The following article presents an overview of prominent providers of financial planning and advisory services in Kenya. These entities are recognized for their expertise in areas such as wealth management, investment advisory, estate planning, retirement planning, and related financial consulting. The selection draws from licensed investment advisers under the Capital Markets Authority (CMA), established firms in wealth management, and those frequently cited in industry sources for their reputation and service offerings.

Summary Table of Top 10 Providers

No.	Provider Name	Primary Contact	Address (Head Office)
1	Waugh McDonald Wealth Management	Website inquiry or +254 contact (via site)	Nairobi, Kenya (specific details on waughmcdonald.co.ke)
2	I&M Capital Limited	+254 20 327 1000 (general I&M Group)	Nairobi, Kenya (I&M Bank Group headquarters)
3	The ProFin Group	Contact form on theprofingroup.com	Nairobi, Kenya (operations in East Africa)
4	Deloitte Financial Advisory Limited	+254 20 430 0000	P.O. Box 40092-00100, Nairobi
5	PricewaterhouseCoopers (PwC) Associates	+254 20 285 5000	P.O. Box 43963-00100, Nairobi
6	Abojani Personal Finance & Investment Advisory	Website subscription/inquiry	Nairobi, Kenya
7	Open Capital Advisors	Contact via opencapital.com	Nairobi, Kenya
8	Stanbic Bank Wealth	+254 20 326 8000 (Stanbic Bank)	Nairobi, Kenya
9	Kuza Asset Management Limited	Contact via kuza.africa	Nairobi, Kenya
10	Britam Asset Managers (or related advisory)	+254 20 325 0000 (Britam)	Nairobi, Kenya

Note: Contact details and addresses are based on publicly available information from official websites and regulatory listings as of early 2026. It is advisable to verify current details directly with each provider, as they may change.

1. Waugh McDonald Wealth Management

Waugh McDonald is a specialized wealth management firm licensed by the Capital Markets Authority (CMA) in Kenya. It offers personalized advisory services, family office solutions, and investment planning with a global perspective through its partnership with Morningstar Wealth. The firm focuses on high-net-worth individuals and families, providing access to institutional-grade investments, estate planning, and legacy protection.

2. I&M Capital Limited

As part of the I&M Bank Group, I&M Capital provides comprehensive wealth management services, including financial planning, portfolio optimization, investment in funds (such as wealth and fixed income funds), and advisory on government securities and offshore assets. It caters to individuals and families seeking tailored solutions for investment, tax, and estate planning.

3. The ProFin Group

The ProFin Group operates as an independent international financial advisory firm with a strong presence in Kenya and other African markets. It specializes in investment advisory for expatriates and international investors, offering unbiased recommendations on financial planning, insurance-linked investments, and wealth structuring across multiple jurisdictions.

4. Deloitte Financial Advisory Limited

Deloitte is a globally recognized professional services firm with a licensed advisory arm in Kenya. It delivers expert financial advisory, including transaction structuring, due diligence, valuation, and strategic financial planning. The firm serves corporations, investors, and high-net-worth clients, leveraging extensive industry expertise for complex advisory needs.

5. PricewaterhouseCoopers (PwC) Associates

PwC provides robust financial advisory services in Kenya, encompassing audit-integrated planning, tax advisory, risk management, and wealth structuring. It supports clients in achieving long-term financial goals through customized strategies, often for businesses and affluent individuals requiring integrated consulting.

6. Abojani Personal Finance & Investment Advisory

Abojani stands out as a dedicated personal finance and investment advisory firm in Kenya. It emphasizes practical guidance on budgeting, saving, debt management, and investing, with offerings such as coaching, mentorship, and masterclasses to help individuals build financial independence.

7. Open Capital Advisors

Open Capital is a leading management consulting and financial advisory firm focused on Africa. It assists clients in strategic financial planning, investment enablement, market building, and growth advisory, serving innovative businesses, investors, governments, and development partners.

8. Stanbic Bank Wealth

Stanbic Bank’s wealth division offers fiduciary, insurance, and investment services tailored to high-net-worth clients. It provides comprehensive financial planning, legacy management, and diversified investment options to enable clients in realizing their financial aspirations.

9. Kuza Asset Management Limited

Kuza Asset Management specializes in bespoke investment solutions and private wealth management. It delivers advisory services for high-net-worth and institutional clients, including portfolio management, capital markets trading, and business valuation to support customized financial growth strategies.

10. Britam Asset Managers (Financial Planning Services)

Britam offers integrated financial advisory through its asset management and insurance arms, focusing on retirement planning, investment advisory, and wealth accumulation. It is frequently recommended for its accessibility and comprehensive support in personal financial decision-making.

This list highlights providers with strong reputations, regulatory compliance where applicable, and a focus on client-centered financial planning. Prospective clients should conduct due diligence, review licensing status via the CMA website, and consult directly to ensure alignment with specific needs