Securing Your Legacy Across Generations

Meet the Aristata Financial Team


who we serve

Young Professionals

Guidance and strategies through the every stage to lay the foundation for a confident financial future


From succession and investment strategies to retirement, create a plan that will withstand a volatile market

Affluent Families

Creating generational wealth for a lasting legacy with the bones in place to last for generations to come

Resource Center

Valuable insights curated for you by the Aristata Financial team

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Financial Roots Blog

Value of a Financial Plan

Have you ever walked into class and your teacher gives you a pop quiz? That unprepared feeling shouldn't be how you face retirement. We can help you take out the guesswork on when and how you can retire. Here’s a short video on the value of a financial plan:You...

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Protecting What’s Most Precious To You

Are you looking for a way to secure your family’s future and protect your hard-earned assets?  One way to do this is to create a comprehensive estate plan. Watch this short video to learn about how you can get started planning.Leaving your Legacy Do you have a...

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Get to know Gage Kennedy

Gage was born and raised in Wichita and has always known he wanted a career where he could work with people. That’s why Aristata Financial is a great fit for him. We all value putting people first. Learn a little about Gage from this video.Video Script Gage Kennedy:...

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How We Work With Entrepreneurs

Owning a business can be very rewarding. It’s also all consuming. And retirement planning is often put on the back burner. We can help you set up a plan for your next chapter in life, so that when that times comes, you are well prepared.Video Script Rex Clevenger:...

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How We Work With Young Professionals

Starting out in your career and moving up the ladder is exciting. Whether you’ve nabbed that perfect job, or you’re just starting your career as a doctor or engineer, now is the perfect time to start planning for your future. Here’s a short video about how we can...

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How We Work With Affluent Investors

More money means more complexity. You need a team of professionals focused on your needs. Aritstata can be a key piece of that plan. Here’s how we can help.Video Script Rex Clevenger: When you have worked hard to achieve a certain level of success it’s important to...

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