Expert Financial Advisors in Southwest Missouri

Achieve Private Wealth

Start planning for a brilliant future with Achieve Private Wealth. For 26 years they’ve helped clients achieve their dreams for today, tomorrow and well into the future. How do they do it? With the exclusive Confident Retirement® approach. They break your financial goals into doable steps, taking the uncertainty out of planning and helping you to live the life you earned.

Achieve Private Wealth’s premier customer service sets them apart from other private wealth advisory practices. They are led by Chief Executive Officer of Achieve Private Wealth Paula Dougherty, BFA™, CFP®, APMA®, MBA, CRPC®, ChFC®, CLU®, CASL®, Private Wealth Advisor; Scott Taylor, CFP®, CRPC® Financial Advisor; Chief Operating Officer of Achieve Private Wealth Sam Ackerman, CRPC®, Financial Advisor; and Christopher Obert, APMA®, MBA, Associate Financial Advisor. Each advisor specializes in providing a comprehensive approach to financial planning including wealth management, portfolio construction, rebalancing and investment management strategies. Additionally, they specialize in the areas of retirement planning and risk management strategies, as well as assisting clients with choosing employee benefits that fit their needs.

Achieve Private Wealth helps 417-landers plan for the expected... and the unexpected! They will work with you to help you achieve your financial goals based on what is truly important to you and are here to help you adapt to any changes you face along the way.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Confident Retirement approach is not a guarantee of future financial results. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Arvest | Trust & Wealth Management

When it comes to planning for your future, it is crucial to have a team of trusted financial experts to guide you in making the best decisions possible. The story of Arvest is one of commitment started by their founders and a dedication to focusing on the customer above all else. This philosophy has remained the same during their growth from a small bank to a network of community banks able to provide a complete range of financial services.

Equipped with a vast knowledge of the ever-changing world of finance, Arvest Wealth Management’s advisors help individuals, families, businesses and institutions build, manage, protect and transition their wealth. No two clients are the same, so Arvest Wealth Management advisors focus on understanding each client’s unique financial goals to provide customized advice and comprehensive solutions.

Built on a foundation of financial planning including the areas of Trust & Estate Planning, Investment & Risk Management, Arvest Wealth Management will work with you to strategically plan for life’s big events. To meet with a client advisor or trust officer at Arvest Wealth Management in Springfield or one of their other locations in southwest Missouri, call 417-885-7244 or schedule an appointment online at appointments.arvest.com.

Investment products and services provided by Arvest Investments, Inc., doing business as Arvest Wealth Management, member FINRA/SIPC, an SEC registered investment adviser and a subsidiary of Arvest Bank. Trust services provided by Arvest Bank. Investments and Insurance Products: Not a Deposit | Not Guaranteed by the Bank or its Affiliates Not FDIC Insured | Not Insured by Any Federal Government Agency | May Go Down in Value

Commerce Trust Company

Commerce Trust Company provides a full range of wealth and investment planning services to individuals and institutions. Since 1906 Commerce Trust Company, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services. They build a comprehensive team around their clients’ unique personal and financial situations, giving them what’s needed to manage their wealth and achieve their long-term goals.

Commerce Trust Company clients benefit from: a professional, skilled staff of more than 500 employees; access to an in-house investment team of approximately 96 professionals who average 19 years of experience; and knowledge of veteran private client advisors who also average 19 years of experience in client services and the insight that comes with administering more than $62.6 billion of total client assets through all market cycles (as of June 30, 2021).

With Commerce Trust Company, clients can feel confident and secure about their family’s future. Commerce Trust Company takes a full-service approach to wealth management with the goal of helping clients simplify their complex financial life. Their proactive team takes the time to understand a client’s personal and financial goals.
Commerce Trust Company develops a customized plan specific to a client’s wealth management needs and works with them to ensure success.

Heim-Young & Associates | Wealth Management

You only get one chance at retirement, so it’s important to have a plan in place.

But not just any plan—a plan built specifically for you, based on your wants, needs and goals for your future. For more than thirty years, the professionals at Heim-Young & Associates have been the area’s foremost Retirement Planning Specialists, helping people answer questions like:

• Do I have enough in savings to retire?

• When should I take my social security benefits?

• What growth rate do I need on my retirement?

They are here to provide guidance so you are sure the decisions you make today help you get the most out of retirement. And since all of your financial decisions and investments help impact your financial future, Heim-Young & Associates can also assist you with Financial, Estate and Tax Planning, as well as Risk and Portfolio Management. By partnering with a team of professionals that address every aspect of your financial life, you can sleep easy at night knowing your retirement is on track.

Contact the Wealth Management Firm with the most CERTIFIED FINANCIAL PLANNER™ Professionals in the area and get on the right track for a comfortable, successful financial future.