Top financial advisors in Fort Leonard Wood, 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 retiring early or aiming for financial independence in Fort Leonard Wood, 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 Fort Leonard Wood's expenses into your retirement budget, not just national averages.
- Withdrawal sequencing. Ask how they plan the order of tapping accounts to minimize taxes and extend your portfolio.
- Tax planning nuances. Look for advisors who consider Missouri state taxes and how they interact with your retirement income sources.
- Long-term cash flow modeling. Ensure they project your spending and income over decades, not just the next few years.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mary M
Series 65, Series 63
Saint Robert, MO
First Command Advisory Services
Mary Morrison offers retirement income strategies and tax-loss harvesting expertise, which are crucial for managing withdrawals and taxes in Fort Leonard Wood's cost environment. Affiliated with First Command Advisory Services, a large firm focused on active-duty military clients, she brings a disciplined approach supported by model portfolios and a 1.30% AUM fee, distinguishing her from advisors with different client focuses or fee structures.
Experience: 0 years
Avg account: $214,697
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Andrew O
ChFC®, Series 66
Waynesville, MO
Edward Jones
Andrew Offutt brings 18 years of experience and holds ChFC® and Series 66 designations, offering wealth management and tax-loss harvesting expertise suited for retirement planning in the Fort Leonard Wood area. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to comprehensive advisory programs with a fee structure up to 1.35% annually, differentiating him from smaller local advisors.
Experience: 18 years
Avg account: $246,728
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William L
CFP®, Series 66
Saint Robert, MO
LPL Financial
William Lockwood brings 19 years of financial services experience and CFP® certification, offering flat-fee financial planning through LPL Financial, a large SEC-registered firm. His background includes roles at multiple firms, providing access to diverse advisory programs and retirement consulting, which may help address Fort Leonard Wood's cost-of-living and tax planning nuances more comprehensively than some local alternatives.
Experience: 19 years
Avg account: $399,489
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Melveen S
Series 65, Series 63
St Robert, MO
Primerica Advisors
Melveen Stevenson offers expertise in income planning and tax-loss harvesting, which are crucial for managing retirement withdrawals and tax implications in Fort Leonard Wood's cost environment. Affiliated with Primerica Advisors, a large firm using model-driven strategies and a wrap-fee program, Stevenson brings four years of experience and a fee structure combining advisory and program fees, distinguishing her approach from smaller or fee-only advisors nearby.
Experience: 4 years
Avg account: $228,117
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Jason B
Series 66
Waynesville, MO
PNC Wealth Management
Jason Bergheger brings a blend of military experience and financial expertise to clients near Fort Leonard Wood, MO, focusing on wealth management with active and passive portfolio strategies. Affiliated with PNC Wealth Management, a large firm offering model-based advisory programs, he charges an annual 0.85% AUM fee and serves executive clients, distinguishing him through algorithm-driven investment approaches and a solid regional presence in Waynesville.
Experience: 3 years
Avg account: $182,752
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