Wichita (KS) Financial Advisors

Financial planning and investment management are important in protecting wealth and reaching personal financial goals for Kansas business owners and well-positioned individuals and families. Many hesitate to work with a financial planner because of past experiences where value and guidance were limited. You may have concerns about being sold a one-size-fits-all investment vehicle rather than a customized, holistic plan that prioritizes your immediate and long-term objectives.

In today’s world, a comprehensive financial plan must focus on you and your goals while including investment options with an acceptable risk tolerance. You should also expect regular communication with your financial advisor and ongoing check-ins to review performance, discuss ideas, and navigate changes that may impact progress toward your goals.

For this reason, it is essential to work with a Wichita wealth management consultant focused on understanding individual needs, preferences, and goals before determining the most effective and practical options.

Kansas Wealth Management Experience

Adams Brown Wealth Consultants is a top-rated wealth management and financial planning firm with experience helping businesses, business owners and families navigate financial and retirement planning. As true holistic advisors focused on the whole picture, we focus on protecting your wealth, working together to help achieve your goals and educating you on appropriate investment options while regularly monitoring results. Whether this is your first time seeking financial planning guidance or you are looking for a new advisor, our team stands ready to assist.

Wichita Financial Planning Services

  • Insurance & Risk Management Solutions — Help ensure your goals and wishes are met with disability income insurance, life insurance, long-term care insurance and key person insurance.
  • Personal Financial Planning & Wealth Management — Holistic financial planning can open up many possibilities now and in the future. Solutions include cash flow planning, debt management, investment solutions, retirement planning, estate planning and business succession planning.
  • Investment Services — Various investment options include bonds, stocks, exchange-traded funds, index funds, treasury bills, government securities, treasury notes and variable annuities.
  • Retirement Plans — Services range from startup, selection and implementation of a first-time plan or switching to a new provider.

Map of Wichita (KS)

About Wichita (KS)

The Wichita, Kansas business community is a vibrant and essential component of the city’s economy known historically as a major hub for the aviation industry. This legacy has earned Wichita the title “Air Capital of the World” because it hosts several key manufacturing facilities for top aerospace companies. This strong aerospace presence has fostered a skilled workforce and a network of suppliers and support services in engineering, parts manufacturing and research and development.

Beyond aviation, Wichita’s economy is diversified across healthcare, education and technology sectors with a growing emphasis on innovation and entrepreneurship. The city has made concerted efforts to cultivate a supportive environment for startups and small businesses including the development of incubators and accelerators which foster a culture of innovation and collaboration.