Trek Wealth Planning is a fiduciary financial advisor based in Columbia, MO, serving clients nationwide. We are dedicated to helping families plan for a comfortable and satisfying future with comprehensive financial planning and investment strategies.
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Navigating the details of your financial life can feel overwhelming. You’re juggling multiple responsibilities, from progressing in your professional career to managing your family life, not to mention finding time for yourself. The pressures of balancing it all can make it challenging to dedicate time to effectively managing your finances.
We will create a comprehensive plan reviewing your overall financial picture. We'll identify opportunities that empower you to confidently pursue your goals.
We'll help you take advantage of any tax breaks, invest in tax-optimized accounts, and utilize tax-smart strategies to minimize your lifetime taxes.
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We will recommend personalized investments that align with your risk tolerance and time horizon to help your money grow and provide income in retirement.
Never waste time googling for financial advice again knowing you have outsourced your financial management to a professional
A quick 15-30 minute call so we can both make sure there is a potential fit. If not, we will point you to a better solution
We will use the information from our first call to build you a personalized assessment with the opportunities we see to improve your financial health
There are no pushy sales people here. We will give you time to consider whether Trek Wealth Planning is the right advisor for your family
Get excited because you are about to have a clear vision for what you want your money to accomplish for you and a defined path to get there
Being a fiduciary means that we must place our clients’ interests above all else, which fosters trust and alignment of interests with our clients.
We are a “fee-only” advisor, which means we take NO commissions and believe our clients should know exactly how we’re compensated.
Less than 1% of financial advisors hold both the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations.*
The recommendations we implement for clients are not based on hunches or trends, but on solid financial research and historical data.
Welcome! I started Trek Wealth Planning because I saw a need for families who want real financial advice, not a sales pitch. As my own family started growing, I realized how valuable personalized guidance around money can be, and how little time I had to put into it myself! I found most advisors are focused on selling products that earn themselves high commissions rather than practically answering the most pressing questions people have around money. Not seeing a solution I’d want to use myself, I knew I had to start Trek Wealth Planning. Our mission is to provide transparent, personalized financial guidance that empowers our clients to make informed decisions and achieve their financial goals.
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