Top financial advisors in St. Joseph, 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 seek a financial advisor in St. Joseph, MO when you're planning for early retirement or aiming to optimize your savings in a lower cost-of-living area. Without focused guidance, it's easy to overlook how local expenses and tax considerations affect your retirement timeline and income needs.
- Local cost-of-living insight. Confirm how they factor St. Joseph's expenses into your retirement budget and withdrawal plans.
- Early retirement sequencing. Ask how they prioritize savings, Social Security, and investment drawdowns to support your FIRE goals.
- Tax impact awareness. Ensure they consider Missouri state taxes and any local tax rules that influence your retirement income.
- Experience with diverse portfolios. Look for advisors who balance growth and income strategies suited to your retirement horizon and risk tolerance.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cody V
Series 63, Series 65
Saint Joseph, MO
Thrivent Investment Management
Cody Vaughn offers financial guidance in Saint Joseph, MO, with 17 years of experience and credentials including Series 63 and Series 65, making him well-versed in local financial considerations. Affiliated with Thrivent Investment Management, a large firm providing dedicated planning services without direct portfolio management, he brings expertise in business ownership considerations and serves diverse client types, which may suit those planning early retirement in this region.
Experience: 18 years
Avg account: $162,801
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Janine M
Series 63, Series 66
St. Joseph, MO
Fidelity
Janine Miles offers financial guidance in St. Joseph, MO, with a focus on active portfolio management and charitable giving, supported by five years of industry experience and Series 63 and 66 licenses. Affiliated with Fidelity, a large firm known for combining fundamental research and quantitative analysis, she provides access to sophisticated investment strategies that may suit clients seeking structured portfolio solutions in a lower cost-of-living area.
Experience: 6 years
Avg account: $234,793
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Jacob B
Series 66
St. Joseph, MO
LPL Financial
Jacob Bahr offers financial planning in St. Joseph, MO, with a focus on college savings and flat-fee structures, which can simplify budgeting for early retirement. His affiliation with LPL Financial, a large firm serving diverse clients with discretionary and non-discretionary management, provides access to extensive research and model portfolios, distinguishing him from advisors with smaller firm resources or different fee models.
Experience: 4 years
Avg account: $399,489
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Hunter R
Series 65
St. Joseph, MO
Integrated Wealth Concepts LLC
Hunter Rich offers retirement income strategy and active portfolio management tailored to St. Joseph, MO, incorporating local cost-of-living and tax considerations. With a flat-fee structure at Integrated Wealth Concepts LLC, a large firm serving diverse clients, he combines customized portfolios and long-term investment approaches, differentiating him from advisors with different fee models or smaller firm resources.
Experience: 2 years
Avg account: $781,916
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Carol G
Series 63
St Joseph, MO
Edward Jones
Carol Giannetta offers over 30 years of experience in wealth management and tax-loss harvesting, which can help optimize retirement savings in St. Joseph's cost environment. Affiliated with Edward Jones, a large firm managing $1.01 trillion in assets, she provides access to diverse advisory programs and serves a broad client base, distinguishing her from advisors at smaller firms.
Experience: 31 years
Avg account: $246,728
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