

The America Group
Financial planning and insurance built around your goals
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Businesses Types of businessTowns
Financial advisors help people make sense of money decisions that shape years ahead. Many of the businesses listed here offer retirement planning, financial and tax planning, estate planning, education planning, investment management, and help with tax preparation or tax resolution. Towns on this page include St. Joseph, Lees Summit, Savannah, and St. Louis, all in Missouri, and you can filter by town to find someone close to home. When choosing one, ask how they are paid, such as a flat fee, an hourly rate, or a percentage of assets, and request a clear explanation before you commit. It also helps to ask whether the advisor works with people in your situation, whether that is a growing family, a small business, or someone nearing retirement.


Financial planning and insurance built around your goals


Fee-only financial planning for families and business owners


Fee-only financial planning and investment management for families


Wealth planning for individuals, families, retirees and business owners


Tax help, IRS resolution and financial planning from a CFP

Micro, small, and mid-cap domestic equity investment management

Fee-only financial planning and investment management as a fiduciary

Faith-aligned investment management and charitable stewardship

Title loans and installment loans for emergency expenses