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Best Financial Advisors in Columbia

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2505 Chelan Cir, Columbia, MO 65203
Columbia, MO 65203
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  • Certified Financial Planner (CFP)

Truman Wealth Advisors offers clients several investment solutions in Columbia. Mindy McCubbin, the firm's founder and owner, guides individuals in making financial decisions. She provides assistance with financial planning and investment management matters. She helps clients design investment plans that cater to their current investments, goals, and level of risk comfort. McCubbin brings more than 20 years of industry experience, specifically as an institutional public market and private market investor.

2505 Chelan Cir, Columbia, MO 65203
Columbia, MO 65203

InstagramWebsite(573) 227-2077

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

200 E Southampton Dr. Suite 101, Columbia, MO 65203
Columbia, MO 65203
  • Financial Planning

WR Wealth Planners offers solutions to clients in Columbia to help them achieve financial success. Its advisors facilitate family meetings to tackle clients' goals and advise them about wealth planning that covers investment, tax, estate, and risk mitigation strategies. In addition, they guide individuals about diversifying their investments by considering alternative investments and real estate. Founder Carroll Wilkerson is a CFP who has been in the industry since 1985. He serves on the Missouri Conservation Heritage Foundation Board.

200 E Southampton Dr. Suite 101, Columbia, MO 65203
Columbia, MO 65203

Website(573) 875-3939

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.2 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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