Fiduciary advisors in Missouri

Belton, Missouri

Financial Advisor Pro is a fee-transparent advisory firm based in Belton, Missouri, serving clients locally and via video across Missouri and Kansas. The firm operates as a fiduciary and offers financial planning, investment management, retirement planning, insurance analysis, and wealth management, with particular expertise in 401(k) rollovers and life insurance solutions. With over a decade of experience in the region, the firm works with families and individuals to develop personalized strategies aligned with their financial goals.

Branson, Missouri

Robbins Financial, based in Branson, Missouri with an additional office in Bentonville, Arkansas, serves entrepreneurs and business owners with financial planning, tax strategy, and wealth management. The firm was founded by Blake Robbins, who draws on his experience launching and exiting multiple businesses to inform planning for clients across the country. The team combines backgrounds in institutional money management, business ownership, and specialized tax expertise, utilizing analytical tools and research capabilities in their planning process. Blake Robbins holds MDRT Top of the Table status (top 1% globally) and was named to Forbes' Best-In-State Wealth Advisors list for Missouri in 2024.

Brentwood, Missouri

Gatewood Wealth Solutions is an investment advisory firm in Brentwood, Missouri. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 24 Google reviews.

Cape Girardeau, Missouri

Anchor Pointe Wealth Management is a Cape Girardeau-based firm offering financial planning, investment management, and estate planning services. The firm operates as a fiduciary and serves individuals and families, including those with significant AT&T retirement benefits; team members include a CFP® professional with institutional finance experience. The firm focuses on multi-generational wealth planning and tax-efficient strategies, with principals who specialize in retirement income optimization and corporate incentive planning.

Carthage, Missouri

HFI Advisors is a financial advisory firm in Carthage, Missouri that works with clients through a three-step process: discovery of current financial circumstances, analysis to develop a personalized retirement plan, and implementation with team support. The firm offers financial planning services drawing on investment and insurance solutions, and emphasizes independence and objective counsel as core operating principles.

Chillicothe, Missouri

Marcolla Wealth Management is an investment advisory firm in Chillicothe, Missouri. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Columbia, Missouri

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Columbia, Missouri. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

Columbia, Missouri

Dan Kellar, CPFA® - Financial Advisor at Farther is an investment advisory firm in Columbia, Missouri. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Columbia, Missouri

Smith Moore is an investment advisory firm in Columbia, Missouri. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Columbia, Missouri

Sundvold Financial is a fee-only registered investment advisor in Columbia, Missouri, founded in 1997, serving corporate retirement plans, employee benefits, and personal financial planning for high-net-worth individuals. The firm specializes in ERISA fiduciary services, corporate benefits administration across the Midwest, and customized financial planning for clients with investable assets exceeding $100,000. The team includes credentialed professionals holding designations such as AIF, ChFC, CLU, and CMFC. Sundvold Financial works with corporations ranging from small businesses to those with over 500 employees, healthcare systems, public school districts, and individual clients.

Columbia, Missouri

Convergence Wealth is a fee-only independent advisory firm in Columbia, Missouri, offering financial planning, investment management, and wealth management services. The firm's three Wealth Advisors—Travis Cook, Tyler Hoffmann, and Mark Brooks—manage client portfolios directly in-house using funds, ETFs, individual stocks, and alternative investments, with over 15 years of experience serving the Mid-Missouri region. As a fiduciary, the firm charges fees rather than commissions and coordinates investment strategy with tax planning and retirement analysis customized to each client's circumstances.

Columbia, Missouri

Wilkerson Advisory Group is a fiduciary registered investment advisor in Columbia, Missouri, serving professionals, business owners, and pre-retirees through retirement planning, tax planning, estate planning, and investment management. The firm's advisory team includes four CFP®-credentialed advisors, two CPFA™ professionals, and one CPA, and employs a multi-step planning process that integrates tax strategy, risk analysis, and ongoing reviews to align clients' financial affairs across all areas. Built on a 40-year foundation in the Columbia market, the practice focuses on long-term client relationships and coordinates with other professional advisors to address business transitions, wealth protection, and succession planning.

