Choosing the right investment firm is a critical step in building a secure and prosperous financial future. Whether you’re focused on creating a balanced portfolio, preparing for retirement, or identifying new opportunities for financial growth, working with a skilled and dependable advisor can help you navigate today’s complex markets with confidence.
For individuals and businesses in Wichita, the investment firms highlighted below are recognized for delivering personalized strategies, upholding fiduciary responsibility, and offering deep insight into the regional financial landscape.
Retirement Plan Advisors
Retirement Plan Advisors (RPA) is an independent registered investment advisory firm specializing in employer-sponsored retirement plans. Based in Chicago, Illinois, RPA partners with organizations nationwide to enhance employee retirement outcomes through fiduciary-driven services and personalized participant support.
Address: 300 N Main, Wichita, KS 67202
Phone: 19662684807
Email: [email protected]
Website: https://retirementplanadvisors.com/
Baird Private Wealth Management
Baird Private Wealth Management – Wichita is a full-service financial advisory office located in Wichita, Kansas. As part of Robert W. Baird & Co., a privately held, employee-owned firm founded in 1919, this office offers personalized wealth management services to individuals, families, and businesses. Baird is recognized for its long-term focus and commitment to client success.
Address: 8535 E 21st St N Suite 125, Wichita, KS 67206
Phone: 18009255999
Email: [email protected]
Website: https://wichita.bairdwealth.com/
West Hills Capital
West Hills Capital is a U.S.-based precious metals investment firm specializing in gold, silver, platinum, and IRA-eligible bullion products. Their offerings include a wide range of coins and bars from reputable mints such as the U.S. Mint, Royal Canadian Mint, and the Perth Mint. West Hills Capital aims to provide investors with a secure means to diversify their portfolios through tangible assets.
Address: 100 N Broadway St, Wichita, KS 67202
Phone: 18008676768
Email: [email protected]
Website: http://westhillscapital.com/
Pinion Wealth
Pinion Wealth is a financial advisory firm based in Wichita, Kansas, offering comprehensive wealth management services to individuals, families, and businesses. Affiliated with Pinion, a certified public accounting and consulting firm, Pinion Wealth provides integrated financial strategies that encompass investment management, retirement planning, insurance solutions, and tax planning.
Address: 1605 Waterfront STE 200, Wichita, KS 67206
Phone: 18003109537
Email: [email protected]
Website: https://www.pinionwealth.com/
AGH Wealth Management
AGH Wealth Management employs a process called Lifestyle to Legacy™, which starts with understanding clients’ current financial situations and future aspirations. The firm listens closely to clients to define personal and financial goals, then develops a plan tailored to individual objectives, risk tolerance, and timelines. This approach ensures that each plan is aligned with clients’ lifestyles and legacy hopes.
Address: N Main St, Wichita, KS 67202
Phone: 18003395018
Email: [email protected]
Website: http://www.aghwealth.com/contact
HJH Investments
HJH Investments is a boutique commercial real estate investment firm based in Wichita, Kansas, specializing in passive real estate syndications. Founded in 2014, the company focuses on acquiring income-producing properties with long-term net leases, primarily targeting markets in the South and Midwest United States.
Address: 300 W Douglas Ave Ste 1031, Wichita, KS 67202
Phone: 14697021031
Email: [email protected]
Website: https://hjhinvestments.com/
Wichita Wealth
Wichita Wealth Management, LLC is a fee-only, fiduciary financial advisory firm based in Wichita, Kansas. With over 17 years of experience, they specialize in providing personalized financial planning services to individuals, families, and small business owners. Their mission is to simplify financial complexities and help clients achieve their retirement and financial goals.
Address: 889 N Maize Rd #109, Wichita, KS 67212
Phone: 13167221010
Email: [email protected]
Website: https://wichitawealth.com/
Full Fiduciary Financial Advisors
StewardRight is a boutique financial advisory firm headquartered in Wichita, Kansas, with additional offices in Pagosa Springs, Colorado, and Olathe, Kansas. Operating under Leading Edge Financial Planning, LLC, StewardRight offers personalized financial planning and wealth management services, including retirement income strategies, estate planning, business succession planning, and investment advising. The firm emphasizes a client-centric approach, aiming to simplify complex financial concepts and provide clear, actionable plans tailored to each client’s unique goals and values. StewardRight’s team includes professionals like Lyndon Zielke, CFP®, CKA®, and Michael Proctor, CFP®, RICP®, CVGA, who are dedicated to helping clients achieve financial independence and peace of mind.
Address: 515 S Main St STE 103, Wichita, KS 67202
Phone: 13167687526
Email: [email protected]
Website: https://stewardright.com/
Greenlight Group
Greenlight Group is a family-founded financial advisory firm based in Wichita, Kansas, offering personalized financial planning and wealth management services. Established in 1984 by Charles Rivera, the firm is now led by his son, Marcus Rivera, CFP®, ChFC®, CLU®, RICP®, continuing the legacy of providing client-focused financial guidance.
Address: 125 N Market St Suite 1608, Wichita, KS 67202
Phone: 13167715188
Email: [email protected]
Website: https://www.greenlightplan.com/
MTXE Capital
MTXE Capital is a Wichita, Kansas-based financial advisory firm founded in 2013 by Joshua Jones, CFP®. Operating as a separate entity from WCG Wealth Advisors, LLC—a Registered Investment Advisor—MTXE Capital offers personalized financial planning and investment management services to individuals and families.
Address: 131 N Rock Island Ave Suite A, Wichita, KS 67202
Phone: 13167764055
Email: [email protected]
Website: http://mtxecapital.com/
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