Top Financial Advisors in Wichita, KS

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IMA Wealth provides a suite of financial management services to individuals and their families, corporations, charitable organizations and corporate retirement plan sponsors. Of its individual clients, most do not have a high net worth. The firm requires individual clients maintain an account size of at least $50,000. 

IMA Wealth generally charges annual fees for portfolio management as a percentage of your assets under management. IMA Financial Group, Inc. is this firm’s parent company. It also runs affiliates that sell insurance products. In the event you purchase one of these products, an IMA Wealth affiliate may receive commission, which qualifies the firm as fee-based. However, the firm, as a fiduciary, is legally obligated to work in your best interests. 

Members of the IMA Wealth team hold a variety of financial certifications, including the following designations:

• Certified financial planner (CFP)
• Accredited investment fiduciary (AIF)
• Chartered financial analyst (CFA)
• Chartered retirement plan specialist (CRPS)
• Chartered life underwriter (CLU)
• Certified alternative investment analyst (CAIA)

IMA Wealth Background

IMA Wealth was founded in 1999, when it first opened its doors to the community of Wichita, and began providing investment advisory services in 2001. It also manages offices in Dallas and Denver. The IMA Financial Group wholly owns IMA Wealth. The parent company is an insurance-brokerage agency and employee benefits organization based in Wichita. 

IMA Wealth provides automated portfolio management through Charles Schwab & Co., as well as managed accounts and financial planning. The firm can also recommend unaffiliated third-party investment managers for clients. 

IMA Wealth Investment Strategy

The IMA Wealth investment philosophy is driven by asset allocation strategy. The firm will analyze your entire picture to build the right one. It will consider your risk tolerance, cash flow, and overall financial objectives to build the right one for you. 

In addition, you’ll have access to the entire advisory team when you work with IMA Wealth. All will work with your Relationship Manager to construct the right financial plan for you.The firm may alter your portfolio’s asset allocation or financial plan if changes to your financial objectives of risk tolerance deem it necessary. The firm utilizes fundamental analysis, modern portfolio theory and quantitative analysis.

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The Wealth Alliance Advisory Group (WAAG) is a fee-based firm that works with individuals, high-net-worth individuals, profit-sharing plans and businesses. WAAG does not have a minimum account size requirement that clients need to satisfy. 

Advisors at WAAG can receive commissions by selling financial products to clients. These commissions are in addition to the asset-based fees that clients pay the firm. Commissions and other third-party compensation can be conflict of interest, but the firm is a fiduciary that is legally obligated to act in the best interests of clients.

Wealth Alliance Advisory Group Background

WAAG provides a comprehensive range of wealth management services, including financial planning, portfolio management and even tax-planning services. 

WAAG started doing business in 2017, making it the youngest firm on our list. The founder Gary W. Decker serves as its president and CEO. He can trace his experience in the financial services industry back to 1990. Matthew Catlin and Decker both own the firm.

When working with these advisors, you can expect guidance on several financial topics including: 

• Business planning
• Cash flow forecasting
• Trust and estate planning
• Insurance planning
• Tax Planning
• Charitable giving
• Investing consulting

Wealth Alliance Advisory Group Investment Strategy

WAAG provides investment advisory services on either a discretionary and non-discretionary basis. Discretionary management gives the firm the authority to make trades without your prior approval. The firm will employ an investment strategy it deems right for you based on your investment objectives, risk tolerance and other key points. 

The firm generally invests your assets in securities only if they align with your investment objectives and time horizon. It's known to invest in mutual funds, exchange-traded funds (ETFs), equities, debt securities and privately placed securities, such as interests in pooled investment vehicles.

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Pinion Wealth Management, formally Kcoe Wealth Management, provides financial planning, investment management and insurance planning services. Most of the firm's clients are individuals, although it also works with high-net-worth individuals, retirement plans, charities, corporations and other businesses. 

The firm generally requires a minimum initial investment of $50,000 for accounts under its Program Asset Allocation System accounts or $250,000 for Private Managed accounts. As a fee-based firm, advisors may receive commissions. Despite this conflict of interest, the firm is a fiduciary and is legally obligated to act in the best interests of clients at all times.

Members of the Pinion Wealth Management team hold the certified financial planner (CFP), behavioral financial advisor (BFA), certified plan fiduciary advisor (CPFA), accredited asset management specialist (AAMS) and registered financial consultant (RFC) designations. 

Pinion Wealth Management Background

Pinion Wealth registered with the SEC as an investment advisor in 2004. It is owned by KCWM Holdings, LLC. The firm provides consultations on your choice of financial topics, and it helps clients with ongoing asset-management services. 

Pinion Wealth Management Investment Approach

The firm helps clients build investment portfolios to meet their individual goals. The firm monitors these accounts to make sure they fall in line with such objectives. It builds an asset allocation and an overall financial plan if requested by drawing from several sources of information including questionnaires, surveys, financial documents and more. 

The firm can also provide advisory services by referring clients to third-party unaffiliated money managers that are registered as advisers or are exempt from doing so.

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AGH Wealth Advisors is a fee-based financial advisory firm that works with individuals and high-net-worth individuals. The firm also has retirement plans and government entities as clients. At just $5,000, the firm's minimum account size is rather modest compared to other firms' investment minimums. 

In addition to advisory fees they collect from clients, some advisors at AGH Wealth may earn commissions on the sale of insurance products, creating a potential conflict of interest. Despite having a financial incentive to recommend certain products over others, AGH Wealth advisors are bound by fiduciary duty to always act in your best interests.  

One member of the AGH Wealth team holds the certified financial planner (CFP) designation. 

AGH Wealth Advisors Background

Founded in 2008, AGH Wealth is a registered investment advisor with the SEC. The firm is owned by Allen, Gibbs & Houlik, L.C. Managing member Paul S. Allen and president/chief compliance officer Brad J. Bechtel serve as the principals and management persons of the firm.

AGH Wealth provides portfolio management services through its own wrap fee program. The firm also offers general consulting services related to retirement planning, tax planning and financial planning. Additionally, AGH Wealth offers consulting services to retirement plans, as well as recommendations for third-party investment advisors. 

AGH Wealth Advisors Investment Strategy

AGH Wealth aims to select investment strategies for clients that will reduce risk and increase portfolio performance. To analyze and select securities for client portfolios, the firm may conduct fundamental analysis and/or technical analysis. As for investing strategies, the firm employs both short- and long-term purchasing, as well as trading, margins transactions, option writing and short sales.