Columbia, Missouri

Madigan Wealth Management, based in Columbia, Missouri, offers financial planning and investment management services to individuals, families, and businesses. The firm is led by Patrick Madigan, a CERTIFIED FINANCIAL PLANNER® with nearly 25 years of experience in financial advisory, and supported by Anna Gramke as Client Relationship Manager. The firm develops personalized financial plans addressing retirement, generational wealth, and investment strategy, with a stated focus on clear communication and straightforward guidance through complex situations.

Columbia, Missouri

Commercial Trust Financial Services is a registered investment advisor in Columbia, Missouri, offering financial planning and investment management to individuals, business owners, and nonprofit organizations. The firm provides services across retirement planning, estate planning, tax planning, employer-sponsored retirement plan guidance, education savings strategies, and cash management, with an emphasis on coordinating recommendations across financial, estate, and tax domains. Affiliated with LPL Financial for securities offerings, the firm is part of Commercial Trust Company, which has operated in mid-Missouri for over 120 years.

Columbia, Missouri

Aligned Wealth Group is an investment advisory firm in Columbia, Missouri. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 10 Google reviews.

Creve Coeur, Missouri

Denny Roodman is a ChFC-credentialed financial planner based in Creve Coeur, Missouri, affiliated with IFG, a network of independent financial advisors. He specializes in estate planning services. Roodman operates as part of IFG's consortium of independent practitioners who leverage shared resources and technology while maintaining individual practice autonomy.

Creve Coeur, Missouri

Williamson Financial Management Group, based in Creve Coeur, Missouri, offers financial planning and advisory services spanning retirement accounts, insurance products, wealth management, and education savings. The firm operates on a fiduciary basis and provides guidance across employer-sponsored plans, IRAs, business retirement plan setup, and income planning strategies that incorporate investments and Social Security. The firm conducts ongoing client reviews through regular monitoring meetings.

Creve Coeur, Missouri

Insurance-Based

Northwestern Mutual is an insurance-based firm in Creve Coeur, Missouri. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 2.3-star rating from 3 Google reviews.

Creve Coeur, Missouri

RetireStrong Financial Advisors is a fiduciary firm based in Creve Coeur, Missouri, serving women and couples aged 50 and older. The firm offers estate planning, financial planning, investment management, and retirement planning services, with particular focus on estate and retirement planning. Their engagement process includes an introductory call, a comprehensive discovery meeting to review financial situation and goals, a strategy presentation meeting, and ongoing periodic reviews to monitor and adjust the plan as circumstances change.

Des Peres, Missouri

Creative Planning is an investment advisory firm in Des Peres, Missouri. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 22 Google reviews.

Dexter, Missouri

Worley Monroe Advisors is a financial advisory firm based in Dexter, Missouri, that develops investment strategies through one-on-one client relationships. The firm emphasizes transparent communication and a collaborative approach, working to align clients' finances with their lifestyle goals and risk tolerance. The advisors take a proactive stance in addressing financial objectives and anticipating client needs over time.

Eminence, Missouri

Kyndall's Tax Service and Financial Planning is an investment advisory firm in Eminence, Missouri. Services include Financial Planning and Tax Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office is open six days a week, including Saturdays. It holds a 5-star rating from 1 Google review.

Eureka, Missouri

Rockwood Financial provides retirement planning and investment management to high-earning professionals and business owners in the St. Louis West Corridor, typically 5–15 years from retirement with $250,000+ in investable assets. Founder Drew Stotler, an AAMS® with over 20 years of financial sector experience, operates as a fiduciary and uses a structured four-step process (Risk & Reality, Optimize, Coordinate, Keep Navigating) focused on tax efficiency, reliable income generation, and portfolio coordination rather than accumulation-focused returns. The firm addresses questions around retirement readiness, account organization, tax strategy, and Social Security timing, and is licensed in advisory services, life insurance, long-term care insurance, and annuities through LPL Financial.

