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From building your first portfolio to planning the retirement you've always imagined, here's what clients most often want to know about working with Graber Wealth Management.
The firm provides investment management, retirement and pension planning, and wealth/money management — covering everything from stocks, bonds, and treasury securities to IRAs, 401(k)/403(b) strategies, brokerage accounts, and portfolio rebalancing.
They partner with pre-retirees, retirees, business owners, families, and corporate executives, tailoring strategies to each client's specific life stage and goals.
The firm was founded by the late Jan Graber in a historic Victorian home in Wichita, and her "artistic approach" to wealth management — treating clients like family rather than a number — lives on today under Brian and Lance.
Yes. Securities and advisory services are offered through LPL Financial, one of the largest independent broker-dealers and registered investment advisors in the country*, supporting tens of thousands of financial advisors nationwide. That scale gives Graber Wealth Management access to institutional-grade resources and research while still delivering the hands-on, personal service the firm is known for.
*As reported by Financial Planning magazine, 1996-2025, based on total revenue.
It follows four steps: Discovery, Plan Presentation, Implementation, and Ongoing Reviews — designed to build a long-term partnership rather than a one-time transaction.
No — while the firm is rooted in Wichita, its LPL Financial representatives are licensed to serve clients across 18 states, including AR, AZ, CA, CO, FL, GA, IA, KS, MA, MI, MO, NC, NE, OK, TX, VA, WA, and WI. That means the same personalized, relationship-driven guidance is available whether you're a longtime Kansas client or you've since moved to one of these other states.