The things that bring us joy are not quantified by numbers and spreadsheets. TrueNorth creates financial and investment plans that reflect your hopes, values, and goals to live a more purposeful life.

Do you know where you want to go?

Do you know how to get there?

We understand that everyone is on a different journey. Maybe you already know your destination. Or maybe you don’t even know your next step.

That’s why we’re here to listen, to discover and plan with you.

We look at the multiple facets of your life including your pressing concerns, current financial standing, big goals and vision for the future. From there, we pinpoint your TrueNorth and set forth toward it.

Our Process

Let’s meet to determine if we’re the right guide for your journey.

This is our time to dig deep and ask the big questions.

We’ll have a custom plan to guide you toward your TrueNorth.

Your guide to your next step.

We’re here for the ones looking to create meaningful, fulfilling lives for themselves and their loved ones. Whether you're looking for services for your family or an organization, our aim is to help identify ways to leverage wealth management for your goals.

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What legacy do you want to leave? How much should you save? What’s the most tax effective way to save for education? This is just the beginning of a long list of questions we’ll help you answer. Our services help to provide clarity and guidance on your path to financial freedom.

Explore Services

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Every business is different and requires a custom approach. As your financial advisors, we can help you reach your goals with services from cash & investment management to succession planning.

Let's find your company's TrueNorth and a strategic plan for reaching it.

Explore Services

The latest from TrueNorth

Your go-to for news, insights and happenings.
Champions for Children Receive a 70% Missouri Tax Credit

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Champions for Children Receive a 70% Missouri Tax Credit

Missouri just made it easier and more impactful to support children in your community. Thanks to recent changes to the Missouri Champion for Children Tax Credit, your verified contribution to a qualified organization like Children’s Haven can now earn you a 70% state tax credit—a meaningful incentive for doing good close to home. Who Qualifies?…

ASPIRE: Helping Single Parents Return to School and Build a Stronger Future

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ASPIRE: Helping Single Parents Return to School and Build a Stronger Future

Balancing work, parenting, and college is no small feat, especially for single parents facing financial and emotional hurdles. That’s why Bryan Vowels, founding partner of TrueNorth, and his wife, Leticia, helped create the ASPIRE Scholarship Program. ASPIRE is dedicated to helping single parents overcome everyday obstacles so they can succeed in college, technical school, and…

Client Appreciation Night: Springtime in Bloom

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Client Appreciation Night: Springtime in Bloom

This spring, we celebrated more than just warmer weather and longer days—we celebrated you. With the sounds of Shoal Creek nearby, we hosted a special evening on our 12-acre property to honor the people at the heart of everything we do: our clients. With nature in full bloom, we gathered for nature walks, BBQ, live…

A TrueNorth Summer

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A TrueNorth Summer

Our team made the most of the summer, and we wanted to share a few snapshots with you. From dove hunting in Argentina to fishing in Canada, we soaked up every minute. We imagine you and your family have been doing the same, and we look forward to catching up and chatting about your adventures….

A Safe Haven for Joplin’s Children

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A Safe Haven for Joplin’s Children

In the heart of Joplin, Missouri, Children’s Haven stands as a beacon of hope for families in crisis. Since its founding, the organization’s mission has been simple yet profound: to provide a safe, nurturing environment for children when their families face an immediate, temporary disruption to care.

Thank You, Mothers. TrueNorth Wouldn’t Be Who We Are Without You.

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Thank You, Mothers. TrueNorth Wouldn’t Be Who We Are Without You.

In honor of Mother’s Day, we wanted to honor one of the women who inspired everything we do. You may not know this, but Bryan Vowels, Founding Partner and CEO of TrueNorth, knows a local legend. His mother, JoAnn Vowels was the second female financial advisor in the Joplin area.

It's never too late.
To travel the world.
To find your purpose.

To build a lasting legacy.
As your financial advisors,
we want to help you live a life you look forward to.