Best Financial Advisors in Wichita, KS

The highest-rated Financial Planning & Wealth Management companies out of 169 vetted & reviewed in the Wichita area.

Nextgen Wealth

Nextgen Wealth

(43)
Client Onboarding Process, Client Logins, What We Do
“Over the last 8 months, we have seen a significant increase in our percentage of growth and a centralization of our retirement accounts so that I can better track it.”
Accepts Check
Coupons & Offers
In Business Since 2021
CPA Certified
405 SW Waterfall Ct, Lee's Summit, MO
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Owlfi

Owlfi

(17)
  • Trust
  • Taxes
  • Team
“Instead of seeing it as something "I have to slog through to get to the good stuff," it's now a part of my life that I actually look forward to being engaged in.”
In Business Since 2011
Coupons & Offers
8725 Rosehill Rd #119, Lenexa, KS
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Retirement Solutions Group

Retirement Solutions Group

(11)
  • Team
“The entire team at Retirement Solutions Group is educational, responsive, attentive down to the smallest of details, and creates an overall wonderful experience.”
Accepts All Major Credit Cards
In Business Since 2007
Licensed, BBB Rating: A+
Remote Consultations Available
6801 W 107th St, Overland Park, KS
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The Retirement Planning Group

The Retirement Planning Group

(49)
  • Interest
  • Goals
  • Call
“Paul Dreher, our advisor, discusses issues we need to consider and the implications of these recommendations and what alternatives there are to these proposals.”
In Business Since 2003
CFP Certified
Serving Wichita Area
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Mendus & Associates

Mendus & Associates

(2)
Payroll, IRS Audit Representation, Non-Filed Tax Returns
“We were referred to Peggy at Mendus & Associates to assist with a complicated student loan-related tax issue and were thoroughly impressed.”
Accepts All Major Credit Cards
In Business Since 1990
Licensed, BBB Rating: A+
Transparent Fees & Pricing
107 Archibald Ave, Kansas City, MO
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Dogwood Wealth Management

Dogwood Wealth Management

(28)
  • Conversation
  • Interest
  • Ability
“He and the team go above and beyond to make sure I know what is going on and they make it one less thing I have to worry about as a busy international executive.”
In Business Since 2021
8813 Penrose Ln #350, Lenexa, KS
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Williams Financial Group

Williams Financial Group

(28)
  • Knowledge
  • Investment
  • Retirement Planning
“I am very impressed with how we are greeted and treated like family everytime we see them.”
In Business Since 2015
800 E 101st Terrace #210, Kansas City, MO
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BSG Advisers - Overland Park

BSG Advisers - Overland Park

(20)
Insurance, Insight, Investments
“He is one of the most consistently positive people I've worked with in recent memory and has proven to be very trustworthy, dependable, and knowledgeable.”
In Business Since 2013
6840 W 105th St Suite B, Overland Park, KS
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Affinity Asset Management

Affinity Asset Management

(8)
Retirement Income Planning, Social Security Planning, Estate Planning
“We switched in 2016 to Affinity after attending a seminar, our first meeting with Tom was totally over the top, he has our best interest at heart, we have met with him at least every 4 to 6 months, while their main office is In O.”
Accepts Cash
In Business Since 2002
Licensed, BBB Rating: A+
Free Initial Consultation
13220 Metcalf Ave, Overland Park, KS
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BMG Advisors

BMG Advisors "plan Your Story"

(17)
Property and Casualty Insurance, Your Retirement Story, What We Do
“The BMG Advisor team is doing a great job communicating regularly, updating our financial plan, and responding to the changes in our lives as well as the changes in our world.”
In Business Since 1943
4700 Belleview Ave #410, Kansas City, MO
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Buttonwood Financial Group

Buttonwood Financial Group

(16)
Retirement Planning, Investment Management, Estate & Legacy
“), they simplify my life by taking on a lot of tasks so I don't have to, they're honest, they're nice people, and they really genuinely seem to love what they do, which is exactly what we want in someone we're entrusting our life's savings to.”
In Business Since 2004
3013 Main St, Kansas City, MO
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Beacon Wealth Advisory

Beacon Wealth Advisory

(1)
Legacy For Loved Ones, Empowering Women, Medicare
“Their wealth of knowledge and experience helps me to sleep better knowing our money is in more than capable hands.”
In Business Since 2017
Licensed, BBB Accredited
10965 Granada Ln Suite 104, Overland Park, KS
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Financial Professionals

