Looking for a financial advisor in Springfield, Missouri?

You should strongly consider hiring a financial advisor if you have a significant amount of money available to save or invest. This can happen after years of making annual contributions to a retirement plan such as a 401(k) through your employer or suddenly if you receive a large inheritance or sell your house for a large profit.

But even if you don’t have a lot of money saved, many financial advisors and planners offer reasonable pricing options and valuable services that you should consider, especially if you’re facing a major life event. For example, if you’re starting a new job, getting married, starting a family, getting divorced, losing your job, starting or selling a business, or approaching retirement age, it may be worth working with a trusted financial advisor or planner.

Should I fire my current advisor before hiring a new financial advisor?

You don’t have to fire your current advisor before looking for a new financial advisor. Your new advisor can even help you coordinate the transfer of your assets from your previous financial advisor.

Where can I read reviews about financial advisors written by their clients to help me decide whether to hire them?

After a 60-year regulatory ban on financial advisor ratings in the US, a Securities and Exchange Commission (SEC) rule went into effect on May 4, 2021. This rule means that both financial advisors and directory websites that help consumers find a financial advisor can collect and display reviews of financial advisors, an important factor worth considering when choosing who to hire to manage your investments and savings.

Wealthtender is the first independent advisor rating platform designed to be fully compliant with the new SEC rule, and we look forward to helping you rate financial advisors based on reviews written by their clients.

I am a local financial advisor and would like to be featured in this guide. How do I start?

Thank you for your interest. We look forward to learning more about your practice and helping you attract your ideal clients that you may be a good fit for based on their individual needs and circumstances. Click here to see how you can join local financial advisors on Wealthtender.