Find Top Financial Advisors Near Bolivar, Missouri
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PENSION CONSULTANTS INC
Springfield, Missouri
Pension Consultants Inc, based out of Springfield, MO, is a renowned local investment advisory firm with a solid reputation in the industry. With a team of 18 dedicated professionals, including 5 investment advisors, they provide exceptional services to their diverse client base. The firm boasts an impressive average of approximately $207,800,000 in assets under management per investment advisor, surpassing the industry average, a testament to their expertise and success.
Pension Consultants Inc's compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with their clients' investment objectives. Their commitment to excellence and personalized approach has earned them over 30 individual clients, who entrust them with managing their substantial assets totaling over $4,270,641,000.
Notably, 49% of the assets managed by Pension Consultants Inc are discretionary, demonstrating their clients' confidence in the firm's abilities to make prudent investment decisions. With two offices in Springfield, the firm conveniently serves their clients' needs, providing tailored investment strategies and comprehensive retirement planning services.
The firm takes pride in its long-standing team of advisors, including Christopher Thixton, Cody Mendenhall, and Brian Allen, who contribute their extensive experience and deep industry knowledge to ensure clients' financial goals are met. Pension Consultants Inc stands out as a leading investment advisory firm, combining local expertise with impressive asset management capabilities to help clients navigate the complex world of retirement planning and investment management.
SIGNALPOINT ASSET MANAGEMENT LLC
Springfield, Missouri
Signalpoint Asset Management LLC is a distinguished local investment advisory firm located in Springfield, MO, and it boasts a strong presence with four offices in the area. With a team of seven dedicated professionals, Signalpoint Asset Management LLC exclusively focuses on providing top-notch investment advisory services to its esteemed clientele.
With an average of approximately $63,000,000 in assets under management per investment advisor, Signalpoint Asset Management LLC maintains an industry-average position in terms of assets. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. While their assets under management for 401K and individual accounts represent less than 30%, the firm possesses the capability to efficiently handle employer funds. Remarkably, 98% of the assets they manage are discretionary, demonstrating their expertise and trustworthiness in managing clients' investments.
The firm primarily caters to high-net-worth individuals, managing the majority of their assets. With an extensive client base of over 410 individuals, Signalpoint Asset Management LLC effectively oversees a substantial $441,017,000 in assets under management. The company takes pride in its team of seasoned advisors, with notable figures such as John Handy, Michael Orzel, and Thomas Veale among their longest-tenured professionals. These experienced advisors bring a wealth of knowledge and expertise to their clients, ensuring the delivery of personalized and effective investment strategies.
Signalpoint Asset Management LLC continues to establish itself as a leading investment advisory firm in Springfield, MO, by providing comprehensive financial guidance and investment solutions to its valued clients.
PINNACLE FAMILY ADVISORS, LLC
Springfield, Missouri
PINNACLE FAMILY ADVISORS, LLC: Your Trusted Investment Advisory Partner
Pinnacle Family Advisors, LLC is a distinguished investment advisory firm based in Springfield, MO. With two conveniently located offices, they cater to a diverse range of clients seeking expert financial guidance. With a team of 13 dedicated professionals, including 8 highly skilled investment advisors, Pinnacle Family Advisors, LLC has established a reputation for delivering exceptional services.
With an impressive average of $31,500,000 in assets under management per investment advisor, Pinnacle Family Advisors, LLC possesses extensive experience in managing and growing clients' portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees, ensuring that clients can choose the most suitable arrangement for their unique needs.
Pinnacle Family Advisors, LLC prides itself on its deep knowledge and expertise in employer 401Ks and individual investment portfolios, which collectively account for approximately half of their assets under management. Every decision they make on behalf of their clients is based on a comprehensive understanding of the market and their clients' financial goals. Additionally, all assets they manage are handled on a discretionary basis, providing clients with peace of mind and the confidence that their investments are in capable hands.
With an impressive clientele of over 770 individuals, Pinnacle Family Advisors, LLC currently manages a substantial $252,030,000 in assets. The firm is led by a team of seasoned advisors, including Brian McCracken, Ronald McCurry, and Paul Carroll, who have been with the company for many years, ensuring stability and a wealth of experience for their clients.
When it comes to your financial future, trust Pinnacle Family Advisors, LLC to be your dedicated partner, offering personalized investment strategies and exceptional service to help you achieve your long-term financial goals.
