We believe wealth management should take everything into account - your legacy, your family, your values. Whether you’re thinking about retirement, looking ahead or just need a guide, we’re here. Welcome to a different kind of wealth management.
Schedule a meeting with Bryan or Troy today.
Or call us at 417-434-9400 to schedule a meeting.
Our complimentary Meet Your Guide meeting is an opportunity to determine whether we’re the right guide for you and to answer your questions.
We’ve brought together some of the collective wisdom that has helped so many of our clients. We invite you to explore it here.
Submit your email to access guides on common financial planning questions for families and business owners.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks
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