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Finding the right financial advisor can significantly impact your long-term financial success. Whether you’re growing your wealth, planning for retirement, or making complex financial decisions, having a reliable advisor by your side can help you make informed choices and stay on track.
If you’re in Wichita and seeking financial guidance, consider these trusted advisory firms known for their personalized approach and local expertise.
- Myers Financial Navigation
- K·Coe Wealth
- Wealth Legacy Advisors
- Wilson Capital Advisors
- NoxNumis
- Scarlett Arrow
- Lifetime Wealth Group
- AGH Wealth Management
- Graber Wealth Management
- Tapestry Planning
- Myers Financial Navigation
Myers Financial Navigation, located at 3450 N. Rock Road, Suite 301-B, Wichita, KS 67226, is a premier financial advisory firm dedicated to helping clients navigate their financial journeys. Under the leadership of Gary Myers, LUTCF, the firm offers a range of services, including investment planning, retirement strategies, and insurance solutions. Their team of experienced advisors works closely with clients to develop personalized financial plans that align with their unique goals and aspirations. Committed to a client-focused philosophy, Myers Financial Navigation strives to provide guidance that ensures financial security and peace of mind. For more information or to schedule a consultation, visit myersnavigation.com.
- Services: Investment Planning, Retirement Strategies, Insurance Solutions
- Address: 3450 N. Rock Road, Suite 301-B, Wichita, KS 67226
- Phone: 316.775.3633
- Website: myersnavigation.com
- Email: gmyers@myersfinancial.us.com
2. K·Coe Wealth
Pinion Wealth is a premier financial services firm dedicated to empowering individuals, families, and businesses with strategic financial solutions. Located at 1605 North Waterfront Parkway, Suite 200, Wichita, KS 67206, the firm offers a holistic approach to financial planning, integrating personal aspirations with financial goals. Their team of experienced advisors specializes in financial consulting, investment management, insurance strategies, and qualified retirement plan strategies, ensuring clients can make informed decisions that align with their long-term vision. Committed to a client-centered philosophy, Pinion Wealth provides personalized guidance that fosters financial security, independence, and peace of mind. With a strong reputation for excellence, the firm has become a trusted resource for those seeking to achieve financial clarity and confidence. For more information or to schedule a consultation, visit pinionwealth.com.
- Services: Financial Consulting, Investment Management, Insurance Strategies, Qualified Retirement Plan Strategies
- Address: 1605 North Waterfront Parkway, Suite 200, Wichita, KS 67206
- Phone: +1 316-682-8344
- Website: pinionwealth.com
- Email: info@pinionwealth.com
3. Wealth Legacy Advisors
Wealth Legacy Advisors is a trusted financial advisory firm dedicated to guiding individuals and families through the complexities of wealth management. Located at 201 South Oliver, Wichita, KS 67218, the firm offers personalized financial planning services tailored to each client’s unique goals and circumstances. Their team of experienced professionals specializes in retirement planning, investment management, estate planning, and tax strategies, ensuring clients are well-prepared for every stage of life. Committed to integrity and client-centric values, Wealth Legacy Advisors empowers clients to make informed decisions that align with their long-term financial visions. For more information or to schedule a consultation, visit wladvisors.net.
4. Wilson Capital Advisors
Wilson Capital Advisors is a distinguished investment advisory firm committed to delivering strategic financial solutions tailored to the unique needs of individuals and businesses. Situated at 12 E 49th St, 17th Floor, New York, NY 10017, the firm offers a comprehensive suite of services, including investment management, financial planning, and capital markets strategy. Led by Managing Member Barry Wilson, who brings extensive experience in private debt, direct lending, and structured credit markets, Wilson Capital Advisors is dedicated to helping clients achieve their financial objectives with confidence. For more information or to schedule a consultation, visit wilsoncapadvisory.com.
