We empower you to make life's choices on your terms!
GWA is a financial planning firm located in St. Joseph, MO. There's more to financial planning than just investments. In fact, it's hard to give investment advice if we don't have a plan that's explored what you want and the best ways to get you where you want to be. We look at tax strategies, estate, retirement income, behavioral finance, insurance, as well as anything else that has to do with your situation before we feel that we are qualified to give investment advice. 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
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Certified by Gertsema Wealth Advisors • Mar 08, 2026
Certified by Gertsema Wealth Advisors • Mar 08, 2026
Reviews
5.0
9 reviews
5 stars
9
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Marie Swift
Feb 21, 2026
5.0
My team and I have been working with GWA for a couple months now. When we first visited the office, we were wowed by the setting and the client experience. The people are sincerely motivated to serve the firm’s clients and do their very best in every way when it comes to delivering on the company’s unique value proposition. Gold star from me!
KR
Kelly Roumas
May 4, 2023
5.0
The Gertsema team/family provides expert advice & financial guidance. We trust them with our investments & highly recommend them.
JB
j bigham
Dec 13, 2021
5.0
My wife and I have been dealing with Mike and Nick for almost 2 years now. Great experience, they have gained our trust and communicate with us on any decision. Much better than the last group we used. I have recommended them to several friends. They are easy to talk to and explain everything .
GS
Gobby Searcy
Jul 13, 2021
5.0
We trust GWS with our money, financial planning and our future. We recommend Mike to anyone we know that's looking for financial planning.
KM
Kat Mccray
May 23, 2021
5.0
We trust GWS with our money, financial planning and our future. Every question was answered until they were sure we understood. Don't hesitate to truth them with your future and that of your family's.
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