A complete list of active advisors currently associated with Greater Than Financial
Warmer can help you find a great advisor at Greater Than Financial or one who fits your needs even better.
Greater Than Financial is a state-registered advisory firm that serves individuals and high-net-worth individuals. The two-advisor firm manages approximately $64.2 million across about 163 client relationships and offers discretionary portfolio management alongside financial planning, retirement plan consulting, and business planning services. The firm employs a portfolio-level, passive investing approach that constructs diversified allocations using low-cost mutual funds and ETFs, with attention to fund structure, tracking error, tax efficiency, and liquidity. Financial planning is treated as an ongoing, integrated part of portfolio management: advisors gather goals and financial data, monitor plans over time, and implement recommended allocations either directly or via a third‑party platform while retaining suitability and discretionary responsibility. What distinguishes the firm for its size is its operational use of Betterment Institutional for some accounts combined with formal due diligence and oversight of that platform, and a small subscription arrangement used to reduce client platform fees. Greater Than Financial also emphasizes client deliverables beyond typical written plans — including recorded video walkthroughs — and offers a comprehensive planning option by monthly retainer as well as consulting for business owners and retirement plans.
To learn more about the advisors currently working at Greater Than Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Savannah, MO
| 18
| |
Kansas City, MO
| 1
|
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