Greater Than Financial is a fee-only fiduciary financial planning and wealth management firm based at 412 Court Street in Savannah, Missouri. The firm works with families, including high-net-worth households, business and farm owners, and retirees within roughly 100 miles of Savannah. Communities served include St. Joseph, Maryville, Cameron, Platte City, the Kansas City Northland, and nearby areas. Wakefield Hare, CFP®, has 18 years of industry experience. He helps clients coordinate investments, retirement income, tax planning, estate questions, business succession, and major financial decisions. Current fees and controlling disclosures are available at greaterthanfinancial.com/fees.

Emalee Wheeler is a financial advisor at Greater Than Financial with a Series 65 designation and two years of industry experience. Prior to her advisory role, she worked for over a decade in education at North Andrew R-3 School and has also been affiliated with Wichita State University. Outside of advisory work, Wheeler is involved in a family farm bookkeeping business. Greater Than Financial serves individual and high-net-worth clients, as well as trusts and charitable organizations, providing investment management, integrated financial planning, and retirement-plan consulting. The firm employs a primarily passive investment approach using low-cost mutual funds and ETFs, guided by clients’ goals and risk tolerance.

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