Carthage Wealth Advisors

Carthage Wealth Advisors is a Financial Planner in Carthage, MO, located at 2110 S Garrison Ave. The firm provides comprehensive plans and personal financial management for clients seeking an independent, objective approach. With over 31 years of experience serving the area, the practice focuses on protecting client wealth through individualized strategies. The business holds a perfect 5.00 rating based on customer reviews, reflecting its standing for trusted relationships and reliable guidance.

The practice is led by Don Hosack, who has provided investment advice and financial services to individuals and businesses since 1981. A graduate of Missouri State University with a BS in Marketing, Don originally from Carthage returned home to build his business. He guides individuals and businesses through complex financial decisions, emphasizing the importance of building trusted relationships to help clients navigate life's obstacles. Don works with mutual funds and variable and fixed annuity companies to help direct clients toward products that manage their specific needs. Tina Hallmark, a LPL Financial Consultant, brings over ten years of customer service experience to the team. She focuses on client future goals and assisting with the setup, maintenance, and servicing of client accounts. Tina graduated from Missouri Southern and joined the firm in August 2022, valuing the opportunity to work with a group dedicated to doing what is best for their clients.

Supporting the daily operations is a team member who joined in April 2013. This staff member manages intricate operational details and client accounts to ensure efficient service, prioritizing the client experience above all else. Originally from the Joplin area and a graduate of Joplin High School, this team member brings additional customer service expertise to the office. The firm operates with LPL Financial as an enabling partner, supporting financial advisors in their goals of protecting client wealth. The team is available for contact via phone at (417) 358-4000 or by email to discuss financial needs and legacy planning.

The firm is known for its positive rating from the customers who have reviewed it, a testament to its long-standing service and client-focused approach. This reputation for trust and objective advice is central to its identity as a local financial planning practice.

Carthage Wealth Advisors combines decades of local experience with a personal, relationship-based approach to financial planning, serving as a trusted partner for residents in Carthage, MO.

The business is located on South Garrison Avenue, just a short distance from the intersection with Fairlawn Avenue. It sits roughly half a mile from East Airport Drive and the Mary Our Queen of Peace Monument.

BizScoreAI assigns a technical score of 81 out of 100, ensuring the website is secure and readable by search engines without errors. The platform also gives a discoverability score of 75 out of 100, confirming that AI crawlers can access every page to enable recommendations.