10 Best Financial Advisors In Wichita, KS, with Financial Prowess

Financial Advisors in Wichita, KS: Featured Image

It can be very difficult to choose the best financial advisor to assist you with your financial objectives and goals. There are a plethora of factors to think about since different financial advisors in Wichita, KS, specialize in different areas. In general, a financial advisor will examine your present financial status, including your assets, obligations, and spending, and find areas for improvement. 

It is reasonable to be uncertain about how to begin preparing for your long-term financial objectives. Besides, how do you decide who to work with? Fret not! We have put together this guide to hiring the right financial advisor in Wichita, Kansas for you!

Top 10 Reliable Financial Advisors in Wichita, KS, to Alleviate Your Financial Stress

1. 6 Meridian

Financial Advisors in Wichita KS: 6 Meridian Logo
6 Meridian Facebook Post
ServicesCustomized investment, life transition planning, family wealth preservation,
and compass wealth planning
Location8301 E 21st St N #150, Wichita, KS 67206, United States
Operation HoursMonday – Thursday (8.00 AM – 5.00 PM), Friday (8.00 AM – 4.00 PM),
Saturday – Sunday (Closed)
Phone+1 316-776-4601
Email[email protected]

Serving clients in Wichita, 6 Meridian is an independent investment advisory firm. It provides clients who are preparing for retirement, a job shift, or a significant transaction with research-based guidance and support. 

The company also offers specialized investment options, such as volatility control, liquidity, and growth plans. For families and individuals, wealth planning and management are also offered.

2. Ad Astra Financial Group

Financial Advisors in Wichita KS: Ad Astra Financial Group Logo
Ad Astra Financial Group Facebook Post
ServicesInvestment management and oversight, retirement income, insurance needs
analysis, income tax planning, and estate planning
Location765 E 2nd St N suite 200, Wichita, KS 67202, United States
Operation HoursMonday – Thursday (8.30 AM – 5.00 PM), Friday (8.30 AM – 3.00 PM),
Saturday – Sunday (Closed)
Phone+1 316-265-8400
Email[email protected]

With more than 70 years of combined experience, Ad Astra Financial Group uses practical knowledge to lead Wichita customers to achieve their immediate and long-term financial goals. 

The company assists clients in protecting their financial assets through wealth transfer strategies and creates customized financial plans based on their investing and asset management needs. The company also handles its clients’ inherited IRA plans and life insurance policies and offers assistance to clients going through life-changing situations like divorce and death.

3. The Converse Team Financial Services

Financial Advisors in Wichita KS: The Converse Team Financial Services Logo
The Converse Team Financial Services Facebook Post
ServicesFinancial planning, investment management, insurance, retirement planning,
tax planning, estate planning, charitable gifting, and stock option planning
Location3500 N Rock Rd Bldg 200, Wichita, KS 67226, United States
Operation HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Phone+1 316-315-0617
Email[email protected]

In Wichita, Converse Team Financial Services is an advisory company that works with both private clients and company owners. The company provides wealth management and financial planning services for clients who want to manage their assets or plan for retirement. 

When developing plans for investment allocation, education, taxes, estates, goal funding, and charity giving, its advisors assist clients in navigating difficult financial issues. The company’s wealth manager, Mike Converse, has almost two decades of professional expertise as he is certified in CHFC, CLU, CRPS, and AIF.

4. Driven Wealth Strategies

Financial Advisors in Wichita KS: Driven Wealth Strategies Logo
Driven Wealth Strategies Google Image
ServicesFinancial planning, investment management, retirement planning, tax planning,
and estate planning
Location12001 E 13th St N, Wichita, KS 67206, United States
Operation HoursMonday – Thursday (9.00 AM – 5.00 PM), Friday (9.00 AM – 3.00 PM),
Saturday – Sunday (Closed)
Phone+1 316-867-1722
Email[email protected]

Financial advisors at Driven Wealth Strategies provide services to Wichita and the nearby metro areas. Families, retirees, business owners, and high-earning professionals make up the majority of its clientele. The company offers services for retirement, tax, estate, and asset management as well as financial planning. 

