Michael Caffrey, CRPC®
Michael Caffrey, CRPC®
FOUNDER | PRIVATE WEALTH MANAGER
With keen insight into the financial landscape and a commitment to making complex concepts accessible to clients, Michael earned his spot on several Forbes lists in 2024**, including “Best-in-State Wealth Advisors,” “Best-in-State Wealth Management Teams,” and “Next-Gen Best-in-State.” Dedicated to continuing his father’s legacy and helping people work toward their financial goals, Michael forms deep personal connections with his clients while tailoring strategies to fit their needs.
As a graduate of Central Christian College with a bachelor’s degree in business, Michael is a Chartered Retirement Planning Counselor (CRPC®) who holds Series 7 and 66 registrations through LPL Financial, plus life and health insurance licenses.
Michael’s life outside of work is defined by a love of family, community, and the great outdoors. He lives with his wife, three children, and two dogs in Wichita, where he supports several organizations including the Wichita Wagonmasters, East YMCA Men’s Club, Senior Services of Wichita, and St. Thomas Catholic Church. He’s also an avid hunter, fisherman, and griller.
**The Forbes Best-In-State Wealth Advisor and Best-in-State Wealth Management Teams ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
