Wichita, KS Office

Team
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Hightower Advisors

Enterprise

Firm-wide stats for Hightower Advisors

Total advisors

1,041

Across 224 offices

Clients per advisor

60 Typical

Avg AUM per client

$2,848,795 Very High

HNW client ratio

46% Very High

About

Hightower provides investment advisory and planning services to a broad mix of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, trusts, registered and private pooled investment vehicles, insurance companies and other financial institutions. These services are delivered through its network of Advisor Practices and include discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting and access to pooled vehicles and private funds as described in the Form ADV.

The firm’s advisory model emphasizes manager selection and multi-manager solutions: Advisors may use Affiliated Managers (including Hightower’s Investment Solutions and the Hightower One program) and Third Party Managers, and Hightower discloses the use of proprietary research (including NEPC) and portfolio construction that can include mutual funds, ETFs, alternative investments and custom/direct indexing. The ADV also details operational features of the programs (monitoring, rebalancing and home-office trading for Hightower One) and discusses investment considerations for international and non‑U.S. exposure, tax-managed strategies and use of margin when appropriate.

Compared with many peers, the brochure highlights several less-common attributes: Hightower’s affiliated broker‑dealer, Hightower Securities, receives placement, distribution and other transaction-related compensation for certain products (including alternative investments and insurance), and the firm discloses commission-related activities and revenue-sharing arrangements. The ADV further shows experience with large pooled and institutional mandates (including sub-advisory and co-advisory roles for private funds) and describes managing cross-border exposures and related country/currency risks, which aligns with the firm’s disclosure of a notable non‑U.S. client presence and relationships with large institutional investors.

Based on Hightower Advisors

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Based on Hightower Advisors

Occupation focus

Founder/Business Owner Executive

Based on Hightower Advisors

Location

8301 E 21st Street, N #150

Wichita KS 67206

Advisors at this office

24

Advisors at this office

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Amber H

Series 65

Wichita, KS

Hightower Advisors

Amber Helms is a Series 65-licensed financial advisor with seven years of industry experience, currently with Hightower Advisors since 2022. Her prior experience includes roles at Hightower 6 M Holding, 6 Meridian, Visit Overland Park, and Peoples Inc., spanning over a decade of diverse professional engagements. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to pooled investment vehicles using a multi-manager model with both affiliated and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Andrew M

CFA®, Series 63, Series 66

Wichita, KS

Hightower Advisors

Andrew Mies is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior experience includes roles at Morgan Stanley and Private Client Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Denice R

Series 63, Series 66

Wichita, KS

Hightower Advisors

Denice Robinson is a financial advisor at Hightower Advisors with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including Morgan Stanley and Citigroup Global Markets. Robinson is based in Wichita, KS. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Jordan S

CFP®, Series 65

Wichita, KS

Hightower Advisors

Jordan Swisher is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior work includes roles at Creative Planning and KPMG, LLP. Swisher is affiliated with entities related to Hightower, including Hightower 6M Holding and 6 Meridian LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers as well as a variety of investment vehicles, including mutual funds, ETFs, alternative investments, and custom indexing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Ammie W

Series 66

Wichita, KS

Hightower Advisors

Ammie Weidner is a financial advisor with Hightower Advisors, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Morgan Stanley, Citigroup Global Markets, and 6 Meridian LLC prior to joining Hightower in 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Timothy L

Series 66

Wichita, KS

Hightower Advisors

Timothy Lynch is a financial advisor with Hightower Advisors and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Bank of America, Merrill, Keebeck Wealth Management, and entrepreneurial work as a self-employed advisor. Lynch is based in Wichita, KS. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and comprehensive portfolio construction.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Trevor P

CFA®, Series 66

Wichita, KS

Hightower Advisors

Trevor Phillippi is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Private Client Services, 6 Meridian LLC, Morgan Stanley, and Mass Mutual Investors Services. Outside of his advisory work, he owns Phillippi Investments LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, and private pooled investment vehicles. The firm’s approach includes discretionary and non-discretionary portfolio management with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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David P

Series 63, Series 65

Wichita, KS

Hightower Advisors

David Pike is a financial advisor with Hightower Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at New York Life and Private Client Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment products and strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Joshua B

Series 65

Wichita, KS

Hightower Advisors

Joshua Buffolino is a Series 65-licensed financial advisor with eight years of industry experience, currently with Hightower Advisors since 2021. His prior roles include positions at 6 Meridian and 1888 Management LLC. Outside of advisory work, he oversees a rental property in Scottsdale, Arizona. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, charitable organizations, and trusts. The firm’s investment approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and portfolio strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Olivia P

CFP®, Series 66

Wichita, KS

Hightower Advisors

Olivia Pauly is a CFP®-credentialed financial advisor with four years of industry experience, currently with Hightower Advisors. She previously worked at Cambridge Investment Research Advisors and has additional involvement as a board member of the Financial Planning Association in Wichita, KS. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio management and financial planning services including access to alternative investments and custom indexing strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Rachel B

Series 66

Wichita, KS

Hightower Advisors

Rachel Bruce is a financial advisor at Hightower Advisors with seven years of industry experience. She holds a Series 66 designation and has worked previously at firms including 6 Meridian and Private Client Services. Rachel is based in Wichita, Kansas. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers across various investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Margaret D

CFP®, Series 63, Series 65

Wichita, KS

Hightower Advisors

Margaret Dechant is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her prior experience includes five years each at Private Client Services and 6 Meridian LLC before joining Hightower 6M Holding in 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to construct customized portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Stephanie M

Series 63, Series 65

Wichita, KS

Hightower Advisors

Stephanie Murphy is a financial advisor at Hightower Advisors with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hightower Securities, Hightower Advisors, and related entities since 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using both affiliated and third-party managers, incorporating proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Sarah H

CFP®, Series 66

Wichita, KS

Hightower Advisors

Sarah Hampton is a CFP® professional with 21 years of experience in the financial advisory industry. She is currently with Hightower Advisors, where she has worked since 2021. Her previous roles include positions at Private Client Services and 6 Meridian LLC from 2016 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with portfolio construction that includes mutual funds, ETFs, alternative investments, and custom indexing.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Bryan G

Series 63, Series 66

Wichita, KS

Hightower Advisors

Bryan Green is a financial advisor with Hightower Advisors, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and Private Client Services. He is based in Wichita, KS. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
View complete list of advisors at this office
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