WR Wealth Planners

Advanced wealth planning for your life

Form CRS

Form CRS is a simple and easy-to-read summary regarding the nature of a retail client’s relationship with our firm.

Welcome to Mid-Missouri’s Most-Credentialed Wealth Planning Firm

What is wealth planning?

Wealth planning is an experience where every facet of your financial vision is planned for. After we collect data to help us understand what makes your situation unique, we utilize our team of experts to craft a scenario-based plan that we present to you. Following the plan presentation, our ongoing relationship will be here to help you navigate the unexpected and tailor your plan to help you reach every new goal as it comes.

 

what is wealth planning?

Wealth planning is an experience where every facet of your financial vision is planned for. After we collect data to help us understand what makes your situation unique, we utilize our team of experts to craft a scenario-based plan that we present to you. Following the plan presentation, our ongoing relationship will be here to help you navigate the unexpected and tailor your plan to help you reach every new goal as it comes.

 

Why Us

WR Wealth Planners is a truly independent firm. As an SEC-Registered Investment Advisor, we don’t make commissions from investment products and we only recommend the investment strategies that work to help you reach the summit of your financial lives. We know that time is your most precious asset that you have less of every day, so we have designed an efficient experience to ensure that not a second is wasted. Each client is assigned to a three-person team who will guide you through the planning process and deliver your personalized strategy.

Certifications & Credentials

As the most credentialed firm in mid-Missouri, we take pride in our advisors’ constant pursuit of education. We currently hold the following certifications & credentials.

Certified Financial Planners (CFP)

Certified Plan Fiduciary Advisors (CPFA)

Certified Private Wealth Advisor (CPWA)

Chartered Retirement Planning Counselor (CRPC)

Certified Divorce Financial Analysts (CDFA)

What Makes Us Different

Comprehensive Planning Services

It’s our job to understand the complexities of your global situation and our financial plans are designed with your personalized goals in mind. We’ll continually evaluate your plan to make sure your financial plan is on track towards your goals and updated as your life changes.

Advice that Makes Sense

We speak your language to ensure you have a clear understanding of what we’re going to do with your money. Our on-going communications provide continual transparency so you’ll stay informed on the markets and know what’s happening with your investments.

Fee Transparency

You should know what you’re paying your advisor and how we apply those fees to your investments. We’ll explain our fee structure so you have confidence that you’re receiving value from your advisor. After our conversation, your questions will be answered and make sense to you.

Peace of Mind

We want to add convenience to your lives and many of our services are designed to do just that. Whether working in tandem with your other advisors or providing holistic planning services, we’re on your team and offer simplicity and clarity to you.

Our Services

Our team is equipped to service the entirety of your financial life. We provide solutions throughout the family life cycle. From 529 plans for children to advanced tax planning techniques for your working years to legacy planning in retirement, WR Wealth Planners is prepared to help your family reach its goals.

 

What type of investor are you?