Financial Advisors in Derby, Kansas (Sedgwick County)

Jeffory Stukey, CFP, MBA
Fiduciary, fee-only, wealth management and financial planning services delivered objectively, professionally and independently ... without a sales agenda.

Kedre Mellor, CPA/PFS
Capital WealthCare Advisors, L.C. serves clients in Wichita, Kansas and the Midwest. As a Registered Investment Advisor, we provide fee-only investment management to individuals, families, professionals, small business owners, qualified retirement plans, not-for-profits -- anyone with a desire to pursue long-term financial objectives.
Offering an advisor relationship built on personal trust and company-wide integrity, Capital WealthCare Advisors, L.C. has created a place where the processes are understandable, where investing and wealth strategy just feel right. This is evidenced in our Core Values:Providing a fiduciary standard of careFocusing on your goalsEstablishing consistency through an investment policy statementDelivering strategies based on the latest academic researchImplementing a passive investment approachIdentifying your ability, willingness and need to take riskProactively pursuing tax managementOffering institutional level of fixed income investingEnsuring open communicationFostering education and understandingManaging for multiple types of riskIncorporating targeted advanced planning... See More

John Miller, CFP
Longview Advisors is a comprehensive, tax-focused fee-only financial planning firm based in Newton, Kansas, and serves clients in the greater Wichita area and throughout the country. Our mission is to serve as your trusted advisor by providing objective, transparent, and holistic financial planning solutions so that you can reach your goals and have peace of mind.
We believe that a true financial plan pays attention to all aspects of your financial life. We strive to integrate the different pieces of your financial situation - retirement, taxes, investments, real estate, insurance, estate planning, philanthropy - into a unified plan. Please see the list of topics covered in our Comprehensive Financial Plan.... See More

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