5. NoxNumis
NoxNumis is a Wichita-based wealth management firm dedicated to providing fiduciary financial services tailored to each client’s unique values and goals. Their approach emphasizes a deep understanding of clients’ aspirations, ensuring that financial strategies align with personal visions for the future. Services offered include fiduciary investment management, comprehensive investment analysis, custom financial planning, Medicare benefit guidance, Social Security analysis, retirement income planning, estate planning strategy, business succession consulting, wealth transfer planning, and insurance and investment brokerage. The firm serves a diverse clientele, including entrepreneurs, retirees, farm families, investors, executives, and those approaching Medicare eligibility. Located at 8111 E 32nd Street North, Suite #106, Wichita, KS 67226, NoxNumis can be reached at 316.425.0000 or via email at info@noxnumis.com.
6. Scarlett Arrow
Scarlett Arrow Credit Repair, led by founders Deryk and Lynnette Faber, is a trusted partner in guiding clients toward improved financial well-being. Their mission is to empower individuals to achieve their financial dreams through a comprehensive four-step process:
- Assess and Investigate: Carefully reviewing credit reports to identify and address inaccuracies or negative items.
- Challenge the Bureaus: Collaborating with credit bureaus and creditors to verify and correct any unjust negative entries.
- Challenge the Creditors: Taking proactive steps to ensure the accuracy and fairness of information reported by creditors.
- Coach & Monitor: Offering ongoing education and monitoring to help clients maintain and enhance their credit standing.
Scarlett Arrow is committed to providing personalized guidance that fosters financial security and independence. Located at [Insert Address], they invite individuals seeking to rebuild their credit to initiate their journey toward financial stability. For more information or to schedule a free consultation, visit scarlettarrow.com.
7. Lifetime Wealth Group
Lifetime Wealth Group is a premier financial services firm based in Wichita, Kansas, offering a comprehensive range of wealth management solutions. The firm specializes in retirement planning, investment management, asset allocation, and insurance services to help clients achieve long-term financial independence. With a strong commitment to holistic financial planning, Lifetime Wealth Group ensures tailored strategies that address both current and future needs while maximizing tax efficiency. Their team of experienced professionals provides personalized guidance to help clients make informed financial decisions and secure their financial future.
8. AGH Wealth Management
AGH Wealth Management stands as a trusted partner in wealth management, offering tailored financial solutions to meet the diverse needs of individuals and institutions. Located at 301 North Main, Suite 1700, Wichita, KS 67202, the firm provides services such as institutional wealth management, private wealth management, and comprehensive wealth planning. Their team of professionals works collaboratively with clients, employing a “Lifestyle to Legacy™” approach that focuses on understanding personal and financial goals to develop customized plans. AGH Wealth Management prides itself on its commitment to client success, leveraging extensive resources and expertise to navigate the complexities of the financial landscape. To learn more or to get in touch, visit aghwealth.com.
9. Graber Wealth Management
Graber Wealth Management, located at 1100 W Riverside Ave, Wichita, KS 67203, is dedicated to providing holistic financial planning and wealth management services. Their Total Wealth Management approach ensures that every facet of a client’s financial life—investments, insurance, tax strategies, and estate planning—is meticulously coordinated. Acting as a financial quarterback, the firm collaborates with clients’ existing advisors, such as tax accountants and estate lawyers, to create a cohesive financial strategy. This integrated method empowers clients to make informed decisions aligned with their long-term goals. For more information or to schedule a consultation, visit graberwealth.com.
10. Tapestry Planning
At Tapestry Planning, the belief is that every individual’s financial journey is unique and deserves a customized approach. Situated in Wichita, Kansas, the firm specializes in creating personalized financial plans that align with clients’ life goals and values. Their services encompass a broad spectrum, from debt management and retirement planning to investment strategies and college funding plans. The team’s core values—Love People, Engage, Educate, Empower, and Steward—reflect their commitment to building lasting relationships and fostering financial confidence among clients. By focusing on education and proactive engagement, Tapestry Planning empowers clients to take control of their financial futures and craft their own financial masterpieces.
🔹 Services: Financial Education, Investment Planning, Insurance Consultation, Retirement Planning, Debt Management Strategies, Tax Efficiency Strategies, Estate Planning, Comprehensive Fee-Based Planning, College Funding Action Plan
📍 Address: 6530 E 13th St N, Wichita, KS 67206
📞 Phone: 316.612.3776
🔗 Website: financialtapestry.com📧 Contact: Contact Form
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