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The Approach of Our Financial Advisors

Our financial advisors help families and businesses in wealth management, retirement planning, social security strategy, 401k plans, IRA Rollovers and much more. There is no minimum to get started, and we do not charge by the hour. So there’s never any fee for meeting or talking with us. Contact Us or Schedule Online to get started.

Our business is an Independent, Registered Investment Advisory (RIA) firm with the State of Missouri, Texas and Arkansas and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.  Registration with the United Sates Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

Wealth management Springfield Mo Retirement Planning Social Security

Individuals and Families

IRAs
401k Rollovers & Advice
Retirement Planning
Social Security Strategy
Savings & Investments
LTC & Life Insurance
Personal Finance

Wealth management Springfield Mo Auxan Capital Advisors Pension Lump Sum

Wealth Management

Lump Sum Management
– Settlement
– Inheritance
– Insurance Payout
– Sale of Property/Business
– Pension Payout
Advanced Strategies
Indexed Annuities
Early Retirement

Financial Advisor Springfield Mo IRA 401k

Employers & Institutions

Employer Plans
– 401k, 403b
– SIMPLE Plans & SEP IRAs
Managed Portfolios
– Corporate accounts
– Endowments & Foundations
Business Planning

Derek Schmidly
Derek SchmidlyChief Investment Officer
Paul Ebisch
Paul EbischPresident & Founder
Dwight Fay
Dwight FayInvestment Advisor Representative
Timothy L. Baker
Timothy L. BakerInvestment Advisor Representative
Jeff Reeb
Jeff ReebInvestment Advisor Representative
 Dan Eschman
Dan EschmanInvestment Advisor Representative

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