Trek Wealth Planning
Finance · Missouri, United States · 1-10 Employees
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Overview
Headquarters
910 E Broadway Ste 208, Columbia, Missou...Phone Number
(573) 367-5577Website
www.trekwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Trek Wealth Planning
Trek Wealth Planning is an independent, fee-only fiduciary financial advisor based in Columbia, MO, serving clients nationwide. The firm specializes in comprehensive financial planning and investment strategies aimed at helping families achieve a secure and fulfilling future. With a focus on minimizing taxes and providing personalized investment recommendations, Trek Wealth Planning empowers clients to confidently pursue their financial goals. Founded by Jordan Nietzel, who holds both CFA and CFP designations, the company emphasizes transparency and trust in its client relationships.Explore more
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Trek Wealth Planning is an independent, fee-only fiduciary financial advisor based in Columbia, MO, serving clients nationwide. The firm specializes in comprehensive financial planning and investment strategies aimed at helping families achieve a secure and fulfilling future. With a focus on minimizing taxes and providing personalized investment re... Read More
