Fiduciary advisors in Columbia, MO

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.

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

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

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

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

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

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

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.