SRG Financial Advisors

Headquartered in Osage Beach, MO for over 30 years, with additional offices in Columbia, MO and Lee's Summit, MO, SRG Financial Advisors is an independent financial advisory and wealth management firm with a simple motto: Plan First, Invest Second®. With over 50 years of combined experience, the SRG team works primarily with successful people from all walks of life who are looking for guidance on how to structure the second half of their lives, and achieve a work-optional lifestyle. To do this, SRG has developed and refined a proprietary process that helps them take all the pieces of the financial puzzle and assemble them into a plan that integrates wealth management with risk and debt management, income and tax planning, and philanthropy, as well as many other value-added services. This plan allows their clients to focus on what matters most to them and be prepared as their lives unfold and their needs evolve. This process is called the Mile Marker FORMula.