We Empower You to Make Life's Decisions on Your Terms

We are financial advisors in St. Joseph, Missouri who guide you in defining and working toward your goals in pursuit of your unique version of a life well lived.

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You always are available for questions or concerns. We know you have our best interests and goals in mind. We feel appreciated with the client events you have throughout the year and the Christmas gifts and birthday recognitions.
Vince & Linda K.
Through good times and not so good, Mike has always done what he was instructed, always doing what was in my best interest. I would strongly recommend Gertsma Wealth Advisors.
Raunda L.

The Gertsema team/family provides expert advice & financial guidance. We trust them with our investments & highly recommend them.
Kelly R.
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We Are Your

Coach

We are here to coach you through the most important parts of your life so nothing keeps you from your goals.

Accountability Partner

We help you engage and stay on track with your financial plan. Your plan serves as a flexible guide through life's changes, challenges, and victories.

Advocate

We help you identify the goals that are important to you and align your financial resources with your life's aspirations to help you pursue your life's design.

Coach

Accountability Partner

Advocate

How Can We Help?

The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.

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FINANCIAL PLANNING

Our team of financial advisors will design a plan to evaluate your current financial situation and help direct you toward true financial freedom.

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RETIREMENT PLANNING

We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.

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ESTATE PLANNING

Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

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TAX PLANNING

Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

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Download a Complimentary Resource

3 Methods to Help Avoid Running Out of Money

3 Methods to Help Avoid Running Out of Money

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.
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3 Methods to Help Avoid Running Out of Money
4 Mistakes People Make With Their First Million

4 Mistakes People Make With Their First Million

Identify the next set of challenges you may face and avoid these common mistakes.
Download Now
4 Mistakes People Make With Their First Million
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