The Best Financial Advisors in Wichita

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Wichita Financial Advisor

6 Meridian, LLC

We continually strive to get results that match your risk tolerance and objectives. Understanding who you are and where you want to be, then making the right moves to get you there.

How can we serve our clients even better? That’s the question at the forefront of our daily work, and the launching point of many major transformations over the years. So when it became clear that the answer was “provide greater flexibility in both product offerings and human capital, while adhering to a fiduciary’s standards” we set out to make that happen.

Our client-centric service model focuses on proactive communication, responsiveness, and accountability, developing meaningful relationships with clients and their family. We collaborate with other outside advisors including CPAs and attorneys to build fully coordinated strategies to simplify our clients’ financial affairs.

Services

Life Transition Planning
Plotting a map of your goals without sacrificing what’s most important—that’s how you tackle life’s major transitions.
Customized Investment Solutions
Connecting the dots from the past in order to survey the future—that’s how you predict the payouts.
Family Wealth Preservation
Guiding the establishment of your legacy to ensure its preservation by others—that’s how you make and leave your mark.

8301 E 21st St N #150 Wichita, KS 67206

Ad Astra Financial Group

Comprehensive Financial Planning

It’s never too early to begin planning for retirement or investing into your personal assets. From discussing investment strategies to succession planning and more, our comprehensive financial planning services connects you to a wealth of cash management and growth strategies for your financial future.

Personal Fee-Based Financial Planning

At Ad Astra Financial Group, we take a personal approach to financial advising to create an investment strategy, succession plan, or Roth IRA that is as unique as you are. Whether you’re planning for retirement, investing for the first time, or growing a nest egg, we will work with you to make the most of your personal assets.

Professional Service with a Personal Touch

We work with business owners, families, and individuals across the United States all from our Wichita, KS office. No matter where you are located, you can invest in your personal assets with the advantage of a long-term professional relationship with our team. We view our clients’ needs as more than just a transactional business in order to really pursue the growth of your investments.

358 N. Main Suite 302 Wichita, KS 67202

Baxter & Associates Inc.

Our firm was founded in 1976 with the goal of assisting our clients in every aspect of their financial lives. Baxter & Associates has become a boutique financial firm – independent, careful and thoughtful in our endeavors. We work closely with clients to help them achieve their goals. We have helped hundreds of Wichita families with their financial accounts and we love helping people. We take a holistic approach to your financial picture.

Our staff consists of experienced professionals with a “hands-on” approach to financial advice. Our team members are knowledgeable and truly care about helping make your dreams a reality. We want to have long-term relationships with our clients. Call us today and join Our Family!

While no one can predict the future, we firmly believe that patient plodding brings prosperity. With over 40 years in business, we’ve seen the market do many things. By introducing diversification and meticulous management, we help preserve your investments as much as possible. We know the world is changing and we strive to educate our clients on all the options available. We want to hear your goals…and show you how to pursue them.

Services

Traditional and Roth IRAs
401k Rollovers
Wealth Management
Mutual Funds
Financial strategies and planning
Alternative investments
Real Estate Investment Trusts (REITS)
Tax preparation with onsite CPA
529 plans
Fixed Annuities
Variable Annuities
Variable Universal Life Insurance
Life insurance
Long Term Care insurance
Medicare Supplement & Medicare Advantage Plans
Health Insurance for Self Employed individuals

2103 North Collective Lane Wichita, KS 67206

Capital WealthCare Advisors, L.C.

Capital WealthCare Advisors, L.C. is a Wichita, Kansas fee-only wealth management firm serving clients in the Midwest and beyond through in-person and web-based consultations. We provide investment management as well as comprehensive financial planning services to individuals, families, professionals, small business owners, qualified retirement plans, not-for- profits – anyone with a desire to pursue long-term wealth objectives.

Retirement planning strategies include saving for retirement, spending during retirement, minimizing income taxes, and selecting appropriate investments. We develop custom plans for our clients. Founded in 2006, Capital WealthCare Advisors, L.C. provides our clients with a fiduciary standard of care, and we never receive commissions.

We work with our clients to identify what matters most and to identify the most effective strategies available to move you toward your priorities. We consider the income tax impact of planning during the process of accumulating wealth as well as when approaching retirement and the spending phase when you complete your work-life.

Improving the tax-efficiency of your wealth resources and the location of certain investments (within taxable or tax-favored accounts) can extend the longevity of your plan, improve your plan outcomes, and reduce the risk that you may run out of money. Helping you transition from one stage to the next is a critical element of your wealth plan and a responsibility we take very seriously.

8441 E. 32nd Street N., Suite 220, Wichita, KS 67226 |

Financial Benefits Inc

Ever feel that your financial life is like an unfinished puzzle? No matter where you are in life, just starting out, getting ready to retire or anywhere in between, having a clear picture of what success means to you is critical. That’s where we come in. We help you bring the pieces of your financial life together to reflect your goals and dreams. Ready to complete your picture?

Financial Benefits, Inc. is a independent financial planning and investment management firm. We are Wichita based for over 30 years with clients all over Kansas and beyond.