Farmington, Missouri

the Brann Group, LLC is an investment advisory firm in Farmington, Missouri. Services include Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Farmington, Missouri

Cook Financial, LLC, based in Farmington, Missouri, is owned by Mark Cook, an independent insurance broker and financial representative who offers insurance protection and financial planning services. The firm combines property and casualty insurance brokerage with investment management and wealth planning strategies designed to address both asset protection and retirement goals. Mark Cook has worked in the financial services industry since 2010, operating as an independent agent since 2013 with ongoing partnerships across multiple broker-dealers.

Fulton, Missouri

Smith Moore is an SEC-registered investment advisor and FINRA-registered broker-dealer founded in 1913, operating as a 100% employee-owned firm with a compliance team and multiple locations across Missouri, Illinois, Kansas, and Mississippi. The firm provides financial planning and investment management services to clients and institutions across multiple generations, and maintains membership in FINRA, SIPC, and the MSRB. As one of the oldest independent, privately owned investment firms west of the Mississippi River, Smith Moore participated in the 1956 Ford Motor Company IPO and remains one of only 11 firms from that original group still operating independently today.

Gladstone, Missouri

Loan Factory - We Dare You To Compare is an investment advisory firm in Gladstone, Missouri. Services include Estate Planning. Advisory services are available in English, Chinese, Korean, Spanish, Tagalog, and Vietnamese. Service options include onsite meetings and online appointment booking. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 56 Google reviews.

Gladstone, Missouri

Next Bloom Wealth is an investment advisory firm in Gladstone, Missouri. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 15 Google reviews.

Glasgow, Missouri

Arthur Morris Lifestyle Wealth Management LLC is an investment and wealth management firm based in Glasgow, Missouri that works with high-net-worth and ultra-high-net-worth individuals and institutions. The firm builds customized financial plans and investment portfolios tailored to each client's lifestyle objectives, incorporating asset protection, retirement planning, tax strategies, succession planning, and estate planning rather than using standardized model portfolios. The firm emphasizes an extended discovery process—typically three to six months—to thoroughly understand client circumstances before establishing long-term relationships, with ongoing review and adjustment of strategies based on evolving goals.

Hermann, Missouri

Haeffner Wealth Advisors is an investment advisory firm in Hermann, Missouri. The office has a wheelchair-accessible entrance. The office is open five days a week.

Independence, Missouri

Equity Wealth Partners is an investment advisory firm in Independence, Missouri. The office has a wheelchair-accessible entrance. The office is open five days a week.

Jefferson City, Missouri

Emily Kampeter is a financial advisor at Central Investment Advisors in Jefferson City, Missouri, holding Series 7 and Series 66 licenses through LPL Financial. She offers retirement planning, investment management, estate planning, insurance, tax strategies, and related wealth management services, working with clients to develop personalized financial strategies aligned with their specific circumstances and objectives. Kampeter holds a bachelor's degree from Truman State University and has completed graduate banking and leadership programs; she brings prior experience from roles in banking and state government.

Jefferson City, Missouri

Missouri Hills Wealth Management is an investment advisory firm in Jefferson City, Missouri. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 4 Google reviews.

Jefferson City, Missouri

Wallstreet Group Advisors, founded in 1987 and based in Jefferson City, Missouri, offers investment management, retirement planning, insurance and risk management, and employer retirement plan services. The firm operates as an independent advisory practice and provides personalized financial guidance across investments, debt strategy, Social Security planning, insurance evaluation, and business retirement plans, serving clients through both in-person and technology-enabled channels.

