Sheller Wealth Management
38yrs
Top advisor by experience in Troy
Financial advisors in Troy, MO
Looking for a financial advisor in Troy, MO? We list 8 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
8Advisors with offices here
13Median years of experience
88%Fiduciary advisors?
3Firms represented
Largest firms here: Edward Jones (5), Sheller Wealth Management, Inc. (2), Syntegra Private Wealth Group LLC (1).
Nearby: Moscow Mills, Winfield, Hawk Point, Old Monroe, Wright City, Wentzville, Foristell, Warrenton.
Syntegra Private Wealth Group
26yrs
Top 17% by experience at Syntegra Private Wealth Group
Edward Jones
21yrs
Top 19% by experience at Edward Jones
Edward Jones
13yrs
More experience than 61% of advisors at Edward Jones
Edward Jones
10yrs
More experience than 50% of advisors at Edward Jones
Sheller Wealth Management
10yrs
10 years in the industry
Edward Jones
9yrs
9 years in the industry
Edward Jones
New
New to the profession
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.