We Have Listed The Top 10 Financial Advisors In Wichita To Help You Choose The Best Professional For Your Needs.
Address: 889 N Maize Rd, Suite 109 Wichita, KS 67212
Phone: 316-722-1010
Website: https://wichitawealth.com/
Wichita Wealth Management is based in Wichita and is a fiduciary, financial planning firm serving clients in Wichita and throughout much of the state of Kansas. We provide a broad range of financial planning services, retirement planning, and investment management for clients whose finances range from simple to very complex. As a fee-only firm, Wichita Wealth never receives a commission or other remuneration from any third party, which removes potential conflicts of interest. We specialize in working with clients who are retired, about five years from retirement, or who are facing significant life decisions and need guidance. We also work well with clients who are charitably inclined and enjoy giving back to their churches, ministries, and communities. This includes clients, prospective clients, vendors and service providers. For clients and prospective clients, this means that we strive to put clients’ needs first and do what is best for them. We make every effort to listen, ask good questions and understand clients’ needs, wants and dreams and look at life through their eyes. When we meet with a prospective client for the first time at the Get Acquainted Meeting, it is very easy to determine whether we have accomplished our mission. The primary question we ask ourselves after the meeting is not: “Did the prospect become a client?” Or, “Did we close the deal?” On the contrary, the question is: “Did we add value to the prospective client?” We find this approach more enjoyable for both the prospective client and for us! (See “Client Intake Forms Never Tell the Whole Story” for the story of one prospective client.) Our approach/method to accomplish our strategy is fiduciary, fee-only wealth management and financial planning delivered objectively, professionally, independently and with integrity. We strive to minimize potential conflicts of interest so that clients can be confident we are working for their best interests. I see many parallels between the Oregon Trail and Wealth Management. The client is the wagon owner and Wichita Wealth Management is the trail guide. Clients have a destination they want to reach and need an experienced professional to guide them along the way. Clients tells us where they want to go, when they want to leave and when they want to get there. We guide them along the way and help them reach their destination.
Address: 2959 North Rock Road Suite 200 Wichita, KS 67226
Phone: 316-631-3500
Website: https://www.local.ml.com/WICHITA_KS/
The financial advisors at our branch can offer financial approaches that come from years of combined wealth management knowledge and experience. We also stress that our role goes beyond wealth management advice and guidance. Employing the broad resources of Merrill Lynch Wealth Management, advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys. Our deeply committed advisors call upon Merrill’s tools and resources to help clients pursue personal and professional financial goals, as they also help them prepare for financial and lifestyle challenges that may lie ahead. Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
Address: 1625 N. Waterfront Parkway, Suite 150 Wichita, KS 67206
Phone: 316-689-8333
At Frontier, we offer our time, service, financial and life expertise, so you feel secure and supported to navigate anything thrown your way. We’re here to listen and create a comprehensive plan that fits you. Frontier built a firm enabled to serve clients through all stages of their life by drawing upon their collective experiences. We take your financial situation from complicated and chaotic to organized and simplified. Our bench of specialists serves clients, affording them access to the industry’s best without the individual cost of such talent. Complex problems do have solutions and they often happen when least expected. It’s our commitment to make sure we are prepared to serve clients when that moment arises. What sets us apart is that we’re not just about wealth management. We believe that in order to fully support you, it’s important to understand your life too. One size doesn’t fit all, and we strive to create a personal relationship with you to help make your goals a reality. To do that, we offer a boutique of options that lets you pick and choose how extensive or focused your life and wealth management plan needs to be to achieve your goals. Most importantly, we do so with a talented team and expertise at your disposal––from wealth advisors and strategists to client service specialists and subject matter experts who are all in-house. Along with our personalized advice, we provide the tools and technology that give you control and understanding for your future. We’ll do the heavy-lifting while you have everything you need accessible and stored at your fingertips. We’re here to help make order out of chaos.
Address: 1313 North Webb Road Suite 230 Wichita, KS 67206
Phone: 316-867-3690
Website: https://www.marinerwealthadvisors.com/locations/wichita-kansas/
Our wealth advisors in Wichita, Kansas, will work with you on creating a personalized financial plan designed to help you reach short-term goals, like purchasing a second home, and long-term goals, like traveling in retirement. And because life is always changing, the plan we create together can change along with it. Our teams are dedicated to putting your interests first and to helping you navigate your financial future. As part of the planning process, we offer in-house wealth management services including investment management, estate planning, trust services, tax planning and preparation, and personal insurance solutions for individuals. For businesses, we offer retirement planning, tax planning and preparation, institutional cash management and specialized business services. Thanks for wanting to learn more about how we’ll partner with you. Complete this form, and we’ll share our 360° approach to wealth management or find a location near you. Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.