Joplin, Missouri

TrueNorth Wealth & Impact is a financial advisory firm based in Joplin, Missouri, founded over 20 years ago and led by principals Bryan Vowels and Troy Stovern. The firm offers financial planning and investment management services with a specialty in college savings planning, serving both families and business clients. The firm's approach integrates personal values and philanthropic goals into comprehensive wealth planning that addresses retirement, estate strategies, and investment management. TrueNorth operates as an investment adviser providing ongoing investment advice and monitoring based on assets under management.

Joplin, Missouri

Herrod Financial Group, based in Joplin, Missouri, is a financial planning practice founded by Thomas D. Herrod, an Investment Advisor Representative with an MBA in Finance from Missouri State University. The firm offers personalized financial planning services addressing retirement, investment management, risk protection, and estate planning, with financial planning provided through an affiliation with Eagle Strategies LLC. Thomas Herrod serves individuals and families in his community, working directly with clients to develop strategies aligned with their financial goals and values.

Kansas City, Missouri

Wirehouse

Merrill Lynch Financial Advisor Chris Teahan is a wirehouse firm in Kansas City, Missouri. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Kansas City, Missouri

VestGen Wealth Partners is a Kansas City-based firm providing investment management, wealth planning, and related financial services. The firm offers personalized portfolio management, retirement plan administration for employers, estate planning coordination, tax strategy, insurance solutions, education savings planning, and comprehensive financial planning aligned with client goals and life circumstances. The practice emphasizes a three-step process of understanding client needs, designing customized strategies, and providing ongoing adjustments as situations change.

Kansas City, Missouri

Independent RIA

Mader & Shannon Wealth Management is an independent registered investment advisor based in Kansas City offering financial planning and investment management services. The firm operates on a fiduciary basis with no product-related conflicts of interest, delivering portfolio management, comprehensive financial planning, retirement projections, estate planning, and guidance on qualified plans and education savings vehicles. The firm emphasizes client education and objective advice grounded in realistic expectations about risk and performance.

Kansas City, Missouri

Hawkins Financial Service is an investment advisory firm in Kansas City, Missouri. The office is open five days a week. It holds a 3-star rating from 4 Google reviews.

Kansas City, Missouri

Diversified Solutions, LLC is an investment advisory firm in Kansas City, Missouri. Services include Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Kansas City, Missouri

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Kansas City, Missouri. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Kansas City, Missouri

WEALTH | KC is a Kansas City-based financial advisory firm operating as a fiduciary, with team members holding credentials including CFP® and AAMS® designations. The firm provides financial planning, tax planning, investment management, and estate planning services, with a particular focus on retirement income strategies, Social Security optimization, and healthcare planning. The team works with high-net-worth individuals, business owners, and those approaching or in retirement, delivering written financial plans and ongoing plan monitoring and adjustments.

Lake St Louis, Missouri

Endeavor Wealth Management is an investment advisory firm in Lake St Louis, Missouri. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lee's Summit, Missouri

Oak Road Wealth Management serves individuals and families in or approaching retirement with financial planning, investment management, and wealth strategy services. The firm operates as a fiduciary and is fee-only, earning no commissions and aligning its compensation with clients' long-term interests. The process begins with an assessment of client goals and financial circumstances, followed by development of an integrated strategy addressing retirement income, portfolio management, tax considerations, legacy planning, and asset protection, with ongoing review and adjustments as circumstances change.

Lee's Summit, Missouri

Lakeshore Wealth Management is a Missouri-registered investment advisor and fiduciary firm based in Lee's Summit that provides investment management and wealth management services with a focus on retirement planning. The firm works with clients to assess their current financial position and develop clear, straightforward retirement plans aligned with their goals. As an independent advisor, the firm operates in a fiduciary capacity to provide objective guidance on financial decisions.

