Wealth Management

Kansas Community IBN Bank®’s strategists turn your hopes, dreams, and goals into financial plans with purpose. We’ll help you choose the investment tools and strategies that make the most sense for attaining your financial goals.

When You Work with a Kansas Community IBN Wealth Management Advisor, You Get:

Our advisors aren’t salespeople, they’re trusted financial professionals. They are community men and women who are dedicated partners in growing your investment portfolio and helping you achieve your financial goals.

Your advisor will be available when you need them. This direct line of communication is something we’re certain you’ll enjoy, that bigger institutions simply can’t offer. We believe that you can’t outsource excellent service. We work hard to ensure that your advisor will be available to answer your questions as they arise.

Craft a customized financial plan for you, your family, and your legacy.

Choosing to invest is simple. Let’s put your investments to work.

Pass along your assets to your loved ones appropriately.

Check the background of investment professionals associated with this site on FINRA’s
BrokerCheck®.

Wealth Management FAQs

What is wealth management?

Wealth Management is a general term we use to encompass the various investment and financial planning services we provide our clients. Each of our clients is unique. Our Kansas Community Wealth Management Advisors are equipped with an array of products and services to help craft customized financial plans for our clients throughout the varying stages and situations of life.

 

What is the advantage of using wealth management services offered by a community bank?

Just like with the banking services provided by Kansas Community IBN, you have the advantage of dealing with a person, not an institution. Each Wealth Management relationship is tailored to fit your unique needs, not a cookie-cutter, “off the shelf” solution. We know our clients, and growing their portfolios is our number one priority. We take the time to get to know them, to understand each client’s risk tolerances, their family dynamics, their need for income, and their unique life situations. The advantage is that Kansas Community Wealth Management advisors turn your hopes, dreams, and goals into financial plans with purpose.

 

How much money do you need for wealth management? Who are wealth management services for?

Because of our wide array of products and services, we can service anyone with an interest in investing. We suggest meeting with one of our advisors who can perform a financial checkup and make a personalized recommendation for you.

 

What is the advantage of partnering with Kansas Community IBN for wealth management services?

When you work with a Kansas Community Wealth Management advisor, you have an experienced financial expert at your service. Our advisors study and understand the market and help take the emotion out of your financial planning. Let us ease your anxieties and assist you in developing your plan. Meet with an advisor at one of our convenient locations in Henderson, Cynthiana, or Lexington, Kentucky or Evansville, Indiana.

 

When should you use a wealth manager?

Many variables exist that have an impact on how, when, and where you should invest your money. The world of investments is constantly changing and keeping up can be stressful. Hiring someone to maintain your financial investments is critically important- no matter the amount of money.

 

Investments are not insured by the FDIC or any federal government agency, provide no bank guarantee, are not a deposit, and may lose value.

 

Get Started Today

We’ll help you choose the investment tools and strategies that make the most sense for your financial goals.