Top financial advisors in Poplar Bluff, 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 Poplar Bluff, MO, especially if you're planning for early retirement or aiming to achieve 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 understand how Poplar Bluff's relatively low expenses can stretch your retirement funds further.
- Early retirement planning. Confirm they can model your savings and spending to support retiring before traditional age.
- Withdrawal sequencing. Ask how they plan distributions to minimize taxes and sustain your portfolio over time.
- Holistic cash flow management. Ensure they consider all income sources and expenses, not just investment returns, for a realistic retirement plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Robert W
CFP®, Series 63
Poplar Bluff, MO
LPL Financial
Robert Whelan's 37 years of experience and CFP® certification equip him to address early retirement and financial independence planning in Poplar Bluff, MO, with a focus on tax-loss harvesting and retirement plans for business owners. His flat-fee structure and affiliation with LPL Financial, a large firm offering diverse investment solutions, distinguish him from other advisors in the area.
Experience: 38 years
Avg account: $399,489
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Brian T
Series 65, Series 63
Poplar Bluff, MO
Edward Jones
Brian Taylor's 25 years of experience and expertise in retirement income strategy and general retirement planning make him well-suited to address early retirement and withdrawal sequencing needs in Poplar Bluff, MO. As a seasoned advisor at Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with a fee structure up to 1.35% annually, serving a diverse client base including retirees and business owners.
Experience: 25 years
Avg account: $246,728
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Dairel D
CFP®, Series 63
Poplar Bluff, MO
Cambridge Investment Research Advisors
Dairel Denton Jr. offers deep expertise in retirement income strategy and plans for business owners, supported by 38 years of industry experience and CFP® certification, making him well-suited for early retirement planning in Poplar Bluff's cost environment. His affiliation with Cambridge Investment Research Advisors provides access to diverse financial planning services and flexible flat-fee options, distinguishing him from advisors with narrower scopes or different fee structures.
Experience: 39 years
Avg account: $378,281
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Betsy M
CFP®
Poplar Bluff, MO
Coffman Wealth Advisors, LLC
Betsy Mays, a CFP® professional in Poplar Bluff, MO, offers project-based financial planning with flat fees ranging from $2,000 to $10,000, suitable for those planning early retirement or financial independence. Her firm serves institutional clients with a blend of passive and active asset allocation, providing a unique perspective compared to advisors focusing solely on individual wealth management.
Experience: 0 years
Avg account: $47,703
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Kevin H
ChFC®, Series 63, Series 65
Poplar Bluff, MO
Cetera
Kevin Henderson's 28 years of experience and ChFC® designation equip him to address early retirement and financial independence needs in Poplar Bluff, MO, with a focus on wealth management and retirement plans for business owners. Operating within Cetera's large firm, he offers flat-fee and hourly consulting options, serving a diverse client base including high earners approaching retirement, which may provide more tailored fee flexibility compared to other advisors.
Experience: 28 years
Avg account: $306,089
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