Group's members have more than 60 years of experience in the wealth management industry.

110 E Waterman Suite 150, Wichita, KS 67202
Wichita, KS 67202

InstagramWebsite(316) 252-8707

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

52 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

216 North Waco Avenue, Wichita, KS 67202
Wichita, KS 67202
  • Certified Financial Planner (CFP)

Strategic Financial Concepts Inc. serves individuals, families, and business owners in Wichita. Established in 1993, the financial advisory firm offers financial planning that includes asset allocation analysis, money management, and profit-sharing plans. It caters to businesses and farms with practice succession strategies and qualified retirement plans. The associates at Strategic Financial Concepts, composed of Certified Financial Planners and Chartered Financial Consultants, volunteer and serve in organizations including Consumer Credit Counseling Service, The United Way, and The Salvation Army.

216 North Waco Avenue, Wichita, KS 67202
Wichita, KS 67202

Website(316) 262-2929

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

515 S Main St Ste 111, Wichita, KS 67202
Wichita, KS 67202
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

V Wealth Advisors is a financial advisory company that helps individuals, families, and business owners in Wichita and its environs to make informed financial decisions. Its professional advisors help clients achieve their financial goals through definition of their short and long-term goals, strategy control, and monitoring. The firm offers wealth management, succession planning, risk control, managed portfolios, and insurance designs. V Wealth Advisors also handles estate planning, disability insurance, and retirement and defined benefit plans.

515 S Main St Ste 111, Wichita, KS 67202
Wichita, KS 67202

Website(316) 613-7570

Show Number
10585 East 21st Street North, Wichita, KS 67206
Wichita, KS 67206
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

The Wealth Alliance Advisory Group is an investment advisory company that serves Wichita and the surrounding areas. Founded in 2017, the firm has been offering a wide range of solutions, including wealth management, estate and insurance planning, and tax and accounting services. It also offers cash management and corporate retirement planning services for individuals and business owners. Co-founder and CEO Gary W. Decker is an Investment Adviser Representative whose experience in the financial services industry spans more than 27 years.

10585 East 21st Street North, Wichita, KS 67206
Wichita, KS 67206

Website(877) 567-1555

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

889 North Maize Road, Wichita, KS 67212
Wichita, KS 67212
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Retirement Planning

Wichita Wealth Management offers solutions to financial problems facing Wichita clients. The fiduciary firm takes charge of the client’s investment portfolio through its wealth management service. The portfolio is designed to reflect the client’s financial picture, including their goals and required services. The firm also builds a customized financial plan that covers estate planning and life insurance analysis. The firm’s financial advisor, Jonathan R. Harner, is a certified financial planner. Wichita Wealth Management is a member of NAPFA.

889 North Maize Road, Wichita, KS 67212
Wichita, KS 67212

Website(316) 722-1010

Show Number
Wichita, KS 67206Wichita, KS 67206

Yeisley Financial Group is a financial advisory firm founded by Randy Yeisley, a Kansas Registered Investment Adviser. The group provides independent advice for tax efficiency, investments, insurance options, institutional portfolios, retirement income strategies, and overall wealth management. Additionally, its financial advisors often refer clients to trusted professionals within the company's network for services, such as trusts, probate, charitable giving, estate planning, and tax planning, to ensure all clients have access to the services they need.

Wichita, KS 67206Wichita, KS 67206

Website(316) 719-2900

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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