Wichita, KS Office
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AdamsBrown Wealth Consultants LLC
Team
Firm-wide stats for AdamsBrown Wealth Consultants LLC
About
AdamsBrown Wealth Consultants provides wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. Services described in the brochure include discretionary portfolio management, standalone financial planning, retirement plan advisory and consulting, and consulting for brokerage customers through a relationship with Mutual Securities, Inc.
The firm generally pursues a long‑term, diversified investment approach that emphasizes ETFs and mutual funds while also using individual securities when appropriate, drawing on both fundamental and technical analysis. AdamsBrown typically manages accounts on a discretionary basis, conducts ongoing due diligence and portfolio monitoring, and may select sub‑advisors to manage portions of client assets in line with client objectives and risk tolerance.
AdamsBrown is part of a group that includes an affiliated accounting firm (Adams Brown, LLC) and an affiliated trust company (Adams Brown Trust Services, LLC), and the brochure discloses referrals to—and in certain instances fee coverage for—services provided by those affiliates, which is an uncommon arrangement for multi‑team firms. The firm also maintains an institutional relationship with Schwab, provides consulting to MSI brokerage customers, and operates alongside payroll and technology affiliates, reflecting a broader set of service capabilities in addition to managing roughly $1.12 billion in client assets.
Based on AdamsBrown Wealth Consultants LLC
Expertise
Based on AdamsBrown Wealth Consultants LLC
Location
358 N Main Street, Suite 100
Wichita KS 67202
Advisors at this office
14
Advisors at this office
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