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 Series 65-licensed advisor with five years of industry experience, currently working at Family Investment Center since 2019. Prior to this, Davis held positions at Goetz Credit Union and Kohl’s Department Store. Family Investment Center is a registered investment adviser with a team of about 12 advisors managing approximately $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm follows a fundamentally driven, long-term investment strategy emphasizing diversification and tax-aware considerations, while incorporating client education through newsletters and seminars.

Paul Albright is a Series 65 credentialed advisor with Family Investment Center in Saint Joseph, Missouri. He joined the firm in 2025 following a ten-year career at Oracle. Family Investment Center is a registered investment adviser with a team of approximately twelve advisors managing about $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach with diversification and tax-aware considerations, and integrates client education through newsletters and seminars into its service model.

Christine Danford is a financial advisor at Family Investment Center in Saint Joseph, MO, with eight years of industry experience. She holds a Series 65 designation and practices as part of a team of 12 advisors. Family Investment Center serves individuals and families, including high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach that emphasizes diversification and tax-aware strategies, combined with comprehensive financial planning and client education through periodicals and seminars.

Thaddus "Dan" Danford is a CFP® and Series 65-registered financial advisor at Family Investment Center, where he has worked since 1998, totaling 28 years of industry experience. He serves on the boards of several related entities, including National Advisors Trust Company and National Advisors Holdings, Inc. These roles involve governance and fiduciary responsibilities at nationally and state-chartered trust companies serving RIA firms and their clients. Family Investment Center is a team-based registered investment adviser managing approximately $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach combined with comprehensive financial planning services and emphasizes client communication and education through newsletters and seminars.

Ward Brooks is a financial advisor at API Financial Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Edward Jones and Symmetry Financial Group. Brooks is also involved with Brooks Insurance Agency, where he has been active since 2019. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses individualized portfolios based on model strategies maintained by an affiliated sub-adviser and employs a combination of technical and fundamental investment analysis.

Winston Meyer is a CFP® professional with five years of industry experience, currently serving at Family Investment Center. His prior roles include positions at Invisor Financial LLC, Carlson Financial, and Cornerstone Financial. Family Investment Center is a registered investment adviser with a team of about a dozen advisors managing roughly $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach with a focus on diversification and tax awareness, and emphasizes client education through newsletters and seminars.

Christopher Stiens is a financial advisor at Family Investment Center with 14 years of industry experience and holds a Series 66 designation. He has been with Family Investment Center since 2012. Outside of his advisory role, Stiens is the owner of Advanced Aquatics, an environmental consulting business where he works as a soil scientist consultant. Family Investment Center is a registered investment adviser with a team of approximately 12 advisors managing about $689 million for nearly 873 clients. The firm serves individuals, families, pension plans, charitable organizations, and businesses, offering portfolio management and comprehensive financial planning through a fundamentally driven, long-term investment approach and client education initiatives.

Daniel Ahl is a financial advisor at Family Investment Center with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Tower Trust & Investment Company and Northwestern Mutual. Family Investment Center is a registered investment adviser with a team of about a dozen advisors, managing approximately $689 million for individuals, families, pension plans, charitable organizations, and businesses. The firm employs a fundamentally driven, long-term investment approach with an emphasis on client communication and education through newsletters and seminars.

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.

Easton Grisamore is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 65 designation. He has less than one year of industry experience, previously working at Nold Bryant Planning and Investments and Labrunerie Financial. Prior to entering the financial industry, he spent several years in educational roles, including at Cedarville University and middle and high schools. Integrated Wealth Concepts LLC serves a broad client base including 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, utilizing customized portfolios with a primarily long-term investment approach.

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.