Home > Financial Advisors > Missouri > Columbia

Find Top Financial Advisors in Columbia


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Columbia. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Columbia

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Columbia, Missouri
Financial Advisor Office Location Phone Number
Bert Doerhoff,
Aura Wealth Advisors LLC
1301 Southwest Blvd,
Jefferson City, MO  65109
(573) 634-4006

Information on Qualified Financial Advisors in Columbia

Qualifications CRD# 4463814
Series 65


Office Location 1301 Southwest Blvd,
Jefferson City,
MO 
65109
Phone Number (573) 6344006

About Aura Wealth Advisors LLC

In today's economy there is a lot of uncertainty and people are not sure where to turn. We use a team approach where we take the lead to act as your personal CFO and guide the team throughout the wealth management process. Most clients have needs in five areas that are key to long term wealth including: 1. Making smart long term decisions about your money 2. Minimizing your income tax 3. Minimizing your estate tax 4. Protecting your wealth from issues such as litigation 5. Assisting you in your charitable giving intentions This is all delivered through our exclusive consultative 5 step process. Our practice is limited to a select group of clients where we can add significant value. This process starts with a discovery meeting designed to explore your financial goals and determine whether we are the right firm to help you achieve those goals.



List of Additional Financial Advisors in or around Columbia, Missouri
Forward Financial LLC Columbia, MO
Talk to an advisor
  • Find pre-screened advisors
  • Review matched profiles
  • Receive free consultation


Are You A Financial Advisor
in Missouri?

Grow your AUM with pre-qualified leads!

join-wiseradvisor-