The Equitable Advisors Kansas Branch has offices located in both Overland Park and Wichita.  The Kansas Branch houses the experience of many financial professionals sharing the same vision and philosophy. Financial professionals are committed to the firm’s core operating principles:
  • Client Focus – We are totally committed to serving and meeting the needs of our clients.
  • Integrity – We are honest, professional and consistent in all matters.
  • Teamwork – We collaborate across the organization to achieve shared goals.
  • Learning Organization – We acquire and leverage every bit of information available to grow the firm by helping our clients achieve their financial goals.
  • Passion for Winning – We are in business to win for our clients, shareholders, and employees.
  • A Great Place to Work – We foster an environment where our people can achieve and flourish.
Many people find that taking control of their financial life can be a bewildering and intimidating challenge. Equitable Advisors financial professionals help their clients put these matters in order. There is a focus on planning, and advisors specialize in helping clients identify and prioritize their financial goals in order to develop strategies to help meet them.
The firm’s financial professionals provide the tools necessary to help their clients meet their retirement, education, asset accumulation, income protection and estate preservation goals. State of the art products and services for suitable individuals and businesses include (but are not limited to):
  • Fee based financial planning
  • Retirement and estate planning using life insurance and other financial products
  • Professional money management programs
  • Hedge funds
  • Exchange funds
  • Brokerage accounts
  • Educational planning
  • Annuities
  • Life/Disability insurance*
  • Buy/Sell agreements
  • Key person coverage
  • Executive planning services
  • Deferred compensation plans
Equitable Advisors believes that it is critical to monitor a client’s progress and periodically review strategies over time. There is a focus on building long-term relationships since clients have a lifetime of financial goals and objectives. Since the firm’s roots are affiliated with a company with a 150-year history, clients know they can count on the firm to be there to help them deal with the inevitable changes that are a part of life.
Maintaining a strong sense of community is important. Many members of the Kansas branches are civic-minded leaders who play an active role in various charitable organizations on both a local and national level. Our financial professionals are encouraged to get involved in numerous organizations and are committed to serving the local community.

*Equitable does not issue disability income insurance. It is issued and made available by third-party insurers