A complete list of active advisors currently associated with Trek Wealth Planning
Warmer can help you find a great advisor at Trek Wealth Planning or one who fits your needs even better.
Trek Wealth Planning provides comprehensive financial planning and discretionary portfolio management to individual clients, including high-net-worth individuals, and also works with charitable organizations. The firm offers ongoing wealth management as well as project-based financial planning and investment-management-only engagements. The firm tailors portfolios and plans to each client's goals and tolerance, employing fundamental, technical, and cyclical analysis and a mix of passive and active ETFs and mutual funds to construct allocations. Accounts and plans are reviewed on a regular schedule (portfolio reviews at least quarterly and financial plans at least annually), and the firm recommends custodians such as Altruist Financial and Charles Schwab, with the option for clients to enroll in the Altruist One bundled program. Compared with many independent advisers, Trek’s client mix including charitable organizations is relatively uncommon, and it manages roughly $24 million across a modest client base, which may reflect more individualized attention. The firm’s principal holds the CERTIFIED FINANCIAL PLANNER® designation and brings prior experience in investment operations and fintech-adjacent roles, and the firm does not vote client proxies, leaving voting responsibility to clients.
To learn more about the advisors currently working at Trek Wealth Planning, 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
| 8
|
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