TrueNorth

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.

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

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.

A Safe Haven for Joplin’s Children

Increased Support Needed for Children’s Haven as Homelessness Rises The Heart of Children’s Haven In the heart of Joplin, Missouri, Children’s Haven stands as a beacon of hope for families in crisis. Since its founding, the organization’s mission has been simple yet profound: to provide a safe, nurturing environment for children when their families face…

Thank You, Mothers. TrueNorth Wouldn’t Be Who We Are Without You.

In honor of Mother’s Day, we wanted to honor one of the women who inspired everything we do. You may not know this, but Bryan Vowels, Founding Partner and CEO of TrueNorth, knows a local legend. His mother, JoAnn Vowels was the second female financial advisor in the Joplin area. She would go on to…

Using Your 2024 Tax Return to Strengthen Your Financial Strategy

Every financial decision should serve a greater purpose, whether that’s helping you retire on your terms, supporting future generations, or living more generously today. By reviewing your 2024 tax return together, we can gain insights that help you refine your overall financial strategy. In fact, your tax return is one of the most important documents…

What Public Sector Employees and Retirees Need to Know About the Social Security Fairness Act

Those who have dedicated their lives to service, whether as educators, protectors, or first responders, have received long-awaited news this year. Their invaluable contributions to society may be reflected in their retirement benefits. On January 5, 2025, the Social Security Fairness Act was signed into law. For millions of Americans, particularly public sector retirees, this…

The “Super Catch-Up”

Retirement Contributions for Individuals Aged 60-63 For those between the ages of 60 and 63, you are now eligible for the new “Super Catch-Up” contribution. This is an important update that takes effect in 2025 and will continue until further notice. Meaning, this isn’t the only year to take advantage of this retirement savings opportunity….

helping you find yours

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?

Our Process

Your guide to your next step.

The latest from TrueNorth

A Safe Haven for Joplin’s Children

Thank You, Mothers. TrueNorth Wouldn’t Be Who We Are Without You.

Using Your 2024 Tax Return to Strengthen Your Financial Strategy

What Public Sector Employees and Retirees Need to Know About the Social Security Fairness Act

The “Super Catch-Up”

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.

helping you find yours

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?

Our Process

Your guide to your next step.

The latest from TrueNorth

A Safe Haven for Joplin’s Children

Thank You, Mothers. TrueNorth Wouldn’t Be Who We Are Without You.

Using Your 2024 Tax Return to Strengthen Your Financial Strategy

What Public Sector Employees and Retirees Need to Know About the Social Security Fairness Act

The “Super Catch-Up”

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.

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.