Financial Integrators (formerly Clevenger Financial)

Financial Integrators is a wealth management firm in Joplin, Missouri, serving clients across Iowa and Missouri with comprehensive financial planning, investment management, retirement solutions, and business financial services. The firm offers personalized strategies in asset management, estate planning, tax planning, risk management, and insurance, including life, disability, long-term care, and health insurance solutions. Their team of credentialed professionals, including Certified Financial Planner® and Chartered Financial Analyst® designations, works to align all aspects of a client’s financial life into a cohesive, integrated strategy. The firm holds a 5.00 rating based on customer reviews, reflecting strong client satisfaction.

The firm emphasizes a fully integrated approach to wealth management, combining financial, retirement, business, and behavioral planning to support long-term goals. Their process includes understanding client vision, assessing current financial status, developing customized plans, and ongoing review and adjustment. Services include investment management, retirement plan design such as 401(k)s and ESOPs, business succession planning, executive benefits, and risk management solutions like annuities and captive insurance. The team collaborates to address complex financial needs, particularly for business owners, with a focus on protecting assets, managing concentrated equity, and ensuring continuity through succession planning.

Located on South Main Street in Joplin, the firm sits about a mile from Spiva Arts Park and is within a short walk of the City of Joplin town hall, Route 66 Mural Park, and Landreth Park. It is situated near North Main Street and the intersection of major city roads, placing it in a central, accessible area of the downtown district.

The firm is recognized for its client-centered approach, trusted team of professionals, and commitment to personalized financial planning. With a strong reputation for integrity and expertise, Financial Integrators stands as a dependable partner for individuals and business owners seeking clarity and confidence in managing their financial futures. In Joplin, it is a trusted name in comprehensive wealth management.