WR Wealth Planners

Advanced financial planning for your life

COVID-19 Update

The safety of our clients and our employees is of the utmost importance to us, and we are watching the COVID-19 situation closely. At this time, we remain open and able to serve you during our usual business hours.

About Us

Carroll Wilkerson and Jared Reynolds founded WR Wealth Planners in January of 2009. During their 54 years of combined experience, it has been their mission to serve and care for our clients in a holistic approach to their finances and wellbeing. Utilizing a comprehensive suite of investment management and wealth planning solutions, the founders have been serving affluent families, business owners, individuals, executives and companies since 1985.

 

About Us

Carroll Wilkerson and Jared Reynolds founded WR Wealth Planners in January of 2009. During their 54 years of combined experience, it has been their mission to serve and care for our clients in a holistic approach to their finances and wellbeing. Utilizing a comprehensive suite of investment management and wealth planning solutions, the founders have been serving affluent families, business owners, individuals, executives and companies since 1985.

 

Why Us

WR Wealth Planners is a truly independent firm. As an SEC-Registered Investment Advisor, we don’t make commission from investment products and we only recommend the investment vehicles that work to help you reach your goals. Our wealth planning process puts an emphasis on the things that are important to you. Each client is assigned to a three-person team who will guide you through the planning process and deliver a seamless experience. Come see what true financial clarity looks like.

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?