Client First. Financial Advice

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Wichita
CRD Number
Website clientfirstadvice.com
Client types

Overview

Client First. Financial Advice is a Lawrence, Kansas wealth management practice providing planning-led portfolio management and ongoing advice. The practice operates as an independent office aligned with Private Advisor Group for advisory services and uses LPL Financial for brokerage and custody. The focus is goal-based planning, clear communication, and customized portfolios that match client timelines and risk profiles. Clients receive comprehensive guidance across investing and short- and long-term planning needs with direct access to a CFP® professional. The practice serves individuals and families seeking straightforward, fiduciary advice delivered with an emphasis on accessibility and long-term relationships.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Client First. Financial Advice

Platform Details

Investment Preferences

Alternative Activity

Address

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