PLANYOURFREEDOM.COM™
Your Fiduciary Wealth Planning Team in Columbia, MO
Independent, Coordinated, and Built Around You
Freedom Wealth Planning delivers panoramic wealth planning for individuals and families who value real advice, genuine relationships, and a more intentional approach to their future. Through our Freedom FORMula process, we help bring clarity, confidence, and direction to every stage of planning your freedom.
We work with established professionals, business owners, and professional athletes who are planning for more than a single date on the calendar. For many, that means creating a work-optional lifestyle while building a lasting legacy for the next generation.
Formerly WR Wealth Planning, we’re still the same team, with the same values, relationships, and dedication to your financial well-being. While the name has evolved, our commitment to the individuals and families we serve remains exactly the same.
Fiduciary Commitment, Always
CFP, CPWA, CEPA, CPFA Credentialed
Independently Owned, National Horsepower
Selective Partnership Model
What We Do as Your Fiduciary Financial Advisors
A Smarter Way to Organize Your Financial Life
Freedom Wealth Planning was built around a simpler, more intentional way to help clients organize their financial lives. Instead of treating wealth planning like disconnected pieces, we bring everything together into one cohesive strategy built around your life, your priorities, and your future.
Some planning elements may matter more today than others, but as life evolves, so does your plan. That’s where the Freedom FORMula comes in, helping individuals and families move forward with greater clarity, confidence, and long-term direction.
Our experience acquired over decades in the business constantly reminds us of the fluid and dynamic nature of the journey to financial independence, and it is with this philosophy in mind that we are able to use our process to craft individual plans for each of our clients as their lives unfold and their needs evolve.
Independent, Fiduciary, and Objective
The goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes, without apprehension. There is no one-size-fits-all solution when it comes to planning for your future. And because we are an independent firm, we are under no obligation to sell proprietary products or services. That means we are objective and selective, offering only those investment products and services we believe are best suited to help meet your financial targets.
Freedom Wealth Planning offers advisory services through NewEdge Advisors, LLC, a registered investment adviser. That relationship gives our clients access to institutional-quality investment resources and a national platform, while preserving the personal, relationship-driven experience that has defined our firm.
Who We Serve: And Why the Right Fit Matters
We're Not All Things to All People
At Freedom Wealth Planning, we recognize that we’re not all things to all people; we are all things to select people. Our client relationships are built around a very specific FIT process, allowing us to partner with the individuals and families we’re best suited to serve. That allows us to provide an elevated client experience while keeping every piece of each client’s financial plan aligned and working together.
As your financial advisor, we believe your pursuit of financial independence should remain at the core of your planning philosophy and strategy. The relationships we build are not defined by money or investments, but by shared values and the qualities that align with the individuals and families we serve.
The Three Kinds of Clients We're Built to Serve
Before we talk about portfolios, taxes, or exit planning, we ask one question: what’s the gap between where you are today and the life you want to live on your own terms? We call this the Wealth Gap, and for business owners we also look at the Profit Gap and the Value Gap. Every client we serve is closing one or more of these gaps. The gap just looks different depending on who you are.
Established Families and Individuals
We’re a wealth advisory firm, primarily for a select group of successful families and top-of-their-field professionals who aspire to a work-optional lifestyle. Our ideal clients value relationships built on mutual trust, transparency, and long-term collaboration. They also rely on professional guidance to help manage and implement their financial strategies, and they communicate openly and are receptive to timely, honest dialogue.
What these families need is a trusted team functioning as their personal CFO: someone who sees the full picture of their financial world and coordinates every moving part, like investments, taxes, estate structures, insurance, income planning, and philanthropy: all of it managed under one roof so nothing falls through the cracks. That is the role we fill every day for the clients who trust us most.
Successful Business Owners
When you own a business, your personal finances and your company’s finances are connected at every level. Exit strategies, tax mitigation around liquidity events, business valuation, and entity structures: these challenges require an advisor who understands the intersection of business value, personal wealth, and long-range legacy planning.
Our founder, Jared Reynolds, holds the Certified Exit Planning Advisor (CEPA) designation specifically because so many of our clients face these exact situations. He and his team implement customized strategies all as part of the proprietary process, the Freedom FORMula. Whether you are approaching a transition or beginning to think about what comes next, we plan for the business and the person behind it: simultaneously.
Professional Athletes
We work with professional athletes who are planning for more than the next contract. Many of them are earning significant income early in their careers, often across multiple states, and the financial decisions they make now will compound for decades.
Athletes navigating NIL opportunities and professional contracts face financial decisions earlier and faster than ever before. That’s why having the right financial gatekeeper matters, someone who can filter the noise, protect your assets, and keep the bigger picture clear while you focus on your sport.
The Freedom FORMula: Our Proprietary Wealth Planning Process
Built Around Your Life, Not a Product Catalog
Wealth planning is a personalized, ongoing process designed to align your financial targets with a tailored strategy. We begin by collecting detailed information to understand your unique circumstances. Using our structured approach, the Freedom FORMula, we create a comprehensive plan that integrates investment management, risk management, tax and income planning, and philanthropic targets. Once your plan is in place, a dedicated team supports its implementation and provides ongoing service. We strategize regularly to ensure it stays aligned with your targets and overall mission.
The Freedom FORMula focuses on the three D’s.
Discover: Uncovering Your Priorities and Vision
Our process begins with a deep discovery conversation focused on uncovering your priorities, values, and long-term vision. We also seek to understand what you want to achieve, what matters most to you, and the underlying purpose driving your financial targets.