Through ongoing assistance, counsel, coaching, and advocacy, it directs clients toward the processes of pursuing true wealth and managing effectively. Driven Wealth Strategies has been recognized as a pioneer and icon by Forbes, Barron’s Hall of Fame, and Investment News.

5. Gough Financial Group

Financial Advisors in Wichita KS: Gough Financial Group Logo
Gough Financial Group Google Image
ServicesFinancial planning, investment management, retirement planning, tax planning
and insurance
Location740 West 2nd St N Ste 100, Wichita, KS 67203, United States
Operation HoursMonday – Thursday (8.00 AM – 5.00 PM), Friday (8.00 AM – 12.00 PM),
Saturday – Sunday (Closed)
Phone+1 316-683-8400
Email[email protected]

The Gough Financial Group is an advisory company that offers families and individuals in Wichita and the surrounding metro areas financial service solutions. 401(k) and 403(b) planning, profit-sharing plans, retirement, tax, and college planning are all services provided by the firm. 

Additionally, it offers guidance on investing in government securities, variable annuities, mutual funds, and conventional IRAs. Greg Gough, the company’s founder, has more than 30 years of experience. He switched to founder emeritus status in 2020 and began offering advice.

6. Korol Financial Group

Financial Advisors in Wichita KS: Korol Financial Group Logo
Korol Financial Group Website Image
ServicesFinancial planning, investment management, retirement planning and
wealth management
Location10333 E 21st St N #203, Wichita, KS 67206, United States
Operation HoursMonday – Friday (8.00 AM – 5.30 PM), Saturday – Sunday (Closed)
Phone+1 316-789-0321
Email[email protected]

Through financial guidance and solutions, Korol Financial Group LLC helps Wichita customers build the financial future they want. For people who desire a more comprehensive approach to their finances, it offers holistic wealth management services. 

The company, which has a combined expertise of over 40 years, creates investment portfolios by combining various aspects of a client’s assets for optimal growth. It identifies clients’ objectives and evaluates their risk tolerance when personalizing financial strategies. There are various services for retirement planning, such as pensions and 401(k) plans.

7. Leading Edge Financial Planning, LLC

Financial Advisors in Wichita KS: Leading Edge Financial Planning's Logo
Leading Edge Financial Planning's Facebook Post
ServicesFinancial and retirement planning, investment management, and insurance
Location515 S Main St Suite 103, Wichita, KS 67202, United States
Operation HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (Closed)
Emailm[email protected] 

Among all the financial advisors in Wichita, KS, Leading Edge Financial Planning is one of the few that provides holistic financial services. Whether you represent yourself, your family, or your business, the financial advisor can offer you comprehensive financial and investment guidance, planning, and management. Subsumed under this category of services are estate planning, tax services, accounting, and retirement planning.

When you decide to work with Leading Edge Financial Planning, the financial advisor will have a monthly financial planning service. Therefore, rest assured you will be on a constant update on your financial well-being. The firm is fee-based and bound to uphold its fiduciary duties. Hence, you can expect an advisor always to prioritize your interest.

8. Wealth Alliance Advisory Group

Financial Advisors in Wichita KS: Wealth Alliance Advisory Group's Logo
Wealth Alliance Advisory Group's Website image
ServicesWealth management, financial planning, tax & accounting, estate planning, and corporate retirement plans
Location10585 E 21st St N, Wichita, KS 67206, United States
Operation HoursMonday – Friday (8.00 AM – 5.00 PM), Saturday – Sunday (By Appointment)
Phone+1 316-221-3950
Email[email protected] 

Established in 2017, the Wealth Alliance Advisory Group (WAAG) is one of the esteemed fee-based financial advisors in Wichita, KS. It provides financial services to many clients, from high-net-worth individuals to businesses. Besides, it offers every financial need you can identify. Whether it is a general wealth management strategy or specific financial planning to save for college, WAAG has it all.

