Fiduciary financial advisor in Wichita, Kansas

Leading Edge Financial Planning, LLC, located at 515 South Main Street in Wichita, Kansas, is a finance institution dedicated to guiding individuals and businesses in making wise financial decisions at every stage of life. Whether you are planning for your future, navigating through changes, or preparing for retirement, our team of independent, fee-based, and full-fiduciary financial planners is here to help you achieve your goals. We understand that merging finances with a partner can be challenging, so we offer pre-marriage financial planning to ensure a smooth transition. Our flexible and adjustable plans are designed to adapt to life's changes, providing you with peace of mind and financial security.

Merrill Lynch Financial Advisor Dustin Kuhn, located at 2959 North Rock Road in Wichita, Kansas, is dedicated to helping clients plan for the retirement they've always dreamed of. The team at Merrill works closely with each individual to understand their unique priorities and financial situation, crafting personalized plans to help them pursue their goals while managing investment risk. With a focus on turning goals into reality, the team utilizes their experience and resources to guide clients towards financial success. No two investors are alike, which is why Merrill Lynch Financial Advisor Dustin Kuhn takes a personalized approach to wealth management. By getting to know each client's goals, risk tolerance, and time horizons, the team can tailor a financial strategy with measurable goals and personalized advice. Using research in behavioral finance, Merrill has developed the Investment Personality Assessment to better understand clients' investing preferences and customize their approach accordingly.

Merrill Lynch Financial Advisor Gabriel Parham is a prestigious finance institution located at 2959 North Rock Road, Wichita, Kansas, United States. Our team of talented and experienced individuals is dedicated to providing exemplary client service, supported by the global resources of Merrill. We prioritize building strong client relationships based on trust and personalized service. Our approach to investing is centered around understanding you as an individual, your family, goals, and priorities. We take the time to get to know you and customize a financial plan that reflects your unique needs. As an investor, you can benefit from the investment insights of Merrill, along with access to trust and fiduciary services from Bank of America Private Bank and credit and lending solutions from Bank of America. Our mission is to help you achieve your financial goals while managing investment risk. We offer personalized investment strategies tailored to your needs and priorities, ensuring that you stay on track regardless of market fluctuations. Let's work together to help you live your best financial life.

John Willson is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 8621 East 21st Street North in Wichita, Kansas, United States. John holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, wealth transfers, retirement planning, estate planning, and investment fiduciary practices. With a focus on providing comprehensive financial planning services, John is dedicated to helping individuals and small business owners achieve their financial goals. Whether you're looking for retirement strategies, investment opportunities, or insurance products, John Willson is here to guide you through the complexities of financial planning. Contact John Willson today to start building a secure financial future.

Market Advisory Group is a comprehensive financial institution located at 110 East Waterman Street in Wichita, Kansas. Our team of advisors specializes in providing a range of services including financial advising, taxes, estate planning, and Medicare services. We understand the importance of securing your future, which is why we offer a holistic approach to retirement planning. Navigating the complexities of retirement can be overwhelming, which is why we have brought together all the essential services under one roof. Our team of fiduciary advisors works with your best interests in mind, creating personalized plans tailored to your unique needs. With a focus on staying up-to-date with the latest rules and regulations, we ensure that your retirement plan is regularly reviewed and updated to help you achieve peace of mind.

CAPTRUST is a finance institution located at 1625 Waterfront in Wichita, Kansas, United States. Our Wichita-based advisors offer wealth management services to high-net-worth individuals, business owners, and families. We also provide investment advisory services to fiduciaries of corporate retirement plans, as well as endowments and foundations of nonprofits. At CAPTRUST, we offer a range of financial services to our nonprofit clients, including committee education, donor development, OCIO services, performance reporting, and investment management. Whether you need help with wealth planning, portfolio management, family governance, or philanthropic strategies, our financial advisors are here to assist you.