Financial Professionals

“Financial Professionals Incorporated is an independently owned financial services firm founded in 1994. The company offers clients financial and retirement planning as well as objective advice regarding investments, insurance and estate planning. Alt...”
In Business Since 2000
CFP Certified
Serving Wichita Area
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CFG Wealth Management

CFG Wealth Management

Retirement Planning, College Planning, Investment Services
“We help build your empire, one investment at a time.”
In Business Since 2011
Licensed, BBB Rating: A+
Serving Wichita Area
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Prime Capital Investment Advisors

Prime Capital Investment Advisors

(10)
Financial Wellness, Wealth Management, Retirement Plan Consulting
“I am currently a Lawing Financial client (personal and business) and am amazed at the amount of time and attention they invested in me upfront (without any commitment whatsoever).”
In Business Since 2018
6201 College Blvd Suite #150, Overland Park, KS
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Absolute Retirement Solutions

Absolute Retirement Solutions

(10)
  • Invest
  • Team
“They not only saved me a lot of fees I was previously paying with another company but also continue to bring me new offerings with peace of mind that they are giving me good options to review with my investments.”
In Business Since 2019
Free Initial Consultation
10820 Shawnee Mission Pkwy #301, Shawnee, KS
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Infinitas

Infinitas

(14)
  • Portfolio
  • Advisor
  • Team
“From our initial contact with Blake Workman, who listened carefully to what we wanted and made everything so easy to get started with our goals, to the family events where we feel valued as people they really want to see reach their investment potent...”
In Business Since 2016
10801 Mastin St Suite 370, Overland Park, KS
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Randy Shepard CFO Solutions

Randy Shepard CFO Solutions

(9)
  • Integrity
“If you want to work with a CFO that is professional, knowlegeable and helps coach you to get a great ROI with your company, then Randy is the person you want to work with.”
In Business Since 2022
Transparent Fees & Pricing
6800 College Blvd Suite 730, Overland Park, KS
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Hollis Kuckelman van De Veer Chartered

Hollis Kuckelman van De Veer Chartered

Tax Services, Services For Individuals, Business Services
“Hollis Kuckelman Van De Veer, Chartered is licensed in KS and specializes in Tax Services. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.”
Transparent Fees & Pricing
In Business Since 1999
Licensed, BBB Rating: A+
Free Initial Consultation
13795 S Mur-Len Rd # 205, Olathe, KS
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Engage Advisors

Engage Advisors

(12)
  • Dental
“The incredible team at Engage ensures that you can focus your energy where it needs to go, while taking care of the minutia of your and your businesses financial health.”
In Business Since 2013
7285 W 132nd St Suite 140, Overland Park, KS
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Maciel Wealth Management

Maciel Wealth Management

(10)
  • Knowledge
“I have been using Matt for about a year and a half now.”
In Business Since 2018
11863 W 112th St Suite 100, Overland Park, KS
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Accelefund

Accelefund

(2)
Franchise Funding, SBA Business Loans
“Mickey oversees the process of making startup funds quickly available; then, handles the required filing of forms during the year, on your behalf, so you can focus on running your business.”
In Business Since 2020
Transparent Fees & Pricing
8700 Monrovia Suite 310, Lenexa, KS
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Michael D Peroo Cpa Pa

Michael D Peroo Cpa Pa

(5)
News
“The staff is always attentive to detail, doesn't charge for the time they take to answer my questions, and enjoy the challenges our complicated return brings.”
In Business Since 2005
14123 S Mur-Len Rd, Olathe, KS
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Allen, Gibbs & Houlik, L.C.

Allen, Gibbs & Houlik, L.C.

Retirement Plan, Business Transactions, Succession & Exit Planning
“Allen, Gibbs & Houlik, L.C. (AGH) and its predecessors have been serving closely held and privately owned entrepreneurial firms and public sector organizations for more than 75 years. AGH has grown to become one of the largest independent CPA and adv...”
In Business Since 1996
Family Business
10801 Mastin St Suite 250, Overland Park, KS
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Retirement Planning and Investment Management Services in Wichita, KS Cost Estimates

Minimum cost
$1236
Maximum cost
$10504
National Average
$3708
Avg Per Hour Rates
$371
$2472
$6797
Typical price range is based on 459 cost profiles
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Average Cost $3708
Minimum cost $1236
Maximum cost $10504
Avg Per Hour Rates $371

Typical range $2472 to $6797 is based on 459 cost profiles.

Why these companies made our list

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