Forum Advisory Services is a financial planning firm based in Columbia, Missouri, serving individuals, couples and households, business owners, and do-it-yourself investors in mid-Missouri and beyond. With more than 35 years of experience, the firm helps clients bring greater clarity and coordination to financial decisions, particularly those involving retirement, taxes, investments, and long-term goals.

Its services include comprehensive financial planning, investment planning, retirement planning, tax strategies, estate planning, and risk management. Forum Advisory Services uses a structured process that begins with a Discovery Visit and continues through plan design, implementation, final plan delivery, and ongoing client reviews. This approach is intended to connect financial decisions within a personalized strategy and help clients understand practical next steps.

The firm highlights local, ongoing guidance, tax-aware planning, and coordinated recommendations. Its Columbia office provides an in-person starting point for clients seeking support with retirement income, investment choices, business and personal financial priorities, or estate planning. Securities and advisory services are offered through LPL Financial, a separate entity from Forum Advisory Services, LLC.