Best Financial Advisors in Wichita

2021

6 Meridian

• Estate Planning
• Retirement Planning
• Certified Financial Planner (CFP)

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.

Ad Astra Financial Group

• 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.

Baxter & Associates, Inc.

• Estate Planning
• Insurance Products
• Retirement Planning
• Certified Financial Planner (CFP)

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.

Capital Wealth Care Advisors, L.C.

• 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.

Carey Thomas Hoover & Breault

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.

Creative Planning

• Retirement Planning
• Certified Financial Planner (CFP)

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.

Financial Benefits, Inc.

• 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.

Gough Financial Group

• Estate Planning
• Retirement Planning
• Certified Financial Planner (CFP)

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.

Hiss Sherman Wealth Management

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.

K Coe Wealth

• 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.

Korol Financial Group LLC

• 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.

Leading Edge Financial Planning LLC

• 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.

Strategic Financial Concepts Inc.

• 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.

V Wealth Advisors

• Estate Planning
• Retirement Planning
• Certified Financial Planner (CFP)
• 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.

Wealth Alliance Advisory Group

• Estate Planning
• Retirement Planning
• Certified Financial Planner (CFP)
• 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.

Yeisley Financial Group

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.