The things that bring us joy are not quantified by numbers and spreadsheets. TrueNorth creates financial and investment plans that reflect your hopes, values, and goals to live a more purposeful life.

Do you know where you want to go?

Do you know how to get there?

We understand that everyone is on a different journey. Maybe you already know your destination. Or maybe you don’t even know your next step.

That’s why we’re here to listen, to discover and plan with you.

We look at the multiple facets of your life including your pressing concerns, current financial standing, big goals and vision for the future. From there, we pinpoint your TrueNorth and set forth toward it.

Our Process

Let’s meet to determine if we’re the right guide for your journey.

This is our time to dig deep and ask the big questions.

We’ll have a custom plan to guide you toward your TrueNorth.

Find Your Purpose

Your guide to your next step.

We’re here for the ones looking to create meaningful, fulfilling lives for themselves and their loved ones. Whether you're looking for services for your family or an organization, our aim is to help identify ways to leverage wealth management for your goals.

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What legacy do you want to leave? How much should you save? What’s the most tax effective way to save for education? This is just the beginning of a long list of questions we’ll help you answer. Our services help to provide clarity and guidance on your path to financial freedom.

Explore Services

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Every business is different and requires a custom approach. As your financial advisors, we can help you reach your goals with services from cash & investment management to succession planning.

Let's find your company's TrueNorth and a strategic plan for reaching it.

Explore Services

The latest from TrueNorth

Your go-to for news, insights and happenings.
How to Support Families After Missouri’s SNAP Benefit Delay

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How to Support Families After Missouri’s SNAP Benefit Delay

What Is Happening The Missouri Department of Social Services (MDSS) announced that November 2025 SNAP (Supplemental Nutrition Assistance Program) benefits, formerly known as food stamps, were initially halted due to the federal government shutdown. As of November 8, MDSS began issuing partial benefits for the month. For households already balancing tight budgets, missing all or…

The New Roth Catch-Up Rule: What You Need to Know

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The New Roth Catch-Up Rule: What You Need to Know

Are you a high-wage earner over 50 and planning ahead for retirement, or do you help manage retirement plans for employees who are? There’s an important change on the horizon that could affect how you save for retirement. The SECURE 2.0 Act of 2022 Beginning January 1, 2026, a new provision under the SECURE 2.0…

End of Year Reminders

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End of Year Reminders

As we approach the end of the year, this is the time to make sure you’re checking your list twice. Here are two key updates and actions we recommend you pay attention to.

Champions for Children Receive a 70% Missouri Tax Credit

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Champions for Children Receive a 70% Missouri Tax Credit

Missouri just made it easier and more impactful to support children in your community. Thanks to recent changes to the Missouri Champion for Children Tax Credit, your verified contribution to a qualified organization like Children’s Haven can now earn you a 70% state tax credit—a meaningful incentive for doing good close to home. Who Qualifies?…

ASPIRE: Helping Single Parents Return to School and Build a Stronger Future

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ASPIRE: Helping Single Parents Return to School and Build a Stronger Future

Balancing work, parenting, and college is no small feat, especially for single parents facing financial and emotional hurdles. That’s why Bryan Vowels, founding partner of TrueNorth, and his wife, Leticia, helped create the ASPIRE Scholarship Program. ASPIRE is dedicated to helping single parents overcome everyday obstacles so they can succeed in college, technical school, and…

Client Appreciation Night: Springtime in Bloom

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Client Appreciation Night: Springtime in Bloom

This spring, we celebrated more than just warmer weather and longer days—we celebrated you. With the sounds of Shoal Creek nearby, we hosted a special evening on our 12-acre property to honor the people at the heart of everything we do: our clients. With nature in full bloom, we gathered for nature walks, BBQ, live…

It's never too late.
To travel the world.
To find your purpose.

To build a lasting legacy.
As your financial advisors,
we want to help you live a life you look forward to.

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Disclosures

Copyright © 2025 TrueNorth Wealth & Impact, LLC | All Rights Reserved

Office Address:

4037 Gateway Drive

Joplin, MO 64804

Phone: 417-434-9400

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