Financial Advisors in Saint Joseph, Missouri (Buchanan County)

Laura Holthaus, CFP, MS
Family Investment Center offers fee-only (commission-free) investment management services to individuals, families, and businesses.

Donovan Brooks, CFP
Storyline Financial Planning LLC, created and owned by Donovan Brooks, exists solely to serve Gen X & Y individuals and families through tailored, valuable advice. Advice that is so personal and valuable that it changes the trajectory of life by creating more opportunity for meaningful and purposeful living. ... See More

Wakefield Hare, CFP
Greater Than Financial works best for people who want transparent and effective advice related to their most pressing financial questions. Those questions may look like this: Are we on the right track for a successful retirement? Are we currently paying too much for financial advice/products? How do we balance paying off debt and investing? Is my company retirement invested as it should be? How will our financial decisions affect our children? Greater Than Financial offers consultation and retainer compensation models that will most closely align the value you receive with firm's compensation. Check out this Bob Veres's article to learn more on why the AUM fee is not best.... See More

Tyler Landes, AIF, CFP
Tandem Financial Guidance works with young professionals and families to make smart financial choices early and often, and to practice the behaviors necessary to achieve their big dreams.

Kristine McKinley, CFP, CPA
Beacon Financial Advisors, LLC, is an independent, Fee-Only financial planning firm located in Lee's Summit, Missouri.
Kristine focuses on providing Fee-Only financial planning, investment advice, and tax preparation to individuals and families from all income levels.... See More