Overview

We are a boutique RIA firm in Wichita, Kansas. We pride ourselves in providing exceptional client service while assisting our client families with wealth and asset management and comprehensive financial planning. Our firm has over 25 years of experience and holds the CFP, AAMS, and AWMA designations and am working toward the CMT designation. Our group is looking to acquire or become a successor to a successful practice where the existing advisor demands the very best for their clients.


Last Activity
6 months or more

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