An Independent, Fiduciary Focused Firm Built Around Client Relationships
W Investments is an independent financial advisory firm based in El Dorado, Kansas, committed to personalized advice, long-term relationships, and acting in our clients’ best interests.
The CEP designation is held by David Wernli, CEP®.
The Official Reader’s Choice Awards Best of Butler County: Named a 2025 Butler County Times Gazette Readers’ Choice Award winner in the Investment Firm category. The 2025 award was announced in December 2025 and was based on reader voting conducted during November 2025. The ranking was created by the Butler County Times Gazette through its annual Readers’ Choice Awards program. The ranking was determined through votes submitted by Butler County Times Gazette readers using an online ballot system seven publishing days in November 2025. The 2025 Readers’ Choice Awards included 70 categories, with results tallied by mid-November 2025. No compensation was provided, directly or indirectly, in connection with obtaining or using this ranking. The criteria for the ranking were the number of valid reader votes received for each business in the applicable category.
NextGen: Awarded in 2023 for the 2023 NextGen Under 30 Kansas Honorees. This ranking was created by NextGen Under 30 Kansas. Criteria for this award includes an application submitted by a separate party to be reviewed by a panel of judges. Criteria included age eligibility, residence and employment in Kansas, career accomplishments, dedication to Kansas, and community service. No compensation has been provided directly or indirectly in connection with this award.
Firm Overview
W Investments was founded with the belief that financial advice should be personalized, transparent, and centered on the client’s goals. As an independent firm, we are not tied to proprietary products or predetermined solutions.
Our focus is on building long-term advisory relationships that evolve as clients’ lives, priorities, and circumstances change. This approach allows us to provide guidance that is thoughtful, flexible, and aligned with what matters most to the people we serve.
Independence & Fiduciary Commitment
As fiduciary advisors, we are legally and ethically obligated to act in our clients’ best interests at all times. This responsibility shapes how we evaluate recommendations, communicate trade-offs, and provide advice.
Our independence supports this commitment by allowing us to remain objective and focused solely on what is appropriate for each client.
Optional supporting points:
- Fiduciary obligation
- Independent advice
- Client-first decision-making
How We Work With Clients
Our approach to working with clients is relationship-driven and collaborative. We take time to understand individual circumstances, communicate clearly, and provide guidance that adapts as needs and goals evolve.
Rather than focusing on isolated decisions, we emphasize continuity and coordination across
financial planning, investment oversight, and long-term decision-making.
Community & Local Presence
W Investments is proud to be part of the El Dorado community and to serve individuals and families throughout the surrounding Kansas region. Our local presence influences how we build relationships and stay connected to the people we serve.