Top financial advisors in Lebanon, 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.
You might be considering your financial future in Lebanon, MO, especially if you're planning for early retirement or aiming for financial independence. A common mistake is underestimating how local cost of living impacts your retirement savings and withdrawal strategies.
- Local cost of living insight. Look for advisors who factor Lebanon's relatively low expenses into your retirement plan, not just national averages.
- Early retirement focus. Confirm how they model your savings timeline and withdrawal rates to support retiring before traditional age.
- Tax and income planning. Ask how they integrate state and local tax considerations with your income streams to optimize your cash flow.
- Experience with diverse clients. Check if they have worked with clients at different life stages, especially those targeting financial independence in similar communities.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jaiden S
CFP®, Series 66
Lebanon, MO
Edward Jones
Jaiden Schmitz, a CFP®-certified advisor at Edward Jones in Lebanon, MO, specializes in retirement plans for business owners and general estate planning, which suits clients planning early retirement or financial independence locally. With four years of experience and a background serving military and veterans, he offers access to a large firm's resources and a fee structure up to 1.35% annually, differentiating him from smaller local advisors.
Experience: 5 years
Avg account: $246,728
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Kerri C
Series 66
Lebanon, MO
Wells Fargo Advisors
Kerri Carter's 25 years of experience and Series 66 license equip her to address early retirement and financial independence needs in Lebanon, MO, with an understanding of local cost of living. Affiliated with Wells Fargo Advisors, a large firm serving high-net-worth clients, she offers comprehensive planning including cash flow and wealth transfer, distinguishing her through broad service options and business ownership experience.
Experience: 25 years
Avg account: $514,335
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Marylynn F
Series 65
Richland, MO
LifeSteps Financial
Marylynn Ford's 14 years of experience and focus on retirement income strategy and cash flow budgeting make her well-suited to address early retirement planning in Lebanon, MO, considering local cost of living and tax factors. Operating from Richland, MO, she offers an independent advisory approach with a 1.50% AUM fee, serving diverse clients through LifeSteps Financial's ETF-centric investment strategy.
Experience: 14 years
Avg account: $638,509
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Lance L
Series 63, Series 66
Lebanon, MO
Ameriprise
Lance Link specializes in retirement income strategy and Social Security optimization, making him well-suited for clients in Lebanon, MO planning early retirement or financial independence. With 11 years of experience and affiliation with Ameriprise, a large firm offering comprehensive tax-efficient planning and a 0.15% AUM fee, he provides tailored strategies for clients approaching retirement with significant investable assets.
Experience: 12 years
Avg account: $471,167
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Daniel L
Series 65, Series 63
Lebanon, MO
Lanark Financial, Inc.
Daniel Lusher offers retirement income strategy and wealth management services in Lebanon, MO, with six years of industry experience and Series 63 and 65 licenses. His firm, NBC Securities, serves diverse clients including high-net-worth individuals and municipalities, providing investment management and financial planning with flat-fee and hourly options, which may suit those seeking tailored fee structures and comprehensive advisory programs.
Experience: 6 years
Avg account: $449,819
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