10533 W Rita St, Wichita, KS 67209, USA Mon–Fri 9:00 AM – 6:00 PM · Sat 10:00 AM – 2:00 PM

About Financial Growth Zone

A Wichita, Kansas advisory firm built on a fiduciary promise: we are paid to be right for you, not paid to sell to you.

Our Story

We Started Because People Deserved Better Answers

Financial Growth Zone opened its doors in 2009 in the middle of one of the hardest financial climates America has seen. Families were walking into offices asking simple questions — “Can I afford this house?”, “Should I refinance?”, “How much do I actually need to retire?” — and leaving with a product in hand instead of an answer.

Our founders made a decision that shaped everything since: we would be an advisory firm first and a lender second. That meant adopting the fiduciary standard, publishing our fee schedules openly, and being willing to tell a client that the best loan for them was a smaller one than they asked for.

Eighteen years and more than 42,000 client relationships later, that promise is still the only marketing we rely on. Most of our new clients arrive because an existing client told a friend that we told them the truth.

Financial Growth Zone advisory team at the Wichita office
What Drives Us

Mission, Vision & Values

Our Mission

To give every household and small business we meet a clear, written financial plan they can actually follow — and the honest advice to keep it working as life changes.

Our Vision

A country where nobody signs a financial document they do not fully understand, and where advice is judged by the client's outcome rather than the advisor's commission.

Our Values

Honesty before sale. Clarity before jargon. Long-term relationships before short-term revenue. Every recommendation must pass one test: would we do this with our own family's money?

Milestones

Eighteen Years Of Steady Growth

We have never chased size for its own sake. Each step below happened because clients asked us to do more for them.

Start Your Plan
  • 2009 — Founded in Wichita, Kansas

    Three advisors open a small office with one rule: no product is recommended before a written plan exists.

  • 2013 — Lending division launched

    Personal and mortgage lending brought in-house so clients stop paying mark-ups to third-party brokers.

  • 2016 — Fiduciary standard adopted firm-wide

    Every advisor becomes legally bound to act in the client's best interest, including on insurance placements.

  • 2019 — Tax advisory practice added

    Loan, investment and tax planning finally happen on the same table instead of in three separate offices.

  • 2022 — Digital document platform

    Secure upload and e-signature cut average personal loan decision time to under 48 hours.

  • 2026 — 42,000+ client relationships

    Still family-run, still answering our own phones, still publishing every fee we charge.

Our Difference

What Makes Working With Us Different

Written Plans

Every recommendation arrives as a document you keep — assumptions, costs and alternatives included.

One Advisor

A single named advisor coordinates your loans, portfolio, taxes and cover. No handoffs, no repeating yourself.

Published Fees

Our full fee schedule is available on request before you commit. No backend surprises at closing.

Quarterly Reviews

Life changes faster than annual reviews allow. We re-check your plan every three months, free of charge.

Free First Consultation

Meet An Advisor Who Will Tell You The Truth

Thirty minutes, no cost, no obligation. Bring your questions — leave with a written next step.