We Are Fiduciaries

Several factors set us apart from other investment firms. For one, we are actual fiduciaries, not just salespeople pretending to be money experts. As fiduciaries, we are legally obligated to put our clients’ best interests first. This works just fine for us because that matches up with our core values.

Another crucial feature of Fervent Wealth Management is that we are a fee-based advisor. Unlike other advisors who always start their work “on the clock,” we find that a fee-based approach is more beneficial to creating open dialogue and fostering a long-term relationship with our clients. This allows us to take care of you to the best of our ability.

Confidence

To us, the whole reason you look for investment help is for financial confidence. You want to know your money is where it should be, so you can go on enjoying your life. So if that sounds like you, and you’re seeking personal financial management in Springfield or Branson, Harrison, Northwest Arkansas, Joplin, Clinton, Lake of the Ozarks, and Rolla, then get in touch with Fervent Wealth Management today.

We look forward to hearing from you and helping you with your individual financial management needs. We offer a free initial consultation and have a wide range of services to suit your goals.

Now is the time to act. In the words of Mark Twain, “Twenty years from now, you will be more disappointed by the things you did not do, than by the things you did do.”

The LPL Advantage

As an independent firm, our team at Fervent Wealth Management has the flexibility to offer you access to a wide range of non-proprietary products and services. Without the obligation to sell any particular investment or brand, we focus solely on your wealth management and legacy goals.

Additionally, we enlist LPL Financial, the nation’s largest independent broker/dealer*, to support our firm’s operations and compliance functions, providing our clients with an additional layer of security. With over $1 trillion in brokerage and advisory client assets, ** LPL Financial provides the technology and breadth of services to support sophisticated wealth management solutions.

As a result, LPL Financial is a leading source of collaborative advice for accumulating and managing personal wealth. The Research Team at LPL Financial is one of the largest and most experienced research groups among independent brokerage firms, comprised of seasoned and accomplished industry veterans.

The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claimed for cash. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $600 million, subject to conditions and limitations.

As your financial advocate, we uniquely leverage these valuable resources to prepare and deliver investment ideas designed exclusively to support your financial and personal aspirations.

*As reported by Financial Planning magazine, June 1996-2022, based on total revenue.
** As October 15, 2021
An explanatory brochure of SIPC coverage is available at www.sipc.org