Greater Than Financial is a fee-only fiduciary financial planning and investment management firm based in Savannah, Missouri, serving families and business owners in St. Joseph and throughout Northwest Missouri. The firm helps clients approaching retirement and those facing complex financial decisions bring their investments, taxes, estate questions, and life goals into one coordinated plan.

Its services include financial planning for retirement, cash flow, tax strategy, Social Security, insurance, education, and estate coordination. Greater Than Financial also manages diversified, low-cost investment portfolios aligned with clients’ goals and provides implementation support, professional coordination, and ongoing plan updates as circumstances change.

The firm’s team—Wakefield Hare, Donovan Brooks, and Emalee Wheeler—works collaboratively across planning, investment decisions, preparation, and follow-through. Greater Than Financial describes its advice as fee-only, meaning clients pay directly rather than through commissions, product providers, or referral arrangements. It is committed to acting in clients’ interests when providing financial advice and is a registered investment adviser in Missouri and Kansas.