Aristata Financial

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Aristata Financial Aristata Financial helps business owners build fulfilling lives by aligning personal goals, financial resources, and business strategy.

We help owners build value, reduce risk, create options, and confidently navigate life before and after the business. Securities offered through Raymond James Financial Services, Inc., Member
FINRA/SIPC. Aristata Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please click the following "Social Media Disclosure” link http://raymondjames.com/smicd.htm

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much...
10/16/2026

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much faster than you expected.

And with that change can come pressure to make decisions quickly about investing, spending, giving, or what happens next.

Give yourself time to let the dust settle.

A little space can help you understand what's changed, consider the tax and planning implications, and think carefully about what you want this money to make possible.

When the time is right, that's a conversation we're here to help you navigate.

Success can create something we don't talk about enough: more choices.And choices come with tradeoffs.A promotion may me...
10/14/2026

Success can create something we don't talk about enough: more choices.

And choices come with tradeoffs.

A promotion may mean more income and less time. A bigger home may mean more space and less flexibility. Building wealth may eventually give you the ability to work less, change careers, or spend differently.

As your financial life grows, the conversation often becomes less about what's possible and more about what's worth it.

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change...
10/12/2026

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change with it.

Have your prescriptions changed? Your doctors? Your income? Are healthcare costs fitting into your retirement plan the way you expected?

Open Enrollment runs from October 15 through December 7, making this a good time to take another look and bring any questions into your next planning conversation.

We can help you consider how healthcare costs fit into your broader financial picture and coordinate with the appropriate Medicare professionals when needed.

Have you ever thought through a financial decision so many times that you're no longer sure what you think?You've run th...
10/09/2026

Have you ever thought through a financial decision so many times that you're no longer sure what you think?

You've run the scenarios. Read the articles. Talked it over at home. Maybe you've even made a decision, only to reconsider it the next morning.

We see this when the stakes feel especially high, like retirement, selling a business, helping family, or making a major purchase.

Sometimes you don't need more information. You need the space to sort through what you already know and determine what matters most.

That's where a thoughtful conversation can help.

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.Maybe you planned to retire...
10/07/2026

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.

Maybe you planned to retire at 65, but your work still feels meaningful. Maybe you always pictured staying in your home, but now you'd rather have the freedom to travel. Maybe supporting family or giving back has become more important than something you spent years saving toward.

As life gives us new experiences, our priorities have a way of evolving with them.

Your financial plan should leave room for that.

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?Maybe it's giv...
10/06/2026

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?

Maybe it's giving a student an opportunity they otherwise wouldn't have. Preserving a place that matters to your family. Supporting research that has touched your life. Or strengthening an organization that has served your community for decades.

When you start with the impact you hope to make, charitable planning becomes a much more personal conversation.

The new role looks great. The compensation is compelling. You're ready for what's next.Before you say yes, take a close ...
10/05/2026

The new role looks great. The compensation is compelling. You're ready for what's next.

Before you say yes, take a close look at what happens when you leave your current employer.

For executives, unvested equity, deferred compensation, benefits, and other provisions can make the timing of a career move worth a closer look.

A big congratulations to Skyler Clevenger on passing the Series 7 exam! 🎉This marks another important step in Skyler's p...
10/01/2026

A big congratulations to Skyler Clevenger on passing the Series 7 exam! 🎉

This marks another important step in Skyler's professional development and his continued growth at Aristata Financial.

We're excited to celebrate this accomplishment with him and look forward to what's ahead!👏

We've never had someone walk into our office and say, "We can't wait to review our beneficiaries."What we hear is someth...
09/29/2026

We've never had someone walk into our office and say, "We can't wait to review our beneficiaries."

What we hear is something much more human.

"We've been meaning to update our wills."

"I know we should consolidate those old retirement accounts."

"We keep saying we need to talk to our kids about our estate plan."

"We just never got around to it."

After years of working with families, we've learned that people rarely put these conversations off because they don't care.

They put them off because life gets busy. There always seems to be something more immediate demanding their attention.

That's why we don't think of financial planning as checking boxes. We see it as creating the time and space to work through the decisions that have quietly been sitting in the background for far too long.

If something has been sitting in your "one day" file, maybe this is the season to move it to the top of the stack.

Address

310 W Central Avenue
Wichita, KS
67202

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+13164404476

Website

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