Invest Smarter, Live Better
Your wealth deserves a thoughtful approach.
Capitol Federal® Financial Advisors are here to help you design an investment plan tailored to your own personal goals and risk tolerance. Serving clients across our market areas in Kansas City, Topeka, Wichita, Lawrence, Manhattan and beyond, our team of highly trained Registered Representatives listens to your priorities, creates a customized strategy, and offers comprehensive wealth management services to help you achieve long-term success. We keep you informed and watch your investments closely, so you can feel confident event when the market changes.
Our Services
We provide a full range of financial planning and investment solutions, including:
- Custom Portfolio Construction
- Active Risk Management
- Ongoing Performance Reviews
- Retirement Income Planning
- Financial Goals-Based Planning
- Traditional and Roth IRAs & IRA Strategies
- Business Services for Owners and Entrepreneurs
- Charitable Giving Strategies
- Insurance & Risk Management Solutions
- Education Planning & 529 College Savings Plans
- Estate Planning Services
- Fiduciary Investment Accounts
- Separately Managed Accounts
Contact us today to learn how we can help you reach your goals with a plan that can be adjusted for your various stages in life.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Capitol Federal Investment Services and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Capitol Federal Savings Bank and the Capitol Federal Investment Services are separately owned and operated and not independently registered as broker-dealers or investment advisers.
The Benefits of a Second Look at Your Investment Portfolio
When It Might be Time to Reevaluate Your Portfolio Manager
