Greater Than Financial is a fee-only, fiduciary financial planning firm built to serve families in Savannah & St. Joseph, Missouri at every stage of life. We stand as a beacon of trust for pre-retirees who are wary of traditional financial advisors. With over 16 years of experience, our founder Wakefield has crafted a firm that prioritizes your financial well-being without the influence of commissions or conflicts of interest. Our approach is simple yet profound: we believe that finance is not just about growing wealth, but about enriching life. We're here to help you navigate the complexities of financial planning with the wisdom and care that only a dedicated fiduciary can provide. Whether you're planning for college expenses, career transitions, or the nuances of retirement, Greater Than Financial is your partner in creating a strategy that reflects your aspirations. Understanding the unique values of folks in St. Joseph and Savannah, we're committed to helping you discover the 'greater than' life you deserve. Our firm is your resource for transparent, tailored advice that aligns with your unique journey. If you're looking for a financial advisor who truly understands the needs of families and pre-retirees in St. Joseph or Savannah, Missouri, look no further than Greater Than Financial. Let's embark on this journey together, crafting a future that's not just secure, but truly greater.

Patrick Kirwan is the sole advisor at Kirwan Capital in St. Joseph, Missouri, holding Series 63, 65, and 66 licenses with 22 years of industry experience. He serves as director of K Plus Angus Ranch, Inc. and K & K Farming, Inc., family-owned farming and land management companies. Kirwan Capital provides discretionary portfolio management and financial planning services to individuals, high net worth clients, charitable institutions, corporations, and other businesses. The firm employs an intrinsic value investment philosophy for individual stock accounts and a low-cost asset allocation approach for ETF accounts, with a long-term holding orientation and individualized tax considerations.

Max Nelson is the sole advisor at BN Investment, LLC, an independent firm based in Amazonia, Missouri. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Nelson has led BN Investment since 2012. BN Investment, LLC provides discretionary portfolio management to individuals, trusts, and small businesses, focusing on U.S.-listed equities, ETFs, and related derivatives. The firm employs a combination of fundamental and technical analysis, routinely uses options and derivatives for income generation and risk management, and applies margin and intraday trading techniques within managed accounts.

Michael Jones is a financial advisor at Jones & Co. Wealth Advisory in St. Joseph, MO, holding a Series 65 designation with two years of industry experience. Prior to his advisory role, he worked for the Social Security Administration and held positions at Express Flight, Inc. and Transwest DBA Yellow Frog Graphics. He continues to work as a contact representative at the Social Security Administration. Jones & Co. Wealth Advisory is an independent, single-advisor firm providing discretionary portfolio management and advisory services to individuals, families, and a diverse range of institutional clients. The firm follows a goal-oriented, generally conservative investment approach focused on value investing with complementary allocations to fixed income, high-dividend, defensive, and growth strategies.

Hi I’m Donovan! I'm a financial planner that serves Millennials that tend to be at least one of the following: • high earners • tech professionals • equity compensated • inherited/sudden wealth / high-net worth Because of the unique challenges the above groups face I've created my financial planning process to focus on, but not limited to: • cash flow planning • equity/stock compensation • investments and investment management • tax planning I'd love to talk with you if you're fit the above and are looking to prosper with purpose. Visit the link below to learn more about my complimentary analysis: https://www.prospurposewealth.com/free-financial-analysis

Sidney Davis is a financial advisor at Family Investment Center in Saint Joseph, MO, holding a Series 65 designation with four years of industry experience. Prior to joining Family Investment Center, Davis worked at Goetz Credit Union and Kohl’s Department Store. Family Investment Center serves a diverse client base including individuals, families, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning with a focus on tax preparation, insurance review, and retirement and estate planning. The firm employs a fundamental, long-term investment approach and manages approximately $596 million across more than 800 clients through a multi-advisor team.

Paul Albright is a financial advisor at Family Investment Center in Lenexa, KS, holding a Series 65 designation. He joined the firm in 2025 after a ten-year tenure at Oracle. Family Investment Center serves a diverse client base including individuals, families, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning with an emphasis on tax, insurance, retirement, and estate planning. The firm employs a fundamental, long-term investment approach and manages approximately $596 million across 842 client relationships through a multi-advisor team.

Christine Danford is a financial advisor at Family Investment Center in Saint Joseph, Missouri, holding a Series 65 designation with eight years of industry experience. She is part of a 12-advisor team at the firm. Family Investment Center is a multi-advisor registered investment advisory firm serving individuals and families—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with an investment approach that emphasizes fundamental security analysis and a generally long-term orientation, while incorporating discretionary portfolio management aligned with client objectives.

