Expertise.com
2024

Last updated:

Best Financial Advisors in Wichita

Our Recommended Top 19

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Wichita Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

102

Reviewed

68

Curated

19

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Wichita, KS
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Wichita, KS

Why choose this provider?

Need help contacting a Financial Advisor in Wichita? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
515 South Main Street Suite 103, Wichita, KS 67202
  • Estate Planning
  • Retirement Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Newton, KS 67114

Why choose this provider?

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®.

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

Why choose this provider?

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

Market Advisory Group aims to bring a unique advantage to one's planning needs by having financial advisors, CPAs, estate attorneys, and health insurance advisors all in the same place. It provides comprehensive retirement planning services to the Wichita community. Market Advisory Group also creates educational shows, such as "Retire Hour," a weekly podcast, and "Eye On Retirement," which airs weekly on TV. Its in-person classes around Wichita and Kansas City inform clients about relevant financial topics including Social Security, investing, and Medicare.

License Verified:

License: 175083

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (63)
Facebook
5.0 / 5 (28)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Reputation:

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.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 6555505

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 4620586

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Reputation:

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.
5.0

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 6169415

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

License Verified:

License: 142772

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Do you need to have an annuity with an insurance company in Wichita?

    Yes. It is important to have an annuity with an insurance company in Wichita. The annuity will serve as your contract with an insurance service provider that will process your retirement plans. It may protect you from down markets with partial or full guarantees on your principal. Your annuity can also allow you to obtain assets that can grow in a tax-deferred manner.

  • If you are a Registered Investment Advisor in Wichita, how can you protect yourself from financial damages?

    As a Registered Investment Advisor in Wichita, you can protect yourself from financial damages by obtaining errors and omission insurance. It is a type of professional liability insurance that protects RIAs and investment advisory firm representatives from financial problems due to an alleged error or omission of the firm where they render their services.

  • What can business owners in Wichita do to prepare themselves and their enterprises for the future?

    To prepare themselves and their enterprises for the future, business owners in Wichita should do cash flow forecasting. Through this, they will have a detailed analysis of their cash moving forward. They can anticipate what their money can do for their operations, investment, and financing. Cashflow forecasting can also help them picture their business for the next six, 12, or 24 months.

  • Can you plan your estate and legacy in Wichita even if you are physically fit and healthy?

    Yes. You plan your estate and legacy in Wichita even if you are physically fit and healthy. Estate and legacy planning is not only for people who are near their death. Planning your estate and legacy will help you make your goals and wishes come true after your death. You can include in your plan the name(s) of your beneficiaries and conservators and trust setup.

  • Can financial advisors in Wichita provide advice and investment support suited to your life needs?

    Yes. Financial advisors in Wichita can provide advice and investment support suited to your life needs. They create cash management solutions to help you cover your everyday needs and annuity solutions to balance protection, tax deferral, and guaranteed income in retirement. They also process insurance policies that can protect you from unforeseen events and life changes.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.