$500MM AUM | $2.9MM Rev in
WR Wealth Planners is a well-respected full-service wealth management firm headquartered in Columbia, Missouri, that focuses on fee-based wealth planning with a client first mentality. WR Wealth Planners was founded in 2009, has a staff of twenty seasoned investment professionals and manages over $500 million dollars in assets. Our differentiation lies in several areas. First, recruitment of a select group of professionals who align with our core values: trustworthy, professional, selfless, and constantly developing our skills. Second, an advanced technology stack with industry leading planning platforms including: Riskalyze, e-Money, Holistiplan and more. Lastly, we offer a full suite of wealth management advisory services and specialize in advanced wealth, tax, and insurance planning. Our product offerings go well beyond traditional stocks and bonds and include structured and alternative products, as well as advanced insurance contracts. We currently have two affiliate partners, and are actively looking to enter additional affiliate and/or continuity relationships with firms who see value in having a strong partner to provide industry leading back-office support and expertise, allowing the firm principals to focus on clients and prospects.