Hello. We’re Aristata Financial

Who We Are

Your family’s CFO

We understand that financial planning goes far beyond just crunching numbers and pointing you toward investments. We prioritize building authentic relationships with a foundation of trust and care, putting the best interest of the families we work with at the forefront. As a team with decades of combined experience, we provide the sophisticated advice that can help you avoid costly financial mistakes and establish a financial plan that will align with your vision, as well as change with you through every season of life.

A sunset view across the river in Wichita, Kansas, where Aristata Financial Advisors are based.
An ancient bristlecone pine, called Aristata, symbolizing longevity and resilience, the name of our financial planning company which aims to keep you family's finances well for the long-term.

This is our story

Founded by Rex Clevenger, CFP®, CEPA®, Aristata Financial was created to offer personalized service and financial guidance for families and businesses. With 30+ years of experience at some of the largest financial institutions, Rex realized that true client-focused service required an independent and tailored approach.

In 2009, he and Wendy Cox established Aristata Financial, with a mission to provide comprehensive financial planning and investment management. The name “Aristata” reflects the longevity and resilience of the bristlecone pine, symbolizing Aristata Financial’s commitment to standing the test of time and guiding clients and their families for generations to come.

What does Aristata mean?

The name Aristata stems from the scientific name of one sub-species of bristlecone pine tree, Pinus Aristata. Bristlecone pines are known for their longevity and resilience with the oldest known Aristata tree estimated to be over 2,500 years old. Like the Pinus Aristata, we plan to stand the test of time for you and your family’s financial life. We are fully vested in your family’s financial wellness and we will remain so, generation after generation.

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Our Mission

Your Goals.

Your Journey.

Our Commitment.

At Aristata Financial, we are dedicated to empowering individuals and families to achieve their financial goals through comprehensive financial planning and investment management. Our team of experienced professionals takes a personalized approach, working closely with each family to understand their unique aspirations and challenges. We combine our deep industry knowledge with innovative strategies to create tailored financial solutions that encompass everything from financial planning and estate planning to wealth and risk management.

By prioritizing transparency and communication, we build lasting relationships that foster trust and collaboration. At Aristata Financial, your success is our mission, and we are here to help guide you every step of the way on your path to securing your legacy across generations.

A chess board in the Aristata Financial Offices, independent financial advisors and wealth planners in Wichita Kansas and across the USA.
A few of the Aristata Financial Offices, financial and wealth planners for families and businesses in Wichita Kansas and across the USA.
A still life of jam, books and pictures in the Aristata Financial Offices, independent financial advisors and wealth planners in Wichita Kansas and across the USA.

Our Core Values

At Aristata Financial, our core values form the bedrock of our client relationships and guide our every decision. These values are not just words on a page; they are the principles we live by and the foundation of our commitment to your success.

By embracing these core values, we strive to build lasting relationships, provide exceptional client experiences, and empower our families to achieve financial confidence and success.

Integrity

We are committed to ethical conduct, transparency, and open communication in all our interactions. Our clients trust us with their financial well-being, and we honor that trust by always acting in their best interests.

Longevity and Resilience

Inspired by the Pinus Aristata, we are dedicated to building long-lasting relationships with our families. We are here to help you navigate life’s financial complexities, providing steady guidance and support through every stage.

Client-Centric Focus

We put our families at the center of everything we do. We believe in truly understanding your unique needs and creating customized financial solutions that align with your values and aspirations.

Teamwork

We work together as a cohesive unit, leveraging the diverse skills and expertise of our team to provide comprehensive and integrated financial services. Our collaborative approach ensures that nothing slips through the cracks, and we provide the highest level of service to our families.

Continuous Improvement

We are committed to staying ahead of industry trends and constantly seeking ways to enhance our services. We believe in investing in our team, technology, and resources to ensure we are always providing the best possible financial advice and support.

Ready to Learn How We Can Help You Secure Your Legacy Across Generations?

Schedule a 15 minute introductory call so we can learn more about you, your financial goals, and how we can best help you achieve them.

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