MO · Springfield

Fiduciary advisors in Springfield, MO

5 advisors with offices in Springfield. Credentials, fee structures, and minimums are disclosed on each listing.

5 listed

5 results in Springfield

Evans Wealth Planning

Springfield, Missouri

Evans Wealth Planning is a financial planning firm in Springfield, Missouri that offers financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning as part of its advisory practice.

View details

Fervent Wealth Management

★5.0(167)

Springfield, Missouri

Independent RIA

Estate Planning Investment Management Wealth Management

Fervent Wealth Management is an independent registered investment advisor in Springfield, Missouri, offering estate planning, investment management, and wealth management services. The firm provides financial planning and investment management to clients and operates in English and Spanish.

View details

Merrill Lynch Wealth Management

★4.0

Springfield, Missouri

Wirehouse

Investment Management Wealth Management

Merrill Lynch Wealth Management in Springfield, Missouri provides financial planning and investment management services. As a wirehouse firm, the office offers wealth management support to clients seeking professional advisory services. The firm operates in English and maintains a 4-star rating.

View details

Strategic Financial

★5.0

Springfield, Missouri

Strategic Financial, based in Springfield, Missouri, provides financial planning, insurance analysis, and investment management services. The firm operates in English and serves clients seeking assistance across these service areas.

View details

Wealth by Design

★5.0(20)

Springfield, Missouri

Wealth by Design is located in Springfield, Missouri and offers financial planning and investment management services. The firm operates primarily in English and has received a 5-star rating from 20 Google reviews.

View details

Financial advisors in Springfield, Missouri

Advisors serving Springfield specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Missouri's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

Back to all Missouri advisors

Evans Wealth Planning

Fervent Wealth Management

Merrill Lynch Wealth Management

Strategic Financial

Wealth by Design

Financial advisors in Springfield, Missouri

Get one email a month. Nothing else.