Our Story

Our History

Carroll Wilkerson and Jared Reynolds founded WR Wealth Planners (formerly Wilkerson & Reynolds Wealth Management) in January of 2009. During their 50+ years of combined experience, it has been their mission to be a resource and assist clients in making informed financial decisions through education, communication, and the financial planning process, while keeping the client’s interest paramount. Utilizing a comprehensive suite of investment management and wealth planning solutions, the founders have been serving affluent families, business owners, professional athletes, celebrities, executives, and companies since 1985.

 

Our History

Carroll Wilkerson and Jared Reynolds founded WR Wealth Planners (formerly Wilkerson & Reynolds Wealth Management) in January of 2009. During their 50+ years of combined experience, it has been their mission to be a resource and assist clients in making informed financial decisions through education, communication, and the financial planning process, while keeping the client’s interest paramount. Utilizing a comprehensive suite of investment management and wealth planning solutions, the founders have been serving affluent families, business owners, professional athletes, celebrities, executives, and companies since 1985.

 

Who We Serve

From our office in Columbia, Missouri WR Wealth Planners serves not only the community in which we live but also serves client relationships in over 30 other states. We are proud to partner with TD Ameritrade as asset custodian, and value our ability to bring the most innovative technology for the lowest cost to our clients.

Premier Investment Options

One of the premier services that WR Wealth Planners has to offer is its premier investment model portfolios featuring Dimensional Fund Advisors, a leading global investment firm that has been translating academic research into practical investment solutions since 1981. DFA seeks to add value by building portfolios that target higher expected returns in a cost-effective manner and has demonstrated a long track record of strong performance. WR Wealth Planners is the only firm in Columbia, Missouri able to provide clients with DFA’s premier investment options. To see how Dimensional Funds can enhance your investment experience, learn more about Dimensional Investing by clicking here.

What type of investor are you?