Lee's Summit, Missouri

Next Bloom Wealth is a financial advisory firm in Lee's Summit, Missouri, offering financial planning, investment management, and tax planning services. The firm operates as a fiduciary with CFP® and CPA credentials on staff, including founder Ashley Dickson (CFP®) and Alex Borgardts (CPA, Personal Financial Specialist), and employs a structured planning process that integrates tax strategy with personalized wealth management. Services include customized financial planning, investment management aligned with overall financial goals, and proactive tax planning to address tax liabilities.

Lee's Summit, Missouri

StrongBox Wealth is an independent registered investment advisory firm located in Lee's Summit, Missouri, serving high-net-worth individuals, families, entrepreneurs, and business owners. The firm was established by two partners holding Certified Private Wealth Advisor® and Certified Financial Planner® designations, and offers financial planning and portfolio management with a focus on coordinating with clients' other professional advisors. The firm operates on a fiduciary basis, maintains independence from custodians and product providers, and structures its service around comprehensive financial assessment, tax-conscious planning, and regular client communication.

Lee's Summit, Missouri

NextGen Wealth is a financial planning firm in Lee's Summit, Missouri, founded and led by Clint Haynes, a Certified Financial Planner® with over 20 years in the wealth management industry. The firm offers estate planning, financial planning, and investment management services, with a focus on wealth management and retirement transition planning. NextGen Wealth works with clients to develop personalized financial plans addressing retirement readiness, tax strategy, and investment approach, and serves clients in the Kansas City area as well as virtually nationwide.

Lee's Summit, Missouri

RetyrOne is an investment advisory firm in Lee's Summit, Missouri. Services include Retirement Planning. The office is open five days a week.

Lee's Summit, Missouri

The Donnelly Company is a tax and financial planning firm in Lee's Summit, Missouri, founded and led by Ken Donnelly, an Enrolled Agent with over 25 years of industry experience. The firm serves individuals and small business owners, offering retirement planning, tax preparation and planning, wealth management, estate planning, life insurance strategies, and financial alternatives. Ken Donnelly holds memberships in the National Association of Enrolled Agents, Missouri Association of Tax Practitioners, American Society of Tax Problem Solvers, and Missouri Society of Accountants, and previously served on the National IRS Taxpayer Advocate Panel.

Liberty, Missouri

Retirement Solutions Group, based in Liberty, Missouri, provides retirement planning services with a focus on the transition from working life to retirement. The firm addresses financial challenges through educational events and resources covering investments, income management, taxes, and legacy planning.

Liberty, Missouri

Wealth Enhancement Group is an investment advisory firm in Liberty, Missouri. Services include Financial Planning. The office has a wheelchair-accessible entrance.

Macon, Missouri

MA Financial, located in Macon, Missouri, provides financial planning and investment management services to individuals and businesses. The firm offers individual planning, business planning, asset and risk management, and estate planning, with advisors Seth Bray and Nicole Wilson available for consultations. The firm is affiliated with Osaic Institutions and does not provide legal or tax advice.

Moberly, Missouri

Prairie Heritage Financial & Partners is a wealth management firm based in Moberly, Missouri that provides personalized financial planning and wealth management services. The firm emphasizes a relationship-focused approach grounded in values of faith, family, honesty, and commitment, working with clients to understand their financial goals, develop strategies, and manage assets over time. The team describes itself as approachable and rooted in farming and hunting heritage.

New Madrid, Missouri

Wescoat Wealth Management is an investment advisory firm in New Madrid, Missouri. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

O'Fallon, Missouri

Retire Once Financial Management, based in O'Fallon, Missouri, provides retirement planning and insurance analysis services to individuals and families. The firm is led by President and Owner Vincent Tizono (CFP®, RICP®, EA) and co-owner Zach Buettener, who together built the practice on a foundation of comprehensive financial planning developed through their prior experience at Edward Jones. The firm's process begins with an initial consultation to understand your situation, progresses through detailed financial data gathering, culminates in personalized strategy recommendations with full fee disclosure, and concludes with implementation support including paperwork and account coordination.