Address: 301 N. Main Suite 1700 Wichita, KS 67202
Phone: 316-267-3220
Website: https://www.aghwealth.com/
The focus of AGH Wealth Management’s mission is not the markets, the forecasts or the economy this moment or tomorrow. It starts with you. Your goals. Your family. Your dreams. Your finances now. Your future. Your retirement. And your legacy. To make sure we understand how to help you preserve and protect the resources you have now, we do more listening than talking. That’s how we work with you to define your personal and financial goals, and develop a plan to help you reach those goals. Each plan is tailored for your individual goals, risk tolerance, personal timeline and current and future lifestyle needs AND legacy hopes. That’s why the way we work together is called the Lifestyle to Legacy™ process. Whether you’re just starting your career, preparing for retirement, or transitioning your business to the next generation – we’ll start there and create a map that helps show you how you could reach your goals for yourself, your family, and your legacy.
Deciding the right next move in changing markets can be a challenge. But the right financial advice can help you best position your portfolio to take advantage of opportunities and mitigate loss. I am committed to understanding your goals and am here to provide personal financial advice based on your individual needs. When market conditions change, you can remain confident that the portfolio and plan we built together was designed to factor in market ups and downs. Contact me for a complimentary initial consultation to discuss your financial goals. Interested in the markets and investing? Subscribe to your choice of publications from the investment professionals at Columbia Threadneedle Investments, one of the nation’s largest asset managers. You’ll receive regular insights on financial markets, global and economic issues and investor needs and trends via email. Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.
Address: 301 North Main Street Suite 140 - Epic Center Wichita, KS 67202
Phone: 316-267-6207
Website: https://www.fpcincwichita.com/#
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. We create strategies that are tailored to your needs and goals. Years of experience have prepared us to guide you through your life transitions. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Address: 110 E Waterman Suite 150 Wichita, KS 67202
Phone: 316-252-8707
Website: https://marketadvisorygroup.com/
Unfortunately, for most people, the years leading up to retirement are fraught with questions, difficult decisions and confusing situations. How do you get from here to there? You choose a guide, to help you navigate the correct path. Getting you to the place where you have confidence in your decisions and what lies ahead. As with most things in life, there can be consequences to taking action. Does your retirement plan consider how your investments will affect your taxes? Have you planned how you want your estate handled? Do you know how your existing health insurance will be affected when you become eligible for Medicare? These are all questions that you should be asking your retirement professionals to ensure you are prepared for the road ahead. It’s nearly impossible for a lone retirement professional to know how your retirement plan will be affected by every change and adjustment. That is why, it is crucial to work with a team of professionals, each dedicated to understanding their part of the retirement spectrum. Each member of our team, has years of experience in their field and knows how to work with the other members. Together they craft a complete retirement plan that looks beyond a single goal and focuses on helping prepare you for the many aspects of retirement. Retirement can be full of complicated situations and questions that are hard to answer. Leading most to delay planning for retirement, in the hopes that it will be easier when they are “ready.” The sad truth is that it will only get more difficult the longer you wait. That is why planning for retirement should be embraced and not feared. We believe in transparency and giving you all of the info you need to make decisions, so you can make them knowing that you understand and are prepared to do so. A complete retirement plan that is regularly reviewed and updated to make sure your goals remain in focus, gives you peace of mind, and allows you to retire with confidence.
Address: 1111 W. Douglas Ave. Suite 1 Wichita, KS 67213
Phone: 316-788-7884
Website: https://www.phoenixfgroup.com/
As a leading provider of retirement plans, we take pride in offering the best analysis, solutions and service in the industry. We are dedicated to serving the needs of our clients each and every day. We have been in business for 22 years and work toward achieving retirement goals for our clients. We believe our clients always come first. Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk. We specialize in helping retirees protect their retirement assets while continuing to move forward. Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED! We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy. The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income. We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.
Address: 10111 East 21st Street North Suite 205 Wichita, KS 67206
Phone: 316-719-2900
Website: https://yeisleyfinancial.com/
Yeisley Financial Group was founded out of a need for down-to-earth financial advice that not only can be understood but also is practical and manageable for everyone. We focus on ways to help protect your savings and show you ways to help make it last. Our approach is conservative in nature because we want you to have your money available when you need it the most. Whether you are looking to be aggressive with your investments or a little more conservative, we can develop a strategy to help you manage your assets. Yeisley Financial offers a wide range of financial services to help you reach your goals. We can help you get excited about your financial future, not fearful. We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income. Meet the people who can help you plan for a fulfilling retirement lifestyle. We can help you consider retirement planning needs so you can maintain your standard of living.