Fiduciary advisors in Springfield, MO

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.

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

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

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

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.