Ozark, Missouri

80/20 Financial Services in Ozark, Missouri provides retirement planning, financial planning, investment management, and estate planning services with a focus on electric cooperative employees. The firm follows a three-step process centered on understanding client goals first, then building a customized plan, and finally constructing an investment portfolio to execute that plan. Services include retirement timeline development, income planning strategies, pension and 401(k) coordination, tax-efficient withdrawal planning, and special needs trust planning. The advisors bring direct experience from working at an electric cooperative for 11 years and emphasize understanding NRECA benefits and pension options specific to cooperative employees.

Perryville, Missouri

Thrivent Financial is an investment advisory firm in Perryville, Missouri. Services include Estate Planning and Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Perryville, Missouri

Gerry Keene, FSCP, LUTC, operates Keene Financial LLC in Perryville, Missouri, offering financial planning and investment advisory services to clients across various backgrounds and life stages. With 20 years in the financial services industry and prior healthcare management experience, Keene emphasizes a collaborative, proactive approach that begins with understanding each client's risk tolerance, time horizon, and objectives before developing a customized strategy. His process involves an initial complimentary consultation, joint planning to address the client's situation, and ongoing adjustments as circumstances change. He structures his practice around a team approach, seeking diverse perspectives to serve clients navigating retirement planning, investments, and insurance decisions.

Poplar Bluff, Missouri

Insurance-Based

Northwestern Mutual is an insurance-based firm in Poplar Bluff, Missouri. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Poplar Bluff, Missouri

MSMF Wealth Management is an investment advisory firm in Poplar Bluff, Missouri. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Raymore, Missouri

Pillar Financial Planning is a fee-only fiduciary firm serving business owners and physicians in the Kansas City area through virtual meetings. The firm provides financial planning, investment management, and tax strategy services, with a focus on coordinating tax planning, retirement income strategy, and portfolio management while working alongside independent CPAs and estate planning professionals. Engagement options include hourly planning, flat-fee ongoing arrangements, and investment management, with typical clients meeting quarterly to review progress across taxes, savings, investments, and retirement readiness.

Richmond Heights, Missouri

Gateway Wealth Management, LLC, located in Richmond Heights, Missouri, provides financial planning services with specialization in investment management and wealth management. The firm focuses particularly on individuals approaching or recently entered retirement, addressing questions related to retirement income timing, Social Security strategy, spending plans, tax efficiency, pension decisions, estate planning needs, and investment allocation adjustments. The firm's planning process emphasizes the decade surrounding retirement as a critical period for establishing tax-efficient strategies and documenting estate planning preferences.

Rolla, Missouri

Wealth Enhancement Group is an investment advisory firm in Rolla, Missouri. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Rolla, Missouri

Town & Country Financial Services - Financial Advisor: Zachary Elliott is an investment advisory firm in Rolla, Missouri. Services include Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Salisbury, Missouri

Commercial Trust Financial Services is a registered investment advisor in Salisbury, Missouri, affiliated with the 120-year-old Commercial Trust Company bank based in Fayette. The firm serves mid-Missouri clients across multiple planning domains including retirement income, investment management, estate planning, tax planning, employer-sponsored retirement plans, and cash management, with particular expertise serving business owners, families, nonprofits, and retirees at different life stages. Securities are offered through LPL Financial, a registered broker-dealer.

Sedalia, Missouri

PaulHood is an investment advisory firm in Sedalia, Missouri. Services include Tax Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 12 Google reviews.

Sikeston, Missouri

Insurance-Based

Northwestern Mutual is an insurance-based firm in Sikeston, Missouri. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Springfield, Missouri

Wealth by Design, based in Springfield, Missouri, offers financial planning and investment management services through a personalized, relationship-driven approach. The firm is led by founder Aaron, who holds multiple business degrees and is pursuing a doctorate in finance, and operates on a virtual-first model while also providing in-person meetings. The firm works with clients through a four-step process that clarifies goals, assesses current finances, provides financial education, and implements customized plans with ongoing support.

