Starkel Wealth Advisors

Starkel Wealth Advisors is a wealth management firm in Nixa, Missouri. The firm works with business owners, entrepreneurs, retirees, and families, offering financial planning, trusts and estates guidance, and investment management. Its founder and CEO, Ian Starkel, served in the U.S. Air Force before managing high-net-worth client assets at Wells Fargo, TD Ameritrade, and Fidelity Investments. With more than 20 years of experience across some of the largest firms, he launched Starkel Wealth Advisors to help clients navigate their finances confidently. The firm serves clients nationwide from offices in Springfield, Missouri and Sarasota, Florida, and holds a 5.00 rating from the customers who have reviewed it. Starkel Wealth Advisors builds tailored strategies covering budgeting, investing, and risk management. Its financial planning work helps clients set goals for retirement funds, debt management, and major purchases. Trust and estate planning covers structuring trusts, designating beneficiaries, and creating plans that carry out clients' wishes. The investment approach centers on portfolios aligned with each client's goals, risk tolerance, and time horizon, with adjustments as market opportunities shift. Starkel Wealth Advisors coordinates investment strategy, tax efficiency, retirement income planning, and long-term wealth protection into one plan. It describes its role as simplifying complex financial decisions, and its clients include people who want clarity and structure rather than more products or market predictions. The firm is veteran owned and operated, and its founder's background includes work with clients of all ages and backgrounds. It is a registered investment adviser with the state of Missouri and California. Starkel Wealth Advisors holds a 5.00 rating from the customers who have reviewed it, a reflection of the guidance clients receive as they plan for retirement and major financial transitions. For Nixa and the surrounding Ozarks region, the firm brings together investment management, estate planning, and retirement income strategy under one roof.