Laying the groundwork for a successful retirement begins with a well-crafted plan, and finding the right retirement planner in Wichita is an important part of that journey. Whether you’re starting to build your savings or preparing to retire soon, an experienced advisor can help you set clear objectives, manage your finances effectively, and create a strategy that supports your long-term goals.
In Wichita, the retirement planning specialists featured below are known for their individualized approach, strong client relationships, and deep insight into the region’s economic environment and retirement needs.
- Wealth Alliance Advisory Group LLC
- Aristata Financial
- Insight Wealth Strategies LLC
- 6 Meridian
- Jones & Company LLC – Jerry Jones, J.D. CFP®
- Planned Professional Advisory
- Financial Benefits Inc
- Ad Astra Financial Group
- Korol Financial Group
- The Trust Company of Kansas
Wealth Alliance Advisory Group LLC
The Wealth Alliance is a comprehensive wealth management firm offering personalized financial planning and investment advisory services. With offices in New York, Florida, and Texas, the firm provides tailored strategies in retirement planning, estate planning, investment management, and corporate financial solutions. Led by experienced advisors and fiduciaries, The Wealth Alliance focuses on aligning clients’ financial goals with long-term strategies for success and security. Through a client-first philosophy, they deliver transparent, customized guidance to individuals, families, and businesses seeking financial clarity and confidence.
Address: 10585 E 21st St N, Wichita, KS 67206
Phone: 3162213950
Email: [email protected]
Website: http://www.wealthalliance.com/
Aristata Financial
Aristata Financial is a Wichita, Kansas-based financial advisory firm dedicated to helping clients secure their financial legacy across generations. With a personalized approach, they serve young professionals, entrepreneurs, and affluent families, offering services such as financial planning, investment management, estate planning, and risk management. Their “Empower Process” guides clients through exploring goals, envisioning futures, engineering tailored plans, and empowering implementation. Aristata Financial emphasizes building lasting relationships and aligning financial strategies with clients’ unique aspirations.
Address: 2310 W Interstate 20 Ste 200A, Arlington, TX 76017
Phone: 8177842800
Email: [email protected]
Website: https://aristatafinancial.com/
Insight Wealth Strategies LLC
Insight Wealth Strategies is a Wichita-based financial consulting firm dedicated to aligning financial decisions with clients’ values. Their “Lifestyle to Legacy” approach assists individuals, families, and businesses in creating meaningful financial plans that reflect their life goals. The firm specializes in serving family-owned businesses, agricultural enterprises, healthcare professionals, and nonprofit organizations, offering services such as estate planning, succession planning, income protection, and tax efficiency strategies. As founding members of the Kansas Family Business Forum, they bring a deep understanding of the unique challenges faced by family-run enterprises.
Address: 301 N Main #1700, Wichita, KS 67202
Phone: 3162914055
Email: [email protected]
Website: http://www.iwswichita.com/
6 Meridian
6 Meridian is a Wichita, Kansas-based independent registered investment advisory firm founded in 2016. The firm offers comprehensive wealth management services, including life transition planning, customized investment solutions, and family wealth preservation, tailored to meet the unique needs of professionals and families across the United States.
Address: 8301 E 21st St N #150, Wichita, KS 67206
Phone: 3167764601
Email: [email protected]
Website: https://6meridian.com/
Jones & Company LLC – Jerry Jones J.D. CFP®
Jones & Company is a Wichita-based wealth planning firm offering personalized financial advisory services. Led by Jerry Jones, a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience, the firm provides comprehensive financial planning, investment management, and insurance services. Partnering with LPL Financial, Jones & Company offers clients access to a wide range of financial products, including stocks, bonds, mutual funds, annuities, and trust services. Their approach emphasizes building long-term relationships and delivering objective, tailored financial advice aligned with clients’ goals and risk tolerance.
Address: 400 N Woodlawn St, Wichita, KS 67208
Phone: 3162625015
Email: [email protected]
Website: http://www.jonesandcompanyllc.com/
Planned Professional Advisory
Kristy Berger is a seasoned financial advisor based in Wichita, Kansas, with over 15 years of experience in the financial services industry. She is affiliated with Aurora Private Wealth, Inc., where she provides comprehensive financial planning and investment advisory services. Kristy is also the President of Planned Professional Management, Inc., a firm offering investment management, retirement planning, asset management, and insurance products.
Address: 8100 E 22nd St N # 100-8, Wichita, KS 67226
Phone: 4774807260
Email: [email protected]
Website: http://www.kristyberger.com/
Financial Benefits Inc
Financial Benefits, Inc. is an independent financial planning and investment management firm based in Wichita, Kansas. With over 30 years of experience, the firm offers comprehensive services including retirement planning, estate planning, investment management, and Medicare and Social Security planning. Led by Richard W. Stumpf, CFP®, AIF®, AEP®, the team is dedicated to helping clients navigate complex financial landscapes and achieve their financial goals. The firm also features a specialized division, Kansas Medicare Advisors, headed by Maci Hagelgantz Mishler, focusing on Medicare planning and solutions.
Address: 3500 N Rock Rd #300A, Wichita, KS 67226
Phone: 3163150147
Email: [email protected]
Website: http://finben.com/
Ad Astra Financial Group
Ad Astra Financial Group is a fiduciary-based, full-service financial planning firm headquartered in Wichita, Kansas. Established in 1992, the firm offers transparent, client-centered recommendations for retirement planning, wealth building, and comprehensive financial services. Their team, with a combined 70 years of experience, provides personalized strategies to help clients achieve their financial goals.
Address: 765 E 2nd St N suite 200, Wichita, KS 67202
Phone: 3162658400
Email: [email protected]
Website: http://www.adastrafinancialgroup.com/
Korol Financial Group
Korol Financial Group is a Wichita, Kansas-based financial advisory firm offering comprehensive wealth management and financial planning services. Led by Craig S. Korol, CFP®, ChFC®, CLU, RICP®, the firm provides tailored strategies in estate planning, investment management, insurance review, and tax planning. Their client-centric approach emphasizes education, empowerment, and long-term relationship building to help clients achieve their financial goals.
Address: 10333 E 21st St N #203, Wichita, KS 67206
Phone: 3167890321
Email: [email protected]
Website: http://www.korolfinancial.com/
The Trust Company of Kansas
The Trust Company of Kansas is an independent fiduciary firm headquartered in Wichita, Kansas, with additional offices across the state. Established in 1990, the company specializes in comprehensive wealth management, trust administration, estate planning, and investment advisory services. Its mission is to minimize the burden of wealth management, allowing clients to focus on their personal priorities. Operating on a fee-only basis, it emphasizes transparency and client-centric service.
Address: 245 N Waco Ave #120, Wichita, KS 67202
Phone: 3162646010
Email: [email protected]
Website: http://tckansas.com/
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