Best Financial Advisors in Columbia

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.

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.