Investment Advisory Services in Wichita, KS
Advice Without the Agenda. Strategies Built for You.
Wichita has never been afraid to invest—whether it's in aviation, energy, or entrepreneurship. But personal investing? That’s where things get tricky. Cookie-cutter advice, hidden fees, and one-size-fits-all portfolios leave a lot of folks feeling more confused than confident.
Straight Talk CPAs offers investment advisory services built around clarity, control, and real-life goals. Whether you're self-employed, growing a family, or finally ready to put your money to work, we help make sure your investments actually support your bigger financial picture.
We don’t push products. We don’t work on commission. Instead, we ask:
- What are your priorities—security, growth, retirement, legacy?
- How do your taxes, income, and goals shape your ideal investment plan?
- What keeps you from feeling confident about your current approach?
Then we build a smart, tax-conscious strategy that may include:
- Risk-aligned investment portfolio design
- Tax-efficient asset placement (Roth vs Traditional, taxable vs deferred)
- Rebalancing and cash flow management
- Investment timing aligned with income fluctuations
- Support for retirement planning, business liquidity, or big life changes
Everything is customized. Everything is explained in plain English.
What You Get With Our Investment Advisory Services
Case Study: Realigned and Recharged in Sedgwick County
Tyler and Amanda, a dual-income couple in west Wichita, were investing through multiple accounts—401(k)s, IRAs, brokerage accounts—but they had no idea how it all fit together. Their financial advisor focused only on returns, while their CPA mentioned taxes once a year.
Here’s what Straight Talk CPAs did:
- Reviewed all accounts and simplified into a clear, risk-adjusted strategy
- Moved tax-inefficient investments into retirement accounts
- Created a 10-year retirement roadmap and set target benchmarks
- Flagged over-concentration in employer stock and rebalanced
- Identified better savings vehicles for their daughter’s college fund
Now: They have one integrated plan, coordinated across tax, retirement, and
investment goals—with clear milestones and peace of mind.
Explore Our All Services in Wichita, KS
List of Services
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Accounting ServicesWichita Accounting Services
Virtual accounting services for Wichita-based businesses—accurate books, strategic support, and no financial fog. Stay compliant, grow smarter.
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CPA ServicesWichita CPA Services
CPA services for Wichita businesses—from tax prep to CFO insights. Clear advice, clean numbers, and zero surprises. Virtual and locally focused.
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Business Tax Planning ServicesWichita Business Tax Planning Services
Straight Talk CPAs offers proactive tax planning in Wichita, KS—helping small business owners save money, avoid surprises, and make smarter decisions all year long.
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Business Tax Preparation ServicesWichita Business Tax Preparation Services
Straight Talk CPAs provides stress-free tax preparation in Wichita, KS—accurate, compliant, and designed to get every deduction you deserve, backed by licensed CPAs.
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CFO ServicesWichita CFO Services
Outsourced CFO services in Wichita to help growing businesses build forecasts, manage cash flow, and make confident financial decisions—all without the full-time CFO salary.
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Bookkeeping ServicesWichita Bookkeeping Services
Straight Talk CPAs delivers smart, virtual bookkeeping services in Wichita, KS—built for clarity, consistency, and clean financials every month.
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Accounts Payable ServicesWichita Accounts Payable Services
Straight Talk CPAs offers streamlined accounts payable services in Wichita to help business owners stay organized, pay vendors on time, and gain clarity on cash flow.
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Retirement Planning ServicesWichita Retirement Planning Services
Wichita retirement planning services that align taxes, investments, and timelines to help you retire with clarity and confidence.
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Investment Advisory ServicesWichita Investment Advisory Services
Investment advisory services in Wichita focused on clear goals, tax strategy, and smart, client-centered planning. No sales pitch. Just straight talk.
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Wealth Management ServicesWichita Wealth Management Services
Wealth management services in Wichita that combine tax expertise, long-term planning, and smart financial decisions—built for real people, not spreadsheets.
Who We Help in Wichita
We work with ambitious, thoughtful professionals across the metro—people who want to grow their money without losing sleep.
Our Wichita investment advisory clients often include:
- Business owners investing both personally and through their business
- Self-employed professionals building retirement from scratch
- Dual-income couples optimizing across multiple accounts
- Pre-retirees and retirees looking for safe, smart withdrawal strategies
- Parents saving for education
and retirement without compromise
Your advisor is your partner—not a salesperson. And your strategy is built around your whole financial life, not just the market.
FAQs
Are you licensed financial advisors?
Yes. We’re licensed and fiduciary—meaning we’re legally required to act in your best interest. And we take that seriously.
Will you manage my investments directly?
If that’s what you need, yes. We also offer advisory-only plans if you prefer to manage accounts yourself but want expert strategy.
Do you work with people just starting out?
Absolutely. Many of our clients are in their 30s or 40s, balancing career growth with family, mortgages, and building wealth from the ground up.
Is this service only for high-net-worth clients?
Nope. It’s for people who want smart advice, no matter the portfolio size.