Springfield, Missouri

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Springfield, Missouri. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Springfield, Missouri

Independent RIA

Fervent Wealth Management is an independent registered investment advisor in Springfield, Missouri, offering financial planning, investment management, estate planning, and wealth management services. As fiduciaries with Accredited Investment Fiduciary (AIF) designations, the firm operates on a fee-based model and partners with LPL Financial for operations and compliance support. The firm emphasizes personalized client relationships and leverages a range of non-proprietary investment products and research resources to support clients' financial objectives.

Springfield, Missouri

Strategic Financial is an independent investment advisory firm based in Springfield, Missouri, serving clients across the U.S. and internationally since 2009. The firm offers financial planning, investment management, and insurance analysis with no asset minimums, using a structured process that includes a free initial consultation, comprehensive multi-session planning, and ongoing annual reviews. As Independent Investment Advisor Representatives, the firm partners with institutional providers including SEI Private Trust Company, Morningstar, and Charles Schwab to deliver personalized guidance across financial planning, wealth management, tax efficiency, and life transitions such as home purchases and business structuring.

Springfield, Missouri

Evans Wealth Planning is an investment advisory firm in Springfield, Missouri. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

St Charles, Missouri

Fee-Only Independent RIA

Fidelis Financial Planning, LLC is an independent ria firm in St Charles, Missouri. It acts as a fiduciary. Services include Financial Planning and Investment Management. Compensation is on a fee-only basis. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 21 Google reviews.

St Joseph, Missouri

Thrivent - Financial Advisor: Cody F. Vaughn, CFP is an investment advisory firm in St Joseph, Missouri. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open daily.

St Joseph, Missouri

Insurance-Based

Thomas Tewell, Financial Advisor - Eagle Strategies is an insurance-based firm in St Joseph, Missouri. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

St. Louis, Missouri

Gabe Jones with Knights of Columbus Asset Advisors offers investment management services grounded in Catholic social teachings, integrating investment strategies aligned with USCCB principles that emphasize human dignity, economic justice, environmental stewardship, and corporate responsibility. KoCAA is an SEC-registered investment adviser headquartered in Connecticut and a wholly owned subsidiary of Knights of Columbus, the international Catholic fraternal organization. The firm provides Catholic-screened investment strategies and strategy planning services to clients seeking faith-aligned portfolio options.

St. Louis, Missouri

Independent RIA

Your RIA is an independent fiduciary firm based in St. Louis, Missouri, offering wealth planning, investment management, and estate planning services. Founded in January 2026 by Matthew Gladbach, a CFP® and MBA with 25 years of experience at major financial institutions, the firm serves clients through in-person meetings and virtual options. The firm operates under fiduciary standards and provides personalized financial guidance across retirement planning, tax reduction strategies, insurance, and legacy preservation.

St. Louis, Missouri

Independent RIA

Financial & Tax Architects is an independent ria firm in St. Louis, Missouri. It acts as a fiduciary. Services include Financial Planning, Investment Management, and Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

St. Louis, Missouri

JAG Capital Management is an investment advisory firm in St. Louis, Missouri. Services include Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

St. Louis, Missouri

Horizon Financial Group, based in St. Louis, provides financial planning services led by CFP® J. Eric Hoemeyer. The firm offers financial planning alongside investment, estate planning, and insurance planning for individuals and small businesses, charging asset-based fees typically deducted quarterly, with occasional commission-based product recommendations disclosed to clients. The firm emphasizes a personalized, client-centered approach and works with external professionals to address complex financial situations.

St. Louis, Missouri

Insurance-Based

Northwestern Mutual is an insurance-based firm in St. Louis, Missouri. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

St. Louis, Missouri

MSMF Wealth Management is an investment advisory firm in St. Louis, Missouri. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

St. Louis, Missouri

Independent RIA

25 Financial is an independent ria firm in St. Louis, Missouri. It acts as a fiduciary. Services include Financial Planning and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 12 Google reviews.

