Guiding clients safely through retirement, like family.

Guiding clients safely through retirement, like family. 

When you choose Fervent Wealth Management as your financial advisor, you can be assured that our team has an incredibly rich experience to draw upon for your financial well-being. Each fiduciary on our team has an incredible blend of financial experience and technical expertise that gives clients confidence concerning their finances.

Check the background of financial advisors associated with this site on FINRA’s BrokerCheck

When you choose Fervent Wealth Management, you can be assured that our team has an incredibly rich experience to draw upon for your financial well-being. Each fiduciary on our team has an incredible blend of financial experience and technical expertise that gives clients confidence concerning their finances.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Client Testimonials

Bobbi K., Retired Teacher

Richard Baker and Fervent Wealth have managed our money for a number of years. He takes time to completely explain our situation and to understand our needs and aspirations. He has become a good friend and confidant. If you are looking for a financial advisor, you couldn’t do better.

Mark D., Retired Software Engineer

Really Good people. Like family! Good listeners. Very attentive.

Dori R., A retiree from College of the Ozarks

We are extremely pleased with Fervent's team. They are personable, listen to what our goals are, and then provide us with excellent advice, caring for our funds as if they were their own.

Julie M., Project Manager at the Institute for Veterans and Military Families

Richard and his team go above and beyond when it comes to customer service, and their professionalism is always top-notch. I can't imagine trusting such an important area of our future to anyone else.

Eddie L., Retired Branson Entertainer

Fervent Wealth Management has been our financial adviser for many years. We have been very satisfied. They stay in touch with us and are always available when we have questions. We look forward to many more years doing business with this fine company.

This statement is a testimonial by a client of the financial professional as of 10/23/2023. The client hasn’t received any compensation for making these statements & doesn’t receive any material incentives or benefits for providing the testimonial.

Managing your finances can, at times, be an overwhelming process.

We believe a quality wealth management firm is one where you can put your money in our hands and go on with your life, confident that we’re taking care of your investments.

While you've been sharpening your skills in your career,

we’ve been sharpening ours on how to be excellent stewards of your hard-earned money. We understand at Fervent Wealth Management that you may not be a finance expert. Fortunately, as financial advisors this is our expertise.

What Sets Us Apart?

We Are Fiduciaries

Several factors set us apart from other firms. For one, we are actual fiduciaries, not just salespeople pretending to be money experts. As fiduciaries, we are legally obligated to put our clients’ best interests first. This works just fine for us because it matches up with our core values.

Another crucial feature of Fervent Wealth Management is that we are a fee-based financial advisor. Unlike other financial advisors who are trying to make a commission, we find that a fee-based approach creates an open dialogue and fosters a long-term relationship with our clients. This allows us to take care of you to the best of our ability.

Confidence

To us, the whole reason you look for investment help is for financial confidence. You want to know your money is where it should be, so you can go on enjoying your life. So, if that sounds like you, and you’re seeking personal financial management, get in touch with Fervent Wealth Management today.

We look forward to hearing from you and helping you with your individual financial management needs. We offer a free initial consultation and have a wide range of services to suit your goals.

Now is the time to act. In the words of Mark Twain, “Twenty years from now, you will be more disappointed by the things you did not do, than by the things you did do.”

The LPL Advantage

As an independent firm, our team of financial advisors at Fervent Wealth Management has the flexibility to offer you access to a wide range of non-proprietary products and services. Without the obligation to sell any particular investment or brand, we focus solely on your financial goals.

Additionally, we enlist LPL Financial, the nation’s largest independent broker/dealer*, to support our firm’s operations and compliance functions, providing our clients with an additional layer of security. With over $1 trillion in brokerage and advisory client assets, ** LPL Financial provides the technology and breadth of services to support sophisticated wealth management solutions.

As a result, LPL Financial is a leading source of collaborative advice for accumulating and managing personal wealth. The Research Team at LPL Financial is one of the largest and most experienced research groups among independent brokerage firms, comprised of seasoned and accomplished industry veterans.

The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claimed for cash. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $600 million, subject to conditions and limitations.

As your financial advocate, we uniquely leverage these valuable resources to prepare and deliver investment ideas designed exclusively to support your financial and personal aspirations.

*As reported by Financial Planning magazine, June 1996-2022, based on total revenue.
** As of August 2, 2022
An explanatory brochure of SIPC coverage is available at www.sipc.org