Lincoln Financial Advisors. Columbia, Missouri

Neil A. Carr, CFP is a financial planner for Lincoln Financial Advisors. For over two decades he has devoted his professional career to helping individual investors and their families work toward their investment and financial goals. Neil is the trusted financial advisor to a diverse group of individuals and families, including business owners, executives, attorneys, physicians, engineers, professors, retirees and many others.

Neil holds a Bachelor of Science in Business Administration, with emphases in Finance, Economics, and Real Estate from the University of Missouri. He has earned the CERTIFIED FINANCIAL PLANNER professional certification. He lives in Columbia with his son, Quinn. Neil is a member of the Columbia College St. Clair Society, Columbia College 1851 Society, The Rotary Club of Columbia; is President of The Foster Grandparent Program of Mid-Missouri, and a board member of The Center Project.

Mike Wheeler, CFP is a financial planner with Lincoln Financial Advisors. Mike holds a Bachelor of Science in Personal Financial Planning from the University of Missouri and has earned the CERTIFIED FINANCIAL PLANNER professional certification. He is also a member of the Mid-Missouri Estate Planning Council. He lives in Columbia with his wife Erin.

We have built our advisory practice by combining a sound investing methodology with holistic financial planning and first-class client service. Today, we are one of the leading financial advisors in the wealth management industry.

As a member of the Lincoln Financial Advisors team we have at our disposal a strong group of professionals that include CERTIFIED FINANCIAL PLANNERS practitioners, Chartered Financial Consultants, Chartered Life Underwriters, those experienced in accounting, and other associates whose expertise encompasses the financial and tax reduction strategies that support wealth accumulation, preservation, protection and transfer. Our associates work as a team to provide clients with comprehensive financial, retirement, investment and estate planning using proven strategies and state of the art software. When a financial plan is completed, the professionals at Lincoln Financial Advisors are licensed to sell and service the financial products to implement their clients financial plan. These products are provided by Lincoln Financial Group affiliated companies as well as a number of companies independent of Lincoln Financial Group.

Our association with Lincoln Financial Advisors, afford our clients the best of two worlds: the experience and financial stability of a long standing financial institution, and the individual service that comes from having a personal financial advisor. At Lincoln Financial Advisors, our main service is to provide you an objective and comprehensive financial plan. We use a proven, defined process to produce a customized financial plan written specifically for you.

 

 

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