Design: Identifying the Right Solutions
With a clear understanding of your objectives, we identify solutions, from foundational to advanced, that align with your needs and long-term aspirations. Most importantly, we're here to serve your best interests as fiduciaries.
Deploy: Coordinated Execution and Ongoing Oversight
We implement your plan through coordinated execution of the strategies we've agreed upon. Our team provides ongoing oversight, proactively managing updates and refinements as your life and targets evolve. The result is a long-term advisory relationship built on responsiveness, trust, and alignment.
Seven Integrated Areas of Planning
We’ve developed and refined a proprietary process called the Freedom FORMula: this process integrates wealth management with risk and debt management, tax planning, and philanthropy. From there, our target is to take all the pieces of your financial puzzle and put them in place.
Investment Advisory
Objective, fiduciary investment guidance through our institutional platform.
Risk Management
A full balance-sheet risk assessment and mitigation strategy.
Tax Strategy
Proactive, year-round tax planning coordinated with your CPA.
Lifestyle Planning
Structured income strategies designed to support a work-optional lifestyle.
Estate Planning
Legacy and wealth-transfer strategies coordinated with your estate attorney.
Philanthropy
Charitable giving strategies that align with your values and your tax picture.
Value-Added Services
Customized insurance analysis and coverage review through our integrated specialist.
The seven areas of focus – investment management, risk assessment, tax strategy, income planning, estate planning, philanthropic giving, and insurance solutions – work as interconnected pieces rather than isolated conversations, because a meaningful change in one area inevitably creates ripple effects across your entire financial life.
What Sets Freedom Wealth Planning Apart
An Ongoing Professional Relationship: Not a Transaction
We provide comprehensive wealth planning services as part of an ongoing professional relationship with you, guided by our proprietary process, the Freedom FORMula. Our passion is to support you in working toward your financial and lifestyle objectives through a disciplined and structured approach, and to help ensure a productive and collaborative relationship, you can expect us to deliver the services described below with consistency and diligence.
Our role includes working to understand your financial targets, maintaining updated financial information as you share changes in your circumstances, assessing and reviewing your investment risk capacity and timeline as part of the planning process, and serving as your resource and command center for all your financial needs. We coordinate with other financial, legal, and tax professionals as needed.
Coordinated Planning With Like-Minded Professionals
A very important feature of our proprietary process, the Freedom FORMula, is partnering with like-minded CPAs and Attorneys. We recognize that for a financial plan to be complete and sustainable it must also address issues around tax planning, risk and debt management, and estate and legal concerns. Also, our partners are a key part of the process and ultimately help our clients reach their full potential around financial independence.
When appropriate, we may collaborate with other qualified professionals, and this coordination is intended to support your overall financial strategy and help you work toward your long-term financial and lifestyle targets.
Independently Owned With National Reach
We're independently owned and operated, which means we answer to you, not a bank, a corporate parent, or a shareholder group. This independence gives us the freedom to recommend the best option for you, free from conflicts of interest. At the same time, our strategic partnership with the NEA Wealth Investment Team provides access to institutional-grade research, trading capabilities, and investment resources that rival firms many times our size.
A Firm Built on Core Values
Our firm operates on five core values that guide every interaction: Faith and Family First, Radical Honesty, Extreme Accountability, Attitude of Gratitude, and Semper Providus: growing relentlessly, staying focused and driven, and taking immediate action with a do-it-now mindset. These are not corporate talking points, but principles our team lives by, from how we communicate with you to how we handle plan reviews and respond when life takes an unexpected turn.
our Offices
Fiduciary Financial Advisors Serving Columbia, MO and Sarasota, FL
Our Columbia, Missouri Office
- 1000 W Nifong Blvd. Bldg. #3, Ste. 220 Columbia, MO 65203
Our primary office is located at 1000 W Nifong Blvd, Bldg. #3, Ste. 220, Columbia, MO 65203. We’re deeply rooted in the Columbia community, and many of our most enduring client relationships are with families and business owners right here in Mid-Missouri. Our partnership with University of Missouri Athletics also brings us into the NIL landscape from the inside.
Our Sarasota, Florida Office
- 1343 Main Street, Ste. 705 Sarasota, FL 34236
Our secondary office is located at 1343 Main Street, Ste. 705, Sarasota, FL 34236, serving clients who have established roots or second homes along Florida’s Gulf Coast. Whether you split time between two states or are making a permanent move, our team makes sure your plan travels with you.
Start Planning Your Freedom Today
At Freedom Wealth Planning, we help individuals, families, and business owners achieve clarity and confidence in every stage of life. Through our Freedom FORMula, we provide a thorough and proactive planning experience that aligns wealth with values, balances today’s needs with tomorrow’s targets, and prepares for the unexpected. From estate strategy and tax planning to financial independence and risk mitigation, our dynamic approach adapts as life evolves: so your family’s plan grows with you.
The first step is a simple conversation. No pitch. No pressure. Just an honest exchange about what you’ve built, where you want to go, and whether Freedom Wealth Planning is the right partner for the next chapter.
You can also reach us directly at
We look forward to hearing what freedom means to you.
Columbia, Missouri Office: Monday-Thursday 8:30am -4:30pm CST. Friday 8:30am – 3pm CST.
Sarasota, Florida Office: Monday-Thursday 8:30am -4:30pm EST. Friday 8:30am – 3pm EST.
Clients served nationwide.
Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.
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