Bagby Financial Services

Our Vision

Our mission is to empower individuals and families to achieve financial security and pursue their financial goals through personalized wealth management, tactical investments, and strategic guidance. We believe financial planning is a collaborative process, built on trust and open communication.

Who We Are

Bagby Wealth Management is an independent Registered Investment Advisory firm serving clients in Dexter, Missouri and beyond. We have been providing comprehensive financial planning and investment services since 1984. Our team of experienced professionals is dedicated to helping clients achieve financial success through personalized solutions tailored to their needs, goals, and risk tolerance.

Our Approach

Our client-centric approach starts with understanding your unique financial goals and aspirations. We work collaboratively with you to:

• Identify and prioritize your financial goals
• Develop a customized financial plan
• Implement and monitor your progress
• Make necessary adjustments over time

What Sets Us Apart

• Independence: As an independent RIA, we are not beholden to any large institutions or financial products. This allows us to tailor our recommendations to your specific needs and goals.
• Fee-Based Services: We believe transparency is vital, so we operate on a fee-for-service model, eliminating the conflict of interest that commission-based models can create.
• Comprehensive Expertise: Our team has extensive experience in investment management, financial planning, retirement planning, and wealth management.
• Dedicated Relationship Building: We prioritize open communication and personalized attention throughout the process, ensuring you feel informed and empowered.

Our Services

We offer a comprehensive range of services to help you:

• Investment Management: Tactical and strategic investment guidance to maximize returns and mitigate risks.
• Financial Planning: Comprehensive planning that covers your financial goals across all aspects of your life.
• Retirement Planning: Strategies for maximizing retirement accounts and earning potential.
• Wealth Management: Comprehensive wealth preservation and growth strategies.

Partnering with Bagby Wealth Management, you get

• Personalized and customized solutions
• Collaborative and transparent working relationship
• Access to experienced professionals
• Comprehensive financial guidance and support