St. Louis, Missouri

Dominion Consulting Group is a St. Louis-based business consulting firm that works with growing small and mid-size businesses, founders, and organizations on financial management, strategic planning, and operational efficiency. Led by Dr. Elton Norman Sr., who brings 15+ years of financial experience and a background in military leadership, the firm offers financial analysis, fractional CFO advisory, and business consulting services. The firm serves clients preparing for growth, seeking better financial visibility, or navigating funding and capital needs. According to Google reviews, the firm has a 5-star rating.

St. Louis, Missouri

RBF Wealth Advisors is an investment advisory firm in St. Louis, Missouri. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

St. Louis, Missouri

Pines Wealth Management is an investment advisory firm in St. Louis, Missouri. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

St. Louis, Missouri

Gateway Financial Group - Thrivent is an investment advisory firm in St. Louis, Missouri. Services include Estate Planning and Financial Planning. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

St. Louis, Missouri

Wealth Enhancement Group is an investment advisory firm in St. Louis, Missouri. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

St. Louis, Missouri

Four Seasons Wealth Management, based in St. Louis, offers financial planning and investment management services with a specialization in advising federal employees on retirement benefits and planning. Led by owner Michael Stalka, who holds the Federal Retirement Consultant designation, the firm guides clients through federal retirement systems including CSRS, FERS, and Thrift Savings Plan strategy, as well as broader wealth management for multiple generations. The firm was founded over 40 years ago and emphasizes a personalized, relationship-focused approach to help clients align financial decisions with their goals and values.

St. Louis, Missouri

Severin Investments is a fiduciary registered investment advisor operating in St. Louis and Clearwater with a focus on investment management and retirement planning for investors with $500,000+ portfolios who are retired or nearing retirement, as well as motivated professionals. The firm manages individual stocks and ETFs using a tactical approach, adjusting asset class exposure in response to market conditions, and integrates retirement and estate planning into its investment strategy. The firm also offers annuity analysis to help clients evaluate the suitability of annuity products, and provides client education and regular portfolio reviews to support informed decision-making.

St. Louis, Missouri

Plancorp Wealth Management is a fee-only wealth management firm in St. Louis with over 40 years of operating history, offering financial planning and investment management services. The firm structures client relationships around a dedicated team model consisting of a wealth manager, financial planner, and client services consultant, and employs a globally diversified investment approach grounded in academic research rather than active trading. Services include holistic financial planning, investment management, estate planning review, and tax strategy, with clients beginning through a private strategy session followed by a custom Financial Independence Analysis. Plancorp charges fees as a percentage of assets under management with no commission-based compensation.

St. Louis, Missouri

UMB Private Wealth Management Center is an investment advisory firm in St. Louis, Missouri. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office is open five days a week.

St. Louis, Missouri

Sachs Wealth Management is a financial planning firm in St. Louis that offers investment management and wealth management services. The firm conducts in-depth financial analysis across areas including retirement income planning, estate planning, tax strategy, risk management, and life transitions, with an initial complimentary consultation to assess fit before engagement. The practice emphasizes building long-term client relationships centered on developing a personalized financial plan aligned with the client's priorities and values.

St. Louis, Missouri

Barwick Consulting Services, Inc., based in St. Louis, Missouri, was established to provide financial guidance across clients' overall financial situations. Founded by Kurt and Justin Barwick, the firm works with clients on retirement planning strategies, including approaches to generate guaranteed income streams. Investment advisory services are offered through Virtue Capital Management, an SEC-registered investment advisor, with which Barwick Consulting Services operates independently.

St. Louis, Missouri

Omar Maldonado - Thrivent is an investment advisory firm in St. Louis, Missouri. Services include Estate Planning, Financial Planning, and Insurance Analysis. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.