Trek Wealth Planning is a fiduciary financial advisor based in Columbia, MO, providing comprehensive financial planning and investment strategies to clients nationwide. With a focus on helping families plan for a comfortable and satisfying future, they offer personalized assessments, tax optimization strategies, and investment recommendations aligned with clients' risk tolerance and time horizon.
As a fee-only advisor, Trek Wealth Planning prioritizes their clients' interests and transparency, with no hidden fees and a commitment to evidence-based solutions backed by solid financial research and historical data. Founded by Jordan Nietzel, a Certified Financial Planner and Chartered Financial Analyst, the company aims to provide transparent and personalized financial guidance that empowers clients to make informed decisions and achieve their financial goals.
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