Wakefield Hare, CFP®
Founder and principal. Wakefield leads complex planning relationships and the firm's investment and planning approach, with particular experience serving business owners, farm families, and people nearing retirement.
About Greater Than Financial
A financial planning firm built around clear advice.
We help families make thoughtful financial decisions with independent advice built around their lives, not product sales or hidden incentives.
Why the firm exists
Greater Than Financial was founded in Savannah to make independent, evidence-based financial planning available in the communities where we live and work.
Our job is to understand the life behind the numbers, bring the important decisions into one plan, and explain the tradeoffs clearly. Clients should understand what we recommend, why it fits, and what comes next.
IndependentWe are not owned by a bank, broker-dealer, insurance company, or fund company.
Fee-onlyGTF's advisory compensation comes from client fees. GTF does not receive product commissions.
FiduciaryWe are committed to putting the client's interest first in every recommendation.
The team behind the plan
A team built for continuity.
Emalee is often the first person clients hear from and helps keep preparation and follow-through moving. Wakefield and Donovan lead planning conversations and coordinate investment decisions. The team shares context so the relationship does not depend on one person holding the whole picture.
Donovan Brooks, CFP®, CKA®
Senior financial planner. Donovan brings another experienced planning perspective and helps families connect financial decisions with the goals and values that