A complete list of active advisors currently associated with ProPartners Wealth
Warmer can help you find a great advisor at ProPartners Wealth or one who fits your needs even better.
ProPartners Wealth serves individuals, families and small business owners, including entrepreneurs and key executives, by providing investment management and ongoing personal financial planning. The firm also offers pension consulting to employee benefit plans under 3(21) agreements and can serve as an ERISA 3(38) fiduciary to manage plan assets when engaged. Portfolios are constructed using fundamental analysis and a target asset allocation determined by the firm, with day‑to‑day management delegated to Envestnet sub‑managers selected to match client objectives. ProPartners operates with discretionary authority to implement and reallocate investments, performs due diligence on sub‑managers, documents selections in a Statement of Investment Selection, and monitors accounts on a regular basis while custody and execution are provided through Charles Schwab. Notable distinctions include that several advisors are licensed insurance producers who may recommend commissionable insurance products, a practice the firm discloses as a potential conflict of interest. ProPartners also has a related entity, ProPartners Team, LLC, which provides bookkeeping and strategic business consulting to owners—an additional service line that can intersect with its individual planning and plan‑sponsor work.
To learn more about the advisors currently working at ProPartners Wealth, 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 |
|---|---|---|
Columbia, MO
| 5
| |
Columbia, MO
| 25
| |
Columbia, MO
| 3
| |
Columbia, MO
| 5
| |
Columbia, MO
| 2
| |
Columbia, MO
| 3
|
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