Top financial advisors in Rolla, 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 Rolla, MO, especially if you're planning for early retirement or aiming for financial independence. A common mistake is underestimating how local living costs affect your retirement timeline and savings needs.
- Local cost of living insight. Confirm how the advisor factors Rolla's relatively low expenses into your retirement or FIRE (financial independence, retire early) plan.
- Retirement income sequencing. Ask how they plan withdrawals to balance tax impact and sustain your lifestyle over decades.
- Investment risk alignment. Ensure they tailor your portfolio to your retirement horizon and comfort with market ups and downs.
- Long-term tax planning. Discuss strategies that consider Missouri state taxes and potential changes affecting your retirement income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mark R
Series 63, Series 65
Rolla, MO
Wealth Enhancement Advisory Services, LLC
Mark Riefer in Rolla, MO, offers expertise in retirement plans for business owners and active portfolio management, suitable for those planning early retirement or financial independence. Affiliated with Wealth Enhancement Advisory Services, a large SEC-registered firm, he provides flat-fee and hourly financial planning options, blending passive and active investment strategies tailored to Baby Boomers and mid-career professionals.
Experience: 17 years
Avg account: $1,378,035
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Teresa C
Series 63, Series 66
Rolla, MO
Edward Jones
Teresa Crowell's 19 years of experience and Series 63 and 66 credentials equip her to address retirement planning needs in Rolla, MO, including tax-loss harvesting and multi-generational wealth transfer. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a range of advisory strategies with an annual program fee up to 1.35%, serving diverse clients including executives and business owners.
Experience: 20 years
Avg account: $246,728
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Verna B
Series 63, Series 65
Rolla, MO
Raymond James Financial
Verna Brand's 23 years of experience and Series 63 and 65 credentials equip her to address retirement planning needs in Rolla, MO, with insight into local cost factors and tax considerations. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly consulting, she supports diverse clients including business owners and retirees, providing non-discretionary, tailored financial advice.
Experience: 23 years
Avg account: $700,796
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Zachary E
Series 66
Rolla, MO
LPL Financial
Zachary Elliott in Rolla, MO, offers expertise in wealth management and retirement plans for business owners, supported by LPL Financial's large-firm resources and in-house research. His flat-fee financial planning and five years of industry experience provide a structured approach, distinguishing him from others who may not combine local insight with diverse advisory services.
Experience: 6 years
Avg account: $399,489
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Paige G
Series 66
Rolla, MO
STIFEL
Paige Gargus in Rolla, MO, specializes in general retirement and income planning, supported by Stifel's proprietary investment analysis and asset allocation strategies. With six years of industry experience and a Series 66 designation, she serves a diverse client base including individuals and institutions, distinguishing her through a large-firm platform and a community-focused background.
Experience: 1 year
Avg account: $773,556
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