Kedre Mellor (CPA/PFS)

Kedre Mellor focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

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.

We also offer financial planning engagements for retirement planning and minimizing the income tax impact of retirement plan withdrawals.

Additional Information

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.

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.

NAPFA Start Date

January 14, 1999

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This Office

8441 E. 32nd Street N., Suite 220 Wichita, KS 67226 Phone: (316) 440-4772