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Gertsema Wealth Advisors
- Interest
“It is nice knowing that you all are looking out for our best interests and always thinking about what is best for us not only for the present but the future as well.”
Best Financial Advisors in St. Joseph, MO
24 firms listed · 5 in St. Joseph · 1 open 24/7 · 1 open weekends · 17 rated 4.5+
Data verified October 18, 2026
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Heritage Investments
“They explain everything in a way that's easily understood, and take my thoughts and concerns to heart when developing an investment strategy.”
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Family Investment Center
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Brandon Hunt, Bankers Life Securities Financial Representative
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Nold Bryant Planning & Investments
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Prospurpose Wealth
- The Future
- Saving
- Goals
“He helped me navigate the unknowns of saving for retirement, building out systems for savings, and planning for different phases of professional growth.”
The 24 firms listed for St. Joseph, MO provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: St. Joseph, MO
Of the 24 firms we list here, 5 are in St. Joseph itself and 19 come from towns including Kansas City, MO (9, 46 mi), Atchison, KS (1, 21 mi) and Platte City (1, 27 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 141 reviews; 17 are rated 4.5 or higher. 1 is open around the clock and 1 is open on weekends. The services the firms on this page list most often on their websites are insurance (4), tax planning (4), financial planning (3), retirement planning (3) and business services (2). 1 shows a license on its website and 1 has a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 1 offers urgent consultations and 1 offers payment plans. We have a website on file for 21 of the firms on this page; 18 publish a contact page; 17 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside St. Joseph listed here?
5 of the 24 firms are located in St. Joseph. The others come from other towns within 50 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Thrivent: Jennifer Maxwell
“A great example of what customer service should be.”
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Adulting Financial
- Budget
“As a recent "graduate" of their program, I would highly recommend to anyone trying to figure out just where to start with their budget and financial goals.”
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Winters & Associates
“This was my first year having them do my taxes and everything was efficient and easy.”
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Greater Than Financial
“Greater Than Financial not only provided great financial advice, they are friendly and trustworthy.”
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Ice Capital Management
“Feel very confident that he will invest my money appropriately and give me good advice.”
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Family Wealthcare Center
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Mid American Wealth
“My portfolio is performing better than I expected and I cannot thank him enough!!!”
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The Opus Group
“Ive really enjoyed my experiences with the Opus group and all of the individuals working there.”
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Martin Financial Group
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Eagle Wealth Planning
- Knowledge
“Jason is very easy to work with”
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The Retirement Pros
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Aspire Wealth Management & Tax Center
- Priced
- Turbotax
- Investments
“Friendly people with quick answers to my needs.”
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Horizon CPA Services
“Wonderful group of people working at this office.”
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Cramer Capital Management
- Market
- Trust
- Financial Goals
“From their impeccable professionalism to their insightful investment strategies, every interaction with their team has been nothing short of exceptional.”
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Equity Financial Services - Dan Raeber
“I could not be happier with the exceptional service I have received from Dan & Randi!”
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Emerald Legacy Advisors
“I would trust no one else with my investments!!”
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Wealth | KC - Financial Advisors + Wealth Management
- Confidence
- Market
- Retirement
“I am not an investor with great knowledge of the market, so I appreciate his knowledge and have great confidence in his ability to handle my investments.”
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Kaufmann Financial
“He is very personable and offers me sage advice almost like a wise older brother.”
Retirement Planning and Investment Management Services in St. Joseph, MO Cost Estimates
Minimum cost
$1117
Maximum cost
$9490
National Average
$3350
Avg Per Hour Rates
$335
$2233
$6141
Typical price range is based on 306 cost profiles
Why these companies made our list
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