Find a Financial Planner in Boone County, MO

 

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We did the hard work of finding trustworthy partners in Boone County, MO.

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We Only Work With The Best Boone County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Boone County, MO


  • Financial Advisor Close to Boone County, MO

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Boone County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Boone County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Boone County is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
14.9% of Boone County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Boone County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Boone County area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Boone County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Boone County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Missouri has unique laws defining which actions trigger a taxable event and has the 12th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Boone County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Boone County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Boone County, MO


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Boone County, MO

We evaluated over 13,000 RIA firms to bring you the best of the best Boone County financial advisors.
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How Retirement-Friendly is Boone County, MO?

  • Population: 177,651
  • % of Population 62 Years and Over: 14.9%
  • Average Home Value: $188,100
  • Average Monthly Housing Cost: $941
  • Average Household Income: $75,435
  • Missouri Total Tax Burden: 7.75% (12th Lowest in U.S.)
  • Missouri Property Tax: 2.25% (12th Lowest in U.S.)
  • Missouri Individual Income Tax: 2.37% (25th Highest in U.S.)
  • Missouri Sales and Excise Tax: 3.13% (20th Lowest in U.S.)


The Top Financial Advisor Firms in Boone County, MO


WR WEALTH PLANNERS LLC

Website

(573) 875-3939

200 E. Southampton Drive
Suite 101
Columbia, MO 65203

SEC#: 801-118523
Years in Business: 1 years

CONVERGENCE FINANCIAL

Website

(573) 818-2264

200 East Southampton Drive
Suite 102
Columbia, MO 65203

SEC#: 801-116738
Years in Business: 1 years

SUNDVOLD FINANCIAL

Website

(573) 443-1000

1000 W. Nifong
Building 4, Suite 104
Columbia, MO 65203

SEC#: 801-57007
Years in Business: 21 years

ALEXANDER LABRUNERIE & CO., INC.

Website

(573) 449-5313

601 Nifong Blvd.
Suite 3B
Columbia, MO 65203

SEC#: 801-108708
Years in Business: 4 years

JJP CAPITAL MANAGEMENT, INC.

Website

(573) 442-2763

112 South College Avenue

Columbia, MO 65201

SEC#: 801-20567
Years in Business: 37 years

PERMANENT EQUITY MANAGEMENT

Website

(573) 445-0678

315 N 10th St.

Columbia, MO 65201

SEC#: 801-119179
Years in Business: 0 years