Your Fiduciary Wealth Planning Team
Headquartered in Columbia, MO — Nationwide horsepower & presence
Freedom Wealth Planning provides panoramic wealth planning to clients who value advice, in a deeply engaged environment, with a sincere and collaborative voice. We provide our clients with confidence and purposeful direction for their future through a process called the Freedom FORMula.
We work with high-performing professionals, small business owners, and professional athletes who are planning for more than a single date on the calendar. Many of our clients aim to achieve a work-optional lifestyle and are focused on building a lasting investment legacy for future generations.
Formerly WR Wealth Planning — same team, same values, same dedication to your financial well-being. Our process, relationships, and commitment to your financial well-being remain exactly the same.
What We Do
What We Do as Your Fiduciary Financial Advisors
A Smarter Way to Organize Your Financial Life
Freedom Wealth Planning was born out of the desire to find a smarter way to
help clients improve and organize their financial lives into an easy-to-
understand format. Our objective is to take all the pieces of your wealth plan
and put them in place. Each plan is unique. Many of those pieces may not be
relevant to you or your plan at this time, but as your life unfolds and your
needs evolve, our process, the Freedom FORMula, helps you pursue your financial independence.
Our experience acquired over decades in the business constantly reminds us of the fluid and dynamic nature of the journey to financial independence. 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
At Freedom Wealth Planning, we recognize that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for. In doing that, we are able to provide an elevated client experience keeping all the pieces of each client’s individual financial plan in place.
As your financial advisor, we believe that your pursuit of financial independence must be at the core of your philosophy and planning strategy. The relationships we are most philosophically aligned with are not defined by money or investments, but rather attitudinal qualities of people most like ourselves.
High-Performing Families
We are 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 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. 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 are earning significant income early in their careers, often across multiple states, and the financial decisions they make now will compound for decades.
Whether you are navigating NIL opportunities as a college athlete or managing the complexity that comes with professional contracts, you need a financial gatekeeper — someone who filters the noise, protects your assets, and keeps your long-term picture clear while you focus on your sport. Our partnership with Mizzou and the NIL space means we understand the specific pressures young athletes face, and we are committed to getting you started on the right path from day one.
The Freedom FORMula — Our Proprietary Wealth Planning Process
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 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 ranging from foundational to advanced that best align with your needs and aspirations. We are not here to sell products; we are here to serve your best interest. We are fiduciaries.
Deploy — Coordinated Execution and Ongoing Oversight
We implement your plan through coordinated execution of our agreed upon strategies. Our team provides continuous oversight and proactively manages updates and refinements as your life and targets evolve. The result is a lasting advisory relationship built on responsiveness, trust, and long-term alignment.
Seven Integrated Areas of Planning
We have developed and refined a proprietary process called the Freedom FORMula. This process integrates wealth management with risk and debt management, tax planning, and philanthropy. Our target is to take all the pieces of your financial puzzle and put them in place. Each plan and puzzle is unique.
Investment Management
Objective, fiduciary investment management through the NEA Wealth Investment Team partnership.
Risk Management
Comprehensive risk assessment and mitigation strategies for wealth preservation.
Tax Strategy
Proactive tax mitigation strategies coordinated with CPAs and tax professionals.
Income Planning
Strategic income planning for work-optional lifestyles and financial independence.
Estate Planning
Advanced estate planning and legacy strategies coordinated with estate attorneys.
Philanthropic Giving
Charitable giving strategies aligned with client values and financial targets.
Insurance Solutions
Customized insurance analysis and solutions through integrated specialist support.
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. 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. 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. 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 are independently owned and operated, which means we answer to you — not a bank, a corporate parent, or a shareholder group. That independence gives us the freedom to recommend what is genuinely best for your situation, 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, an attitude of gratitude, and sempre improvidus — growing relentlessly, staying focused and driven, and taking immediate action with a do-it-now mindset.
These are not corporate talking points. They are the principles our team lives by — in how we communicate with you, how we handle your plan reviews, and how we respond when life takes an unexpected turn.
our Offices
Fiduciary Financial Advisors With Offices in Columbia, MO and Sarasota, FL
We have developed and refined a proprietary process called the Freedom FORMula. The seven areas of focus work as interconnected pieces rather than isolated conversations, because a meaningful change in one area inevitably creates ripple effects across your entire financial life.
Our Columbia, Missouri Office
1000 W Nifong Blvd, Bldg. #3, Ste. 220
Columbia, MO 65203.We are 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 Sarasota, Florida Office
1343 Main Street, Ste. 705
Sarasota, FL 34236
We also maintain an office 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 ensures 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.
You can also reach us directly at
We look forward to hearing what freedom means to you.
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