Advisor at ProsPurpose Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
ProsPurpose Wealth
Location
Saint Joseph, MO 64506
Credentials
CFP®
Industry experience
14 years
Hi I’m Donovan!
I'm a financial planner that serves Millennials that tend to be at least one of the following: • high earners • tech professionals • equity compensated • inherited/sudden wealth / high-net worth
Because of the unique challenges the above groups face I've created my financial planning process to focus on, but not limited to:
• cash flow planning • equity/stock compensation • investments and investment management • tax planning
I'd love to talk with you if you're fit the above and are looking to prosper with purpose.
Visit the link below to learn more about my complimentary analysis:
$4800/yr+
$400/mo+
$1200/qtr+
I do offer one-time financial plans that start at $3,000 and adjust upward based on complexity.
Blend Financial Inc. dba Origin Financial
2021 - 2023 (2 years)
Storyline Financial Planning, LLC dba Prospurpose Wealth
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Savannah, MO
Greater Than Financial
Greater Than Financial is a fee-only, fiduciary financial planning firm built to serve families in Savannah & St. Joseph, Missouri at every stage of life. We stand as a beacon of trust for pre-retirees who are wary of traditional financial advisors. With over 16 years of experience, our founder Wakefield has crafted a firm that prioritizes your financial well-being without the influence of commissions or conflicts of interest. Our approach is simple yet profound: we believe that finance is not just about growing wealth, but about enriching life. We're here to help you navigate the complexities of financial planning with the wisdom and care that only a dedicated fiduciary can provide. Whether you're planning for college expenses, career transitions, or the nuances of retirement, Greater Than Financial is your partner in creating a strategy that reflects your aspirations. Understanding the unique values of folks in St. Joseph and Savannah, we're committed to helping you discover the 'greater than' life you deserve. Our firm is your resource for transparent, tailored advice that aligns with your unique journey. If you're looking for a financial advisor who truly understands the needs of families and pre-retirees in St. Joseph or Savannah, Missouri, look no further than Greater Than Financial. Let's embark on this journey together, crafting a future that's not just secure, but truly greater.
Series 63, Series 65
St Joseph, MO
Edward Jones
Series 66
St Joseph, MO
Edward Jones
CFP®, Series 66
Saint Joseph, MO
Edward Jones
Series 66
Saint Joseph, MO
Edward Jones
Series 63, Series 66
St Joseph, MO
Edward Jones
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