Top financial advisors in Farmington, MO
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're considering early retirement or aiming for financial independence in Farmington, MO, you need advisors who understand how to stretch your savings in a lower cost-of-living area. A common mistake is focusing only on investment returns without planning for how your spending and taxes will change over time.
- Local cost-of-living insight. Confirm how they factor Farmington's expenses into your retirement budget, not just national averages.
- Withdrawal sequencing. Ask how they plan the order of taking money from accounts to minimize taxes and penalties.
- Long-term tax planning. Ensure they consider how your tax situation might evolve, especially with state and federal changes.
- Income flexibility. Discuss how they help adjust your income sources if your spending needs shift unexpectedly.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Collin B
Series 65
Farmington, MO
Black Financial Planning, LLC
Collin Black offers tailored retirement planning and cash flow budgeting expertise in Farmington, MO, with a focus on general tax planning and life insurance needs analysis. His independent firm provides comprehensive financial planning without direct asset management, charging $100 per hour, which may appeal to clients seeking personalized advice and coordination with third-party asset managers.
Experience: 5 years
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Kent M
Series 63, Series 66
Farmington, MO
LPL Financial
Kent Marler's 26 years of experience and Series 63 and 66 credentials equip him to address retirement planning needs in Farmington, MO, with an understanding of local cost-of-living factors. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, he also brings insights from his roles on local public boards, distinguishing him from other advisors.
Experience: 27 years
Avg account: $399,489
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Susan E
CFP®, ChFC®, Series 63
Farmington, MO
Lanark Financial, Inc.
Susan Evans brings 38 years of experience in retirement income strategy and wealth management, making her well-equipped to address early retirement needs in Farmington, MO. As a CFP®-certified, independent advisor offering flat-fee financial planning through NBC Securities, Inc., she serves a diverse clientele including high-net-worth individuals and institutions, providing a broad perspective compared to advisors focused solely on individual clients.
Experience: 39 years
Avg account: $449,819
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Paul M
CFP®, Series 66
Farmington, MO
Edward Jones
Paul Meinsen's nine years of experience and CFP® certification equip him to address retirement income strategies tailored to Farmington's cost of living, emphasizing tax-efficient withdrawal sequencing. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers comprehensive wealth management and philanthropic planning, distinguishing him with access to extensive resources and a broad client service network.
Experience: 10 years
Avg account: $246,728
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Lisa R
CFP®, Series 66
Farmington, MO
Ameriprise
Lisa Reynolds specializes in retirement income strategy and withdrawal planning, making her well-suited for clients in Farmington, MO aiming for early retirement or financial independence. With 23 years of experience and CFP® certification at the large firm Ameriprise, she offers tax-efficient, research-driven retirement income planning with a competitive 0.15% AUM fee, distinguishing her from other local advisors.
Experience: 23 years
Avg account: $471,167
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