Thaddus "Dan" Danford is a CFP® professional with 27 years of industry experience, currently serving at Family Investment Center since 1998. He holds positions on the boards of National Advisors Trust Company, National Advisors Holdings, Inc., and National Advisors Trust of South Dakota, Inc. Family Investment Center provides portfolio management and comprehensive financial planning to individuals, families, charitable organizations, and businesses. The firm emphasizes fundamental security analysis and long-term investment strategies, managing approximately $596 million across over 800 client relationships through a multi-advisor team.

Ward Brooks is a financial advisor with API Financial Advisors, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at several firms, including Edward Jones and Symmetry Financial Group, where he was involved in insurance sales. Brooks is also connected to Brooks Insurance Agency, reflecting involvement in insurance-related business activities. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm utilizes model portfolios managed by affiliated sub-advisers and third-party managers, offering tailored investment strategies supported by fundamental and technical analysis.

Winston Meyer is a CFP® and Series 65 designated advisor with five years of industry experience. He is currently with Family Investment Center, where he has worked for four years. Prior to that, he held roles at several firms including Invisor Financial LLC, Carlson Financial, and Cornerstone Financial. Family Investment Center is a multi-advisor registered investment advisory firm serving individuals and families, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning and investment management with a focus on fundamental security analysis and a generally long-term investment approach, supplemented by scheduled client meetings and integrated tax services.

Christopher Stiens is a financial advisor at Family Investment Center with 13 years of industry experience. He holds a Series 66 designation and has been with Family Investment Center since 2012. In addition to his work in financial advising, he owns and operates Advanced Aquatics, an environmental consulting business where he serves as a soil scientist consultant. Family Investment Center serves individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning for both non-high-net-worth and high-net-worth clients. The firm emphasizes fundamental security analysis and a long-term investment approach, managing approximately $596 million across about 842 client relationships through a multi-advisor team.

Daniel Ahl is a financial advisor at Family Investment Center in Saint Joseph, MO, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Northwestern Mutual and Tower Trust & Investment Company. Family Investment Center is a multi-advisor registered investment advisory firm serving individuals, families, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes fundamental security analysis with a primarily long-term investment approach and offers comprehensive financial planning that may include tax, insurance, retirement, and estate plan reviews.

Ryan Hook is a financial advisor at IHT Wealth Management LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Commerce Brokerage Services Inc. Outside of his advisory role, Hook is involved in seasonal fireworks sales through Kovac's Fireworks. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools across diversified portfolios and offers a range of advisory and fiduciary services through a network of over 150 advisors.

Christian Bryant is a financial advisor at Integrated Wealth Concepts LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc and Fidelity Brokerage Services LLC. Bryant is based in St. Joseph, MO. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs both internal management and third-party sub-advisers.

Cristina Wiebelt Smith is a Series 65 licensed financial advisor with CWM, LLC, based in Saint Joseph, Missouri. She has five years of industry experience, including eight years at CliftonLarsonAllen LLP and multiple roles at Gertsema Wealth Advisors. Outside of her advisory work, she serves as a board member for St. Joseph Catholic Academy. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Nicholas Gertsema is a financial advisor with CWM, LLC based in St. Joseph, MO, holding a Series 66 designation and 13 years of industry experience. He has worked at Gertsema Wealth Advisors and CWM, LLC since 2018 and previously at Cetera Advisor Networks LLC and Stifel Nicolaus. Gertsema serves as Advocacy Chair for the Financial Planning Association of Greater Kansas City, focusing on title protection for financial planners. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Scott Keegan is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Gertsema Wealth Advisors and the Missouri Department of Revenue. Before entering the financial industry, he was employed by Chick-fil-a for seven years. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, combining fundamental and technical analysis with third-party sub-advisors and customized investment solutions.

Hunter Rich is a Series 65–licensed financial advisor with two years of industry experience. He is currently with Integrated Wealth Concepts LLC and has prior experience at Nodaway Valley Bank, Bank of Weston, and USA Mortgage. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term investment approach alongside model and wrap-fee programs.

Kelly Petersen is a financial advisor at Integrated Wealth Concepts LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Stifel for six years. Outside of finance, Petersen is involved in family and wedding photography through his part-time ownership of Black Walnut Photography and assists as a part-owner with Tubes Bike Shop, a bicycle repair and supply business. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.