Best Financial Advisors in Saint Joseph

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Saint Joseph Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 26 19 9

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Greater Than Financial LLC

  • Certified Financial Planner (CFP)

Greater Than Financial LLC caters to clients in the Saint Joseph area. The firm's wealth management service helps individuals and families plan for their current and future expenses. Its team helps clients create financial plans that cover budgets and cash flows and prepare for retirement with a stable and sustainable income. It also advises clients on managing taxes and choosing insurance plans. Company founder Wakefield Hare is a Certified Financial Planner with more than a decade of industry experience.

7280 NW 87th Terrace, Suite 210
Kansas City, MO 64153

Website Instagram