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PINNACLE FAMILY ADVISORS, LLC
Springfield, Missouri
PINNACLE FAMILY ADVISORS, LLC: Your Trusted Investment Advisory Partner
Pinnacle Family Advisors, LLC is a distinguished investment advisory firm based in Springfield, MO. With two conveniently located offices, they cater to a diverse range of clients seeking expert financial guidance. With a team of 13 dedicated professionals, including 8 highly skilled investment advisors, Pinnacle Family Advisors, LLC has established a reputation for delivering exceptional services.
With an impressive average of $31,500,000 in assets under management per investment advisor, Pinnacle Family Advisors, LLC possesses extensive experience in managing and growing clients' portfolios. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, subscription fees, and fixed fees, ensuring that clients can choose the most suitable arrangement for their unique needs.
Pinnacle Family Advisors, LLC prides itself on its deep knowledge and expertise in employer 401Ks and individual investment portfolios, which collectively account for approximately half of their assets under management. Every decision they make on behalf of their clients is based on a comprehensive understanding of the market and their clients' financial goals. Additionally, all assets they manage are handled on a discretionary basis, providing clients with peace of mind and the confidence that their investments are in capable hands.
With an impressive clientele of over 770 individuals, Pinnacle Family Advisors, LLC currently manages a substantial $252,030,000 in assets. The firm is led by a team of seasoned advisors, including Brian McCracken, Ronald McCurry, and Paul Carroll, who have been with the company for many years, ensuring stability and a wealth of experience for their clients.
When it comes to your financial future, trust Pinnacle Family Advisors, LLC to be your dedicated partner, offering personalized investment strategies and exceptional service to help you achieve your long-term financial goals.
FORVIS WEALTH ADVISORS, LLC
Springfield, Missouri
Forvis Wealth Advisors, LLC, a regional investment advisory firm based out of Springfield, MO, is dedicated to providing comprehensive wealth management services. With over 2,360 individual clients and an impressive $7,399,111,000 in assets under management, Forvis stands as a trusted partner in helping clients achieve their financial goals.
With 55 offices strategically located, Forvis ensures convenient access to their services for clients throughout the region. While managing employer funds is a notable aspect of their capabilities, the firm's primary focus remains on serving high net worth individuals. In fact, over 98% of the assets they manage are discretionary, reflecting their expertise in tailoring personalized investment strategies.
Forvis Wealth Advisors employs a diverse team of 120 professionals, with 80 dedicated to providing exceptional investment advisory services. Their compensation structure offers flexibility, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients can choose the approach that aligns with their needs.
Noteworthy for their experienced and committed advisors, Forvis boasts several long-tenured individuals, including Jeffrey Gann, Stephanie Hurt, and Shari Hoffman. Their in-depth knowledge and dedication to client success contribute to the firm's reputation for excellence.
With an average of approximately $92,490,000 in assets under management per investment advisor, Forvis Wealth Advisors falls in line with industry averages, reflecting their ability to handle substantial portfolios while providing personalized attention to each client.
Overall, Forvis Wealth Advisors, LLC stands as a respected investment advisory firm, offering a comprehensive range of services to a diverse clientele, and their continued dedication to helping clients thrive has positioned them as a trusted partner in wealth management.
STERLING INVESTMENT ADVISORS,LLC
Bolivar, Missouri
Sterling Investment Advisors, LLC is a small investment advisory firm based out of Bolivar, MO, boasting one office to cater to its clients' needs. With a total of six employees, three of them specialize in providing exceptional investment advisory services. The firm manages an average of $53,260,000 in assets under management per investment advisor, which aligns with the industry standard. Sterling Investment Advisors, LLC offers a diverse compensation structure, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and fairness for their clients.
Their expertise in managing employer 401Ks and individual accounts shines through, as approximately half of their assets under management come from these sources. The firm exclusively manages discretionary assets, providing clients with the peace of mind that their investments are in the capable hands of seasoned professionals.
Sterling Investment Advisors, LLC prides itself on its extensive client base, serving over 220 individuals who entrust them with more than $159,780,000 in assets under management. The firm's success can be attributed in part to the expertise and dedication of their longest-tenured advisors, including Tara Parson, Troy Bethards, and James Jones.
As a forward-thinking investment advisory firm, Sterling Investment Advisors, LLC strives to provide comprehensive financial solutions tailored to each client's unique goals and aspirations. By leveraging their experience, industry knowledge, and commitment to exceptional service, they help their clients navigate the complexities of the investment landscape with confidence.
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