Find a Financial Advisor in Columbia, MO

 

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

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We Only Work With The Best Columbia 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Columbia, MO


  • Financial Advisor Close to Columbia, 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

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

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

  • Population: 121,230
  • % of Population 62 Years and Over: 12.9%
  • Average Home Value: $193,300
  • Average Monthly Housing Cost: $950
  • Average Household Income: $74,727
  • 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 Columbia, 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: 2 years

SUNDVOLD FINANCIAL

Website

(573) 443-1000

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

SEC#: 801-57007
Years in Business: 22 years

ALEXANDER LABRUNERIE & CO., INC.

Website

(573) 449-5313

601 Nifong Blvd.
Suite 3B
Columbia, MO 65203

SEC#: 801-108708
Years in Business: 5 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: 1 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(573) 443-5007

801 Gray Oak Drive

Columbia, MO 65201

SEC#: 801-74519
Years in Business: 9 years

WR WEALTH PLANNERS LLC

Website

(573) 443-3007

803 Gray Oak Drive

Columbia, MO 65203

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

CONCORDE ASSET MANAGEMENT, LLC

Website

(573) 443-5007

801 Gray Oak Drive

Columbia, MO 65201

SEC#: 801-74519
Years in Business: 9 years

 


Columbia, MO Financial Advisor FAQs

Financial advisors recommend courses of action based upon the financial goals of their clients, taking into account current market conditions and their expertise in various fields of knowledge.
Ask the financial advisor's education and professional qualifications. What type of service does the financial advisor offer, such as tax planning or estate planning? How much do services cost?
Yes. Financial advisors have insurance licenses which gives you peace of mind when taking risks with investing money.
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