What does a financial advisor do?

A financial advisor helps you create and execute a comprehensive financial plan tailored to your goals. At SRG Financial Advisors, this includes wealth management, tax planning, retirement strategies, risk management, and legacy planning — all delivered through our proprietary Mile Marker FORMula process.

What is a work-optional lifestyle strategy?

A work-optional lifestyle strategy is a financial plan designed to give you the freedom to choose whether — and how much — you work, rather than being forced to work out of financial necessity. SRG Financial Advisors specializes in building these strategies for successful families, business owners, and top professionals in Missouri.

What is the Mile Marker FORMula?

The Mile Marker FORMula is SRG Financial Advisors' proprietary financial planning process. It encompasses over 100 services organized into Seven Pillars of Financial Planning: Wealth Management, Risk Management, Tax Planning, Legacy Planning, Cash Management, Philanthropy, and Value-Added Services. It is designed to guide clients through every predictable financial milestone in their life.

Who does SRG Financial Advisors serve?

SRG Financial Advisors serves successful families, business owners, and top-of-their-field professionals in the Lake of the Ozarks, Columbia, and Kansas City areas of Missouri. Clients typically have complex financial needs and aspire to a work-optional lifestyle while building a lasting investment legacy.

Is SRG Financial Advisors a fiduciary?

SRG Financial Advisors operates as an independent, client-focused firm. Advisory services are offered through USA Financial Securities, a registered investment adviser. As an independent firm, SRG Financial Advisors is able to recommend the right products and solutions for each client's unique situation.

Where is SRG Financial Advisors located?

SRG Financial Advisors' primary office is located at 1055 Ozark Care Drive, Osage Beach, MO 65065, in the Lake of the Ozarks area. The firm also serves clients in Columbia and Kansas City, Missouri. You can reach them at (573) 302-7212.

How do I get started with SRG Financial Advisors?

Getting started with SRG Financial Advisors involves three steps: Discover (explore your goals and learn about our capabilities), Design (understand your risk tolerance and structure your plan), and Deploy (implement your customized strategy). You can begin by booking a meeting with an advisor at srgfinancialadvisors.com.

About Us

About SRG

SRG Financial Advisors specializes in serving the needs of successful families, business owners, law enforcement, educators, and top-of-their-field medical and other professionals who, among other things, aspire to a work-optional lifestyle and seek to secure their investment legacy.

Our decades of experience in the business constantly remind us that the journey to financial independence is fluid and dynamic. With that thought in mind, we apply our proprietary process, The Mile Marker FORMula™, to craft individual plans for each of our clients, helping them build greater confidence as their lives unfold and their needs evolve.

When working in an advisory capacity, we operate as fiduciaries, legally and ethically committed to acting in your best interests. And as independent financial advisors, unlike many captive advisors, we don’t have a company axe to grind. Instead, we have nationwide access to investment products and insurance companies, enabling us to offer recommendations tailored to your plan’s unique needs. We don’t believe in one-size-fits-all solutions or siloed and often misaligned strategies. True success comes when planning, risk management, and investing go hand in hand, with every decision intentionally guiding you along your Mile Marker journey towards your unique goals, values, and vision for your future.

We believe in no pressure, no hidden agendas, just honest conversations, thoughtful analysis and guidance, and intentional planning and execution.

Our Process

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Our Team

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Our Standards, Licensure & Designations

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Our Locations

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Frequently Asked Questions

SRG Financial Advisors specializes in serving successful families, business owners, law enforcement professionals, educators, and top-of-their-field medical and other professionals who aspire to a work-optional lifestyle and want to secure their investment legacy.
Yes. When working in an advisory capacity, SRG Financial Advisors' wealth advisors operate as fiduciaries, meaning they are objective and selective, and only offer investment products and services they believe are best suited to help meet each client's financial goals.
SRG Financial Advisors is an independent firm, not a captive advisor tied to one company's products. That independence gives the firm nationwide access to investment products and insurance companies, so recommendations can be tailored to each client's plan rather than steered toward proprietary offerings.
No. SRG Financial Advisors does not believe in one-size-fits-all solutions or siloed, misaligned strategies. Each plan is built individually using the firm's proprietary process, The Mile Marker FORMula™.
The Mile Marker FORMula™ is SRG Financial Advisors' proprietary process for building individual financial plans. It's used to craft a customized plan for each client and help them build greater confidence as their lives unfold and their needs evolve.
The Mile Marker journey is SRG Financial Advisors' term for a client's ongoing path toward their unique goals, values, and vision for the future, guided by planning, risk management, and investing decisions that work together intentionally rather than in isolation.
SRG Financial Advisors believes true success comes when planning, risk management, and investing go hand in hand. Handling them separately or in silos can lead to misaligned strategies, so every decision is intentionally coordinated to guide clients toward their goals.
SRG Financial Advisors offers no pressure and no hidden agendas — just honest conversations, thoughtful analysis and guidance, and intentional planning and execution built around each client's unique circumstances.
SRG Financial Advisors brings decades of experience in the financial planning business, which the firm says continually reinforces the idea that the journey to financial independence is fluid and dynamic rather than a one-time plan.
No. As independent financial advisors, SRG Financial Advisors has no company axe to grind. The firm has nationwide access to investment products and insurance companies and selects recommendations based on what fits each client's plan.