Wr Wealth Planners

Financial Services, 200 E Southampton Dr Ste 101, Columbia, Missouri, 65203, United States, 1-10 Employees

Phone Number: 57********

Who is WR WEALTH PLANNERS

At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most. The first thin...

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Headquarters: 200 E Southampton Dr Ste 101, Columbia, Missouri, 65203, United States
Date Founded: 2009
Employees: 1-10
Revenue: $1 Million to $5 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 8741

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Employees

Jared Reynolds

Senior Wealth Advisor: Partner/Co-Founder

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Joshua Packman

Educator and Credentialed School Administrator

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Daniel Kellar

Wealth Management Advisor

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Frequently Asked Questions Regarding WR Wealth Planners

Answer: WR Wealth Planners's headquarters are located at 200 E Southampton Dr Ste 101, Columbia, Missouri, 65203, United States

Answer: At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most. The first thing we do is listen. We want to know what our clients care about most their dreams, challenges, and concerns. Then we put together a plan using a disciplined financial planning and investment process. We show our clients the impact of their financial decisions before they make them. We show them how to implement the plan and make adjustments if needed as their life changes. Along the way, we do everything we can to take care of them. Our team is equipped to service the entirety of your financial life. We provide solutions throughout the family life cycle. From 529 plans for children to advanced tax planning techniques for your working years to legacy planning in retirement, WR Wealth Planners is prepared to help your family reach its goals. Carroll Wilkerson and Jared Reynolds founded WR Wealth Planners (formerly Wilkerson & Reynolds Wealth Management) in January of 2009. During their 50+ years of combined experience, it has been their mission to be a resource and assist clients in making informed financial decisions through education, communication, and the financial planning process, while keeping the clients interest paramount. Utilizing a comprehensive suite of investment management and wealth planning solutions, the founders have been serving affluent families, business owners, professional athletes, celebrities, executives, and companies since 1985. From our office in Columbia, Missouri WR Wealth Planners serves not only the community in which we live but also serves client relationships in over 30 other states. We are proud to partner with TD Ameritrade as asset custodian, and value our ability to bring the most innovative technology for the lowest cost to our clients. Investment Advisory Services offered through WR Wealth Planners, a Registered Investment Advisor.