Financial advisors in Missouri


From the Gateway Arch to the Ozark Mountains, Missourians know that financial success starts with a strong foundation. Whether you're building wealth in St. Louis or Kansas City, planning for retirement at the Lake of the Ozarks, or navigating Missouri's unique tax advantages, our trusted financial advisors can help secure your future in the Show-Me State.

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Bringing clarity to your financial picture.


When you think of the “big picture” of your financial future, is it clear or still a little fuzzy? We can help you get a better view of each piece of your financial life. Once you’re clear on where you are and where you want your money to take you, we can build a plan to help get you there.
 

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  • Ashley Decker

    Director, Financial Planning

    Kansas City, Lee's Summit, Overland Park

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    Ashley Decker
  • Chris Athey

    Director, Financial Planning

    Kansas City, Overland Park

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    Chris Athey
  • Chris Ziola

    Director, Financial Planning

    Kansas City, Lee's Summit, Omaha, Overland Park, West Des Moines

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    Chris Ziola
  • Darrin Wolff

    Director, Financial Planning

    Kansas City, Lee's Summit, Overland Park

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    Darrin Wolff
  • Dylan Wilkinson

    Director, Financial Planning

    Kansas City, Lee's Summit, Overland Park

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    Dylan Wilkinson
  • Eric Halter

    Director, Financial Planning

    Chesterfield, Fairview Heights

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    Eric Halter
  • Jeffrey Klever

    Director, Financial Planning

    Chesterfield, Fairview Heights, St. Louis

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    Jeffrey Klever
  • Jeffrey Cram

    Director, Financial Planning

    Lee's Summit, Overland Park

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    Jeffrey Cram
  • John Killoy

    Director, Financial Planning

    Kansas City, Lee's Summit, Overland Park

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    John Killoy
  • Kathy Harder

    Director, Financial Planning

    Chesterfield

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    Kathy Harder
  • Kelli Smith

    Director, Financial Planning

    Greensboro, Kansas City, Lee's Summit, Overland Park, Raleigh

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    Kelli Smith
  • Kelly Van Deusen

    Director, Financial Planning

    Lee's Summit, Overland Park

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    Kelly Van Deusen
  • Kurt Balderston

    Director, Financial Planning

    Chesterfield, Fairview Heights

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    Kurt Balderston
  • Mike Streeto

    Director, Financial Planning

    Fairview Heights, St. Louis

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    Mike Streeto

Insights that matter in Missouri


Our subject matter experts and editorial team bring you content you can use – including timely insights into the market and a practical approach to learning more about topics that touch every corner of your finances.

Understanding Capital Gains Tax in Missouri

Implications, exemptions and tax mitigation strategies.

 

Local support and national experts


We’re here to help you with a local financial advisor – backed by a team of experts in investment management and advanced planning – who can guide you on every step of your financial journey. Your financial future starts here.