Tribute Financial is a financial services firm established in 1983, with more than 50 years of combined advisor experience. The firm helps individuals and families work toward their financial goals through a planning-led approach, assessing each client’s current situation before recommending investment strategies. Its team aims to explain complex financial concepts in clear, accessible language, and serves clients across more than 30 states through in-person, online, and telephone reviews.

Services include retirement planning, investment selection, life and long-term care insurance, and required minimum distribution calculations for IRAs and inherited assets. Tribute Financial also offers secure online asset aggregation and consolidation reporting to help clients and their families view financial information in one place. The firm provides educational resources, including courses, market data, videos, useful links, and a finance book by Kevin J. Daniels. Its advisors and client services staff operate from locations in Connecticut and Missouri, with a Lebanon, Missouri office noted as under construction.