George Timson grew up surrounded by financial advising, learning the values of trust, personalized service, and long-term planning from his father, who is also a financial advisor. This early exposure sparked his passion for helping others achieve financial security and set him on the path to his own career in the industry.
After beginning his career at one of the nations fastest-growing financial planning firms, George returned to his hometown of Springfield, Missouri, with a mission to establish his own practice and serve the local community. Drawing on a deep understanding of financial markets and strategies, he blends traditional expertise with innovative technology to create tailored, effective financial solutions. His forward-thinking approach enables him to navigate the ever-evolving financial landscape and provide personalized guidance for each clients unique goals.
When he is not working, George enjoys spending quality time with his family, playing guitar, and exploring the Ozarks with his dog. Whether hiking local trails or strumming a few chords, he finds balance by combining his analytical career with his creative passions.
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future and beyond. We combine experienced, conflict-free advisors and powerful technology to deliver wealth management that evolves with you.
General Information |
| States Licensed in: | MO |
| Number of Years with Current Firm: | 2 |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Email, Phone, Our Office, Video Conference |
Firm Information |
| Assets Managed by Firm: | 5,000,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $100K+ |
| Compensation Methods: | Based on Assets |
Education |
| Bachelor of Business Administration - Finance | TCU - Texas Christian University 2015-2019 |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of Advisor. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 4:30 PM |
| Tue. | 8:00 AM - 4:30 PM |
| Wed. | 8:00 AM - 4:30 PM |
| Thu. | 8:00 AM - 4:30 PM |
| Fri. | 8:00 AM - 4:30 PM |
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