Expert Financial Advisors in Southwest Missouri

Achieve Private Wealth

Start planning for a brilliant future with Achieve Private Wealth. For 24 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’ve earned.

Achieve Private Wealth’s premier customer service sets them apart from other private wealth advisory practices.They are led by Paula Dougherty, CFP®, MBA, APMA®, CASL®, Private Wealth Advisor, Scott Taylor, CRPC®, Financial Advisor and Sam Ackerman, CRPC®, Associate Financial Advisor. Scott specializes in financial planning, wealth management, portfolio construction and management, retirement planning and risk management. Sam specializes in financial planning, portfolio construction and management, retirement planning, risk management and wealth advising.

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

Arvest | Trust & Wealth Management

When it comes to planning for your future, you want to have an army of financial experts guiding you to make the best decisions possible.

Arvest Wealth Management’s team of seven in Springfield has more than ninety years of experience in financial service industries, including estate planning, investment management and insurance. Armed with a vast knowledge of the ever-changing world of finance, Arvest Wealth Management 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 disciplines of Trust, Estate, Investment and 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 and Southwest MO, call 417-885-7244 or schedule an appointment online at appointments.arvest.com.

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 situation, giving them what’s needed to manage their wealth and achieve their long-term goals.

Commerce Trust clients benefit from: a professional, skilled staff of more than 600 employees; access to an in-house investment research team of approximately 70 professionals who average 25 years of experience in portfolio management; and knowledge of veteran private client advisors who average 21 years of experience in client services and the insight that comes with administering more than $52.7 billion of total client assets through all market cycles (as of June 30, 2019).

With Commerce Trust Company, clients can feel confident and secure about their family’s future. Commerce Trust 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.

Morgan Stanley | Kim Nichols

1535 E. Primrose St., Springfield | 417-885-1611
What do a retiring citizen, a young entrepreneur and an established business owner have in common? A need for an empathetic and compassionate advisor who will help them achieve their long-term financial and investment goals. As a woman in a male-dominated field, Kim Nichols focuses on enabling her female clients to independently manage their finances. The firm supports gender equality in the workplace through their partnership with Catalyst, a global nonprofit, and the Multicultural Innovation Lab. Morgan Stanley is a multinational company, but clients can rest assured that Nichols and her team will work with them on a personalized level.