Insights

Niche Market Focus Wilkerson and Reynolds Wealth Management specializes in serving affluent clients, including families, business owners, public figures, and executives across over 30 states. This targeted market segmentation presents opportunities to offer tailored premium financial solutions and personalized advisory services that cater to high-net-worth individuals seeking comprehensive wealth management.

Growth Potential With revenue between 1 million and 10 million and a relatively small team of 2 to 10 employees, the company shows room for expansion. Business development efforts could focus on introducing scalable technology-driven services, expanding client acquisition strategies, and leveraging partnerships to increase market share and revenue streams.

Technology Integration The company's tech stack includes modern tools such as MySQL, PHP, jQuery Mobile, and SEO strategies, indicating an openness to digital engagement. There is opportunity to upsell advanced fintech solutions like client portals, automated financial planning tools, or CRM systems to enhance client experience and operational efficiency.

Regional Outreach Based in Columbia, Missouri, with a broad geographical reach across many states, targeted regional marketing campaigns and local networking initiatives could attract more high-net-worth clients in underrepresented areas, boosting local market penetration and referrals.

Complementary Services Given the company’s comprehensive financial planning approach and focus on education and communication, there is potential to cross-sell additional financial products such as estate planning, tax advisory, or insurance services. Partnering with specialized providers could diversify revenue sources and increase client retention.

Wilkerson and Reynolds Wealth Management Tech Stack

Wilkerson and Reynolds Wealth Management uses 8 technology products and services including MySQL, Font Awesome, Modernizr, and more. Explore Wilkerson and Reynolds Wealth Management's tech stack below.

  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • Modernizr
    Javascript Libraries
  • jQuery Mobile
    Mobile Frameworks
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Facebook
    Widgets

Media & News

Wilkerson and Reynolds Wealth Management's Email Address Formats

Wilkerson and Reynolds Wealth Management uses at least 2 format(s):
Wilkerson and Reynolds Wealth Management Email FormatsExamplePercentage
First@wrwealth.comJohn@wrwealth.com
86%
First.Last@wrwealth.comJohn.Doe@wrwealth.com
14%

Frequently Asked Questions

Where is Wilkerson and Reynolds Wealth Management's headquarters located?

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Wilkerson and Reynolds Wealth Management's main headquarters is located at 1000 West Nifong Boulevard Bldg 3 Suite 220 Columbia, Missouri United States. The company has employees across 1 continents, including North America.

What is Wilkerson and Reynolds Wealth Management's official website and social media links?

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Wilkerson and Reynolds Wealth Management's official website is planyourfreedom.com and has social profiles on LinkedIn.

What is Wilkerson and Reynolds Wealth Management's NAICS code?

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Wilkerson and Reynolds Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Wilkerson and Reynolds Wealth Management have currently?

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As of April 2026, Wilkerson and Reynolds Wealth Management has approximately 6 employees across 1 continents, including North America. Key team members include Ceo/ Founder: J. W. R.Director Of Advanced Planning: T. K.Wealth Advisor: G. T.. Explore Wilkerson and Reynolds Wealth Management's employee directory with LeadIQ.

What industry does Wilkerson and Reynolds Wealth Management belong to?

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Wilkerson and Reynolds Wealth Management operates in the Financial Services industry.

What technology does Wilkerson and Reynolds Wealth Management use?

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Wilkerson and Reynolds Wealth Management's tech stack includes MySQLFont AwesomeModernizrjQuery MobilePriority HintsPHPYoast SEOFacebook.

What is Wilkerson and Reynolds Wealth Management's email format?

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Wilkerson and Reynolds Wealth Management's email format typically follows the pattern of First@wrwealth.com. Find more Wilkerson and Reynolds Wealth Management email formats with LeadIQ.

When was Wilkerson and Reynolds Wealth Management founded?

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Wilkerson and Reynolds Wealth Management was founded in 2025.

Wilkerson and Reynolds Wealth Management

Financial ServicesMissouri, United States2-10 Employees

At Freedom Wealth Planning, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most. We listen to what our clients care about most – their dreams, challenges, and concerns. Then we put together a plan using a disciplined financial planning and investment process. We show our clients the impact of their financial decisions – before they make them, and how to implement and adjust the plan as their life changes. 

Since January of 2009, it has been our mission to be a resource and assist clients in making informed financial decisions through education, communication, and the financial planning process, while keeping the client’s interest paramount. Utilizing a comprehensive suite of investment management and wealth planning solutions, we serve affluent families, business owners, public figures, executives, and companies in over 30 states. 

Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges, and expenses associated with any investment. Opinions expressed herein are subject to change without notice. Freedom Wealth Planning has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Freedom Wealth Planning has not independently verified, or attested to, the accuracy or authenticity of the information. Information found on this social media site is not intended to be a substitute for specific individualized tax advice. An investor should consult with their financial professional before making any investment decisions.

Section iconCompany Overview

Headquarters
1000 West Nifong Boulevard Bldg 3 Suite 220 Columbia, Missouri United States
NAICS Code
52 - Finance and Insurance
Founded
2025
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Wilkerson and Reynolds Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Wilkerson and Reynolds Wealth Management's revenue is estimated to be in the range of $1M$10M

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