WAAG offers tailored investment advice to its clients based on individual preferences and goals. It is known for its erudition of investment strategy in equities, mutual funds, ETFs, and privately placed securities.

9. Yeisley Financial Group

Financial Advisors in Wichita KS: Yeisley Financial Group's Logo
Yeisley Financial Group's Building
ServicesRetirement income planning, wealth management, and financial planning
Location10111 East 21st Street North, Suite 205, Wichita, KS 67206, United States
Operation HoursMonday – Friday (9.00 AM – 6.00 PM), Saturday – Sunday (Closed)
Phone+1 855-784-2426
Email[email protected]  

Yeisley Financial Group has been providing invaluable financial advice and support to the residents of south-central Kansas since 2006. As one of the premium financial advisors in Wichita, KS, the firm is committed to establishing a good rapport with its clients to grasp their financial standing better. As a result, the financial advisor has received numerous positive reviews and long-time clientele.

Regarding financial planning for retirement, Yeisley Financial Group has various tools in its repertoire to give you the perfect financial plan. It employs tax-free income strategies, hybrid annuities, social security optimization, and medicare solutions. Moreover, the firm can help you contrive personalized investment plans and strategies aligned with your risk tolerance and ultimate goals.

10. AGH Wealth Management

Financial Advisors in Wichita KS: AGH Wealth Management's Logo
AGH Wealth Management's Team
ServicesInstitutional, private, and comprehensive wealth management & planning
Location301 North Main, Suite 1700, Wichita, KS 67202, United States
Operation HoursMonday – Friday (7.00 AM – 10.00 PM), Saturday – Sunday (Closed)
Phone+1 316-267-3220
Email[email protected]

AGH Wealth Advisors is a comprehensive fee-based financial advisory firm that provides customized wealth management strategies. Its clientele comprises individuals, high-net-worth individuals, and even government entities. Compared to most financial advisors in Wichita, KS, the firm has a low minimum account size requirement of just $5,000.

The financial firm has three main services categories, namely institutional wealth management, private wealth management, and comprehensive wealth planning. Each category contains extensive financial services such as philanthropy, tax planning, estate management, etc. During your first meeting, the advisor will work with you to determine short-term and long-term objectives. Only in doing so will the advisor can come up with holistic financial plans for you.

Accomplish Your Financial Objectives with These Financial Advisors in Wichita, KS!

Finding a financial advisor in Wichita, KS, is more complicated than simply following the recommendation of the fund firm or insurance broker. It will take some time to actively look for someone who will behave in your best interests. However, with proper guidance from our article, you will be able to find a financial advisor that is worthwhile for you, your family, or your business in the long run.

If you reside in Texas and are looking for reputable financial advisors there, look no further. We did the research and listed in our article 10 Best Texas Financial Advisors to Solve Your Financial Stress. Remember to check it out!

FAQs about Financial Advisors in Wichita, KS

Which certifications should my financial advisor have?

There are many different educational and professional backgrounds that financial advisors can have. Some may possess credentials like a chartered financial analyst designation or a CFP® certification (CFA). If your advisor claims to hold one of these qualifications, you may get verification from the organization that they did so and that they are still in good standing by giving them a call.

What is the normal fee for a financial advisor?

According to Adviser Ratings, the average annual cost of consulting a financial adviser is $3,500. This sum accounts for the price of both brief initial assistance and thorough ongoing advice. The price is closer to $5,000 a year on average for thorough ongoing guidance alone.

Is hiring a financial advisor worth the money?

If you’re unsure of how to manage your finances, make investments for the future, or take care of your family, it’s worth the money to hire a financial advisor. At different turning points in your life, such as when you have a kid, earn a promotion, or inherit money, you might require expert financial counsel.

Rate Now

0 / 5. Total Review: 0

No votes so far! Be the first to rate this post.