Top Financial Advisors in Springfield, MO

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Forvis Mazars Wealth Advisors is a fee-only firm that provides portfolio management and financial planning services, as well as tax and accounting services.

While the firm does not require clients to have an account minimum, it does have a $5,000 annual minimum fee unless waived. Fees are charged quarterly in advance, based on a percentage of assets under management (AUM), with an annual cap of 2%.

Investment strategies at Forvis Mazars are guided by six core beliefs, including global diversification, combining active and passive management, avoiding market timing, controlling costs and taxes, staying disciplined and focusing on the long term.

Portfolios are based on each client’s specific risk profile, with a primary focus on long-term growth. In some cases, short-term strategies like margin or options may be used.

Forvis Mazars advises on a wide range of investments, including money market funds, bonds, stocks, mutual funds, ETFs, managed accounts and annuities.

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Pinnacle Family Advisors is a fee-based firm with a staff that includes a Certified Financial Planner™ (CFP®). 

The firm doesn’t impose a minimum account size to receive investment management services. Its advisors primarily work with clients who are non-high-net-worth and high-net-worth individuals, as well as businesses, investment companies, charities and those with pension and profit-sharing plans.

Some representatives are also members of other financial services firms and earn commissions from these firms when they sell their products. These non-advisor roles may create potential conflicts of interest. That said, as an SEC-registered firm, fee-based Pinnacle Family Advisors has a fiduciary duty to work in the best interests of its clients. 

Pinnacle Family Advisors offers a range of services, including asset management, family office and wealth planning, investment company advisory services, selection of other advisors, pension consulting and financial planning.

The firm creates portfolios based on the risk tolerance of the client. They consider several factors such as the client’s financial situation and long-term goals before setting up an asset allocation strategy. When evaluating securities, the firm engages in a mix of fundamentaland technical analyses.

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Mackay Financial Planning is a fee-only firm that provides financial planning services to both high-net-worth and non-high-net-worth individuals, as well as charities.

The firm does not require any asset or income minimums, sayis in its brochure that it works with "people from all walks of life.” Clients pay dfor services in two ways: either as one-time projects or as ongoing partnerships, depending on needs, budget and preferences.

Mackay Financial Planning recommends that clients keep a diversified asset allocation by using disciplined, low-cost, long-term strategies. The firm’s approach is guided by research that focuses on asset allocation decisions—how much is invested in stocks, bonds, alternatives, or cash—as key drivers of long-term investments.

Portfolio investments typically include index funds and ETFs to keep costs low and simplify exposure to markets. And when recommending mutual funds, Mackay Financial Planning favors no-load options when available.

The firm assesses each client’s tolerance for market ups and downs using questionnaires, interviews and past behavior during volatility.

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Floyd Financial Group is a fee-based firm that offers portfolio management, retirement planning and financial planning services to both high-net-worth and non-high-net-worth individuals, as well as corporations and businesses.

The firm imposes a $30,000 account minimum for individual clients, but its brochure says that requirement can be waived based on discretion.

Floyd uses an individualized asset allocation approach for each client, based on their goals, risk tolerance and investment horizon.

The firm says that asset allocation strategies aim to balance risk and reward by spreading investments across different asset classes. These include stocks, bonds and cash.

To manage client accounts, the advisor uses several methods of analysis. These include fundamental analysis, which looks at a company’s financial health; technical analysis, which studies price patterns and trading volume; and cyclical analysis, which tracks economic cycles.

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RLB Financial is a fee-based firm that offers a wide range of financial services that focus on estate planning, investments, retirement and taxes for individuals and high-net-worth clients.

The firm’s investment strategy is guided by each client’s stated goals, which are documented in an investment policy statement or risk tolerance form, and can be updated at any time.

The firm uses several methods to analyze securities, including fundamental, technical and cyclical analysis. Fundamental analysis looks at company data like earnings and profit margins, technical analysis reviews past prices and volume, and cyclical analysis studies market cycles.

Investment decisions are also based on information from financial publications, research reports and rating services.