We were the first FEE-ONLY Adviser in Springfield.
DB Advisors, founded and based in Springfield, MO, began providing investment advice and management on a fee-only basis in 2005. We have since grown in size with like-minded Advisors, who believe that being a fiduciary of client assets is a fundamental value and we wouldn’t have it any other way. A fiduciary has the highest ethical obligation to put your interests ahead of their compensation and any other considerations. We are fiduciaries.
Our typical clients range from young professionals to retirees and everyone in-between, who are smart, driven, and enjoy living life. We believe in active full discretionary investment management and in Modern Portfolio Theory. We believe you should focus on the things you can control, like how much risk you are comfortable with, using compounding growth to its full potential and minimizing your taxes.
We believe that everyone should have access to a qualified independent financial advisor. Thus, the first meeting will be free. So bring your financial questions with you. If we aren't a good fit to work together, we will point you in the right direction.