Kedre D. Mellor| CPA/PFS
Capital WealthCare Advisors
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Planning for Business Owners
- Cash Flow and Budgeting
- Income Tax Planning
- 401k Plans
- Insurance Needs
Suite 220 - By Appointment Only
Wichita, KS 67226
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Kedre Mellor is a Wichita, KS Fee-Only Financial Planner serving Wichita and all surrounding areas. Capital WealthCare Advisors specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Kedre Mellor is a NAPFA-Registered Financial Advisor and a PERSONAL FINANCIAL SPECIALIST Professional.
Kedre D. Mellor, CPA/PFS received a Bachelor's Degree in Business Administration in 1981, Magna Cum Laude, with an emphasis in Accounting at Wichita State University in Wichita, Kansas. Mrs. Mellor provided personal financial planning services, portfolio management and investment advice as the founding shareholder of Kedre D. Mellor, CPA, PA, incorporated January 1, 1990. In January, 1992, she passed the NASD Series 63 examination to become an investment adviser representative.
Mrs. Mellor's credentials include Certified Public Accountant (CPA) with a permit to practice in the State of Kansas and Personal Financial Specialist (PFS) accredited by the American Institute of CPAs (1993). She has been a member of the National Association of Personal Financial Advisors (NAPFA) since 1999.
Kedre D. Mellor is a principal of Capital WealthCare Advisors, L.C.
Capital WealthCare Advisors, L.C. was founded in 2006 by Kedre D. Mellor, CPA/PFS and Thomas A. Simon, CPA/PFS. Mr. Simon retired in 2014. We serve clients in Wichita, Kansas and the midwest. As a Registered Investment Advisor, we provide fee-only investment management to individuals, families, professionals, small business owners, qualified retirement plans, not-for-profits -- anyone with a desire to pursue long-term financial objectives.
Managing wealth isn't simply about acquiring assets. It's about you. That's why our services focus on you: Discovering and achieving what matters to you; providing distinct solutions to address the financial complexities in your life, and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do:
- Discovery -- Before any planning takes place, we discover what's important to you.
- Planning -- Before any commitment is made, we present a detailed, written plan.
- Commitment -- Before we become your trusted advisor, we mutually commit to your plan for success.
- Regular Progress -- Through targeted strategy, we seek to enhance your wealth and your life.
Investing time to build our relationship with you is time well spent.