Fervent Wealth Management
“Richard Baker and his team are always friendly and caring as we meet quarterly to discuss our finances.”
Best Financial Advisors in Springfield, MO
24 firms listed · all 24 in Springfield · 4 open weekends · 22 rated 4.5+ · 3 show a license
Data verified October 16, 2026
Duckett Ladd
“Samantha does an awesome job of keeping me on top of my monthly financials and Kassie and Ryan keep me informed and aware of our tax plan for the year.”
Graham Financial Group
“Taxes can be stressful but Norma makes it as easy as possible.”
Piatchek & Associates
“I have had a great experience with this law firm Debbie S has been the best paralegal you could ever ask for shes very caring and will make sure to keep you positive no matter what.”
Tax & Financial Advisors
“Great service and fast also they are very reasonable price highly recommend for personal or business accounting.”
Compass Financial
“He knows what he is talking about and gives you several options on where to place your money that fits your goals.”
The 24 firms listed for Springfield, 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: Springfield, MO
All 24 firms we list here are in Springfield itself. We have 49 firms in Springfield on file; this page shows the highest-rated 24. 23 of the firms on this page have a rating, from 4.1 to 5.0 across 303 reviews; 2 have 50 or more reviews and 22 are rated 4.5 or higher. 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are financial planning (6), estate planning (5), retirement planning (5), asset management (2) and bookkeeping (2). 3 show a license on their websites and 8 have a BBB rating of A or A+. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers payment plans; 4 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 18 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Springfield take financial planning bookings online?
4 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Sanford & Associates
“I know that when I contact James about a question or concern, he always helps me understand the answer and what I need to do, even if I have to ask it more then once.”
First Financial Consultants
“They have been successful for so long, its obvious they've got it dialed in.”
James Financial Partners
Jerod Ostermeier, Cpa, CFP
“We will continue to do business with Jerod Ostermeier, CPA well into the future.”
Peterson Wealth Advisors
“Advisors at Peterson Wealth Advisors were courteous, genuine, passionate, and extremely knowledgeable.”
Smith's Wealth Management
“He explained what everything meant in detail, and answered all/any questions I had.”
Advantage Retirement Services
“They have treated us with tremendous respect and have helped us reposition our accounts in a much more profitable manner.”
Baron Financial Group
“Dan was phenomenal and walked me through the workshop at a personal level that allowed me to ask specific questions along the way and at the end.”
Kurth Franck & Bowles Wealth Group
Pinnacle Family Advisors
“He provides easy to understand advice on complicated matters through his videos, articles and client meetings.”
Evans Wealth Planning
“Extremely knowledgeable and able to find the best opportunities with any goals or ideas I have.”
Floyd Financial Group
“Very professional and was lucky to get a meeting the next day from calling.”
Jim Mackay Financial Planning
“We have been so comfortable with Jim that he will be helping us manage our portfolio now that both of us are retired earlier than we thought we could.”
RLB Financial
“Do yourselves a favor and get your financial affairs in order and for build up equity with RLB Financial.”
Strategic Financial
“No matter the amount of money you are looking to invest and how you are planning for your future John and Craig at Strategic Financial Concepts are who you need to consult with!!”
Strategic Wealth Solutions
Fiduciary Wealth Management Advisor Shuyang Balazi
Auxan Capital Advisors
“Derek is great to work with and makes things easy to understand.”
Why these companies made our list
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