Services

FINANCIAL PLANNING
We’re here to help you find the answers to your financial questions — from big picture to small scenarios, we provide you with the tools to get to the bottom of your financial quandary.

RISK MANAGED INVESTING
We take our role as investment advisor representatives very seriously. We don’t for a minute forget that this is your financial future we’re dealing with. What we do impacts your ability to achieve the hopes and dreams for yourself and your family.

RETIREMENT
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

3500 North Rock Road Building 300 Wichita, KS 67226

Gough Financial Group

Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, We have teams standing behind us and supporting our business.

Services

Investments

Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

Financial Planning

Retirement Plans
Tax Plans
401(k) Planning
403(b) Planning
College Plans
Estate Plans
Money Purchasing Plans
Profit Sharing Plans

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

9415 E. Harry Street Suite 602 Wichita, KS 67207

Hiss Sherman Wealth Management

Sherman Wealth Management Group where our professional advisers Bob Hiss, Dennis Sherman, Matt Hiss, and Kyle Mauck are determined to help you pursue financial independence. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow.

Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

In complete transparency in the broker and client partnership which is why we choose between a fee-based or commission-based structure for your investment portfolio depending on what best fits your individual situation. The markets are unpredictable, so we are ready with an innovative systematic investment strategy to help target your goals.

Services

College Funding
Retirement
Estate
Investment
Insurance
Tax
Money
Lifestyle

2001 Broadway Avenue Great Bend, KS 67530

Korol Financial Group LLC

With over 40 years of combined industry experience, our team provides comprehensive advice, strategies, and support in a genuine, approachable environment. As part of our client commitment, our education center offers a growing library of in-depth articles and videos to answer your most pressing financial questions.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services.

Services

Wealth Management
For individuals seeking financial advice beyond the world of investments, we offer a holistic approach to wealth management. Too often, people are advised to “buy and hold” for seemingly infinite periods of time as their confidence and wealth erode.
Investment Management
The heart of our practice is dedicated to constructing and managing investment portfolios. With access to experienced money managers, we utilize cutting-edge technology and a deep pool of intellectual capital to develop personalized investment strategies for our clients.
Financial Planning
Effective financial planning creates stability in the face of life’s many uncertainties. While providing an overview of the big picture, our professionals develop comprehensive strategies for clients that allow them to make stronger financial decisions.
Retirement Planning
Whether you’re in the prime of your career, are just a few years away from leaving the workforce, or are already evaluating an early retirement offer, we can help create an investment plan that exceeds your long-term goals.

10333 East 21st Street North Suite 203 Wichita, KS 67206

K·Coe Wealth

People come to K·Coe Wealth because they want one less person to manage. Here, we make sure that the many moving parts of your business and personal financials are coordinated together—with the design of your retirement plan, your insurance plan, and most importantly, your tax plan.

Working closely with your accounting professionals at K·Coe Isom, we’ll oversee your financial well-being to get to the right answers so you have one less thing to worry about.

Having Impact
That’s our mission. Our work is about doing the right thing for you.

Coordinated Planning
There’s a higher level of planning involved to make sure all the pieces of your financial picture fit together.

Continuous Service
At K·Coe Wealth, you don’t just work with one person. You get a team of people, who are up-to-speed on you.

It requires a higher level of planning. Coordinating the design of your retirement plan with your tax plan. Integrating your insurance plan with your estate plan. Keeping all the players in the loop—insurance agents, accountants, lawyers—on your buy-sell agreement. Basically, simplifying the complexities of your financial portfolio.

We manage the overall financial picture for you and your business, no matter what type of entity. Our goal is to help make sure all the pieces fit together…financially…so that you have more confidence.

Services

Financial Consulting
Investment Management
Insurance Strategies
Qualified Retirement Plan Strategies

1605 North Waterfront Parkway Suite 200 Wichita, KS 67206

Leading Edge Financial Planning LLC

Leading Edge Financial Planning, LLC’s team are independent, fee-based and full fiduciary planners for individuals and businesses who want to do better than they are right now. The process is simple and transparent. We will listen to your needs, hear your concerns and propose a success plan for you that meets your goals, not those of a big box company.

Leading Edge Financial Planning, LLC works closely with their clients to create a plan, and to adjust the plan as needed, to achieve the client’s financial goals. The goal is not to come in once a year, dust off your file, make sure you have enough life insurance and send you out the door.

The goal is to build a relationship where our planners understand your goals, know the hurdles you might have to overcome to get there and are knowledgable to create a plan to get you there. We practice fee-based planning and advising, finding customized solutions to financial hurdles by representing & empowering your interests, not those of a large corporation.

Services

Insurance
Protecting all of life’s assets is invaluable. Request a quote for the type of insurance you’re looking for and we’ll be in touch within 1 business day.
Investments
Whether you’re just beginning your investment portfolio, increasing your portfolio, or interested in making some changes – our experienced team is here for you.

2800 Cornerstone Drive, B-1, U-2 Pagosa Springs, CO 81147

The Best Financial Advisors in Wichita

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

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