10 Best Financial Advisors in Wichita (for 2019)

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Ryan Friend

September 16, 2019  •  7 min read

From the outside, WichitaKansas is known for being the home of fast food chains White Castle and Pizza Hut, as well as Wichita State Shocker basketball. However, as its many residents know, there is much more to Wichita than fast food and basketball. It’s also the biggest city in a growing state, and thanks to the oil, gas, and mining industries, the future looks bright.

All of this means there is a lot of wealth in Wichita, and that there are lots of opportunities to find success and build the future you’ve always wanted. However, to make sure this future is truly possible, you need a financial advisor to help you make and implement a plan that will work in your best interests.

Fortunately for you, there are lots of financial advisory firms operating in Wichita. But we’re dealing with your financial future, so it’s important to only work with the best. So to eliminate some of the guesswork you need to do, and to make it easier for you to find a good advisor, we’ve researched the many firms and created a list of the best five.

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

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Read on to find out which firms and top financial advisors made the list and why we think they are a good choice for you.

Meridian, LLC

With over $1.4 billion in assets under its management, Meridian, LLC is the top financial advisory firm with an office location in Wichita. They specialize in life transition planning, which means your advisor will take special interest in understanding your goals and developing a plan that will help you achieve them. Some of the most common transitions they help with are retirement, estate planning, and educational funding planning.

They offer comprehensive financial planning and investment portfolio services to individuals, trusts, estates, corporations and businesses, pension and profit-sharing plans, and charitable organizations. On their staff they have several certified financial planners (CFPs).

Meridian, LLC is a fee-based firm that has no minimum account requirement to work with them. However, all clients are expected to pay a minimum monthly fee of $300 per household.

You can expect the following when working with 6 Meridian.

  • The use of quantitative analysis for selecting portfolio securities so as to ensure the lowest risk and highest return.
  • Customized investment solutions that takes the firm’s experience into account in order to increase your returns.
  • Additional services such as cash flow forecasting and education planning.

IMA Wealth, Inc

A firm that has been in business since 1999, IMA Wealth, Inc, with $470 million in assets under its management, is our second choice for Wichita.

They mainly offer investment management services, and when you open an account, you will have access to the firm’s entire advisory team, something which will help open up new possibilities and make the managing of your account even easier.

However, despite relying on their entire team, advisors always make sure you’re fully involved in all the decisions about your portfolio. Your goals and preferences come first, and your advisor will always be willing to listen to new ideas. But then they will offer guidance based on what makes sense, helping you resist short-term, emotional thinking, which can put your wealth at considerable risk.

IMA Wealth, Inc is a fee-based firm that has a $50,000 minimum account requirement to work with them. Be sure to note that the firm also charges annual fees as a percentage of the assets under management, so it’s possible you may have to pay higher fees if you invest more money.

You can expect the following working with IMA Wealth.

  • Access to the entire advisory team whenever you need them.
  • The use of third-party resources and standards to ensure you achieve financial success.
  • The use of portfolio modeling and research in their investment services to maximize your chances of success.

Wealth Alliance Advisory Group, LLC

Founded in 2017, Wealth Alliance Advisory Group, LLC has more than $266 million in assets under its management. Some of the services it offers to its client include portfolio management, financial planning, and tax-planning services.

When it comes to investment advisory services, the advisors at Wealth Alliance Advisor group follow two main principles: customization and efficiency. This means they will only make recommendations that make sense to your overall financial goals, and it also means they will look to keep taxes and fees down so that you can maximize returns and grow your wealth faster.

Having said that, though, this firm tends to take a long-term approach, which is great for those who are more concerned with their future than with having liquidity in the present moment.

Wealth Alliance Advisory Group, LLC is a fee-based firm that has no minimum account requirement to work with them, making them one of the more accessible firms on this list.

You can expect the following working with Wealth Alliance Advisory Group.

  • Close attention to your ideas and goals, and a financial plan tailored to these preferences.
  • A staff of highly-trained, well-rounded advisors who can offer you advice in nearly every aspect of your financial life. And, if your advisor can’t give you an answer, they can get it for you with no more than a phone call.
  • An individualized approach to financial and investment advice that ensures your wealth and investment products are truly working for you.

K Coe Wealth

Our next choice, K Coe Wealth, has a bit more than $176 million in assets under its management. This financial group offers services such as investment managementfinancial planning, and even insurance planning (they should be able to connect you to insurance companies and insurance products). The firm can also help you with ongoing asset management services whenever you feel stuck in your wealth management strategy.

Most of the advisors at K Coe Wealth are financial planners, but the firm has a relationship with one of the largest CPA firms in the country, and they are specialists in dealing with complex financial situations. So, if your wealth is divided into land, trusts, and other investments, consider working with K Coe Wealth to simplify your portfolio, minimize taxes and fees, and maximize returns.

This is the kind of approach firms usually take with high-net-worth clients, but one does not need to be extravagantly wealth to work with K Coe Wealth. It is a fee-based firm that has a $50,000 minimum account requirement.

You can expect the following working with KC Investment Advisors.

  • Exposure to registered third-party money managers who will advise you according to your personal financial goals.
  • Financial plans based exclusively on your goals and future plans.
  • Regular face-to-face meetings with your advisor to build the relationship and make adjustments to your plan as needed.

Coe Financial Services, Inc

Coe Financial Services, Inc has 33 years of experience and about $81 million in assets under its management. It’s one of the best firms in Wichita for retired people or those who are interested in retirement planning. But they also offer general financial planninginvestment management, and asset allocation services.

In terms of an investment philosophy, Coe Financial Services believes in actively managing risk, and they do this by using comprehensive metrics that make it easier to distinguish between long-term market trends and fads. For example, if you work with Coe right now, you can expect your advisor to steer you towards high-value stocks that pose minimal risk, largely because they believe we are in an extended bull market that will likely drop soon.

But you don’t have to worry about locking into a strategy. These metrics are updated frequently and your plan will be adjusted when it makes sense to do so according to your overall plan.

Coe Financial Services, Inc Is a fee-based firm that has a $500,000 minimum account requirement to work with them, making them a firm more suited for high-net-worth individuals.

You can expect the following working with Coe Financial Services.

  • Exclusive retirement plans that are tailored to suit you and do away with financial worries before or after retiring.
  • A comprehensive discovery meeting that tries to understand what aspects of your financial life are most important to you.
  • Constant communication from your advisor so that you can be more involved in the management of your money.

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

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Finding the right financial advisor is a lengthy and somewhat stressful process. After all, you’re looking for someone to protect and grow your wealth so that you can have a stable and secure future. As a result, it’s important to take your time with this process and do as much research as possible. We’ve identified the best five firms in Wichita, but we encourage you to dive deeper, meet with someone from each firm after getting a phone number, and carefully weigh your options. However, no matter what you choose, we feel confident you will make a decision that will bring you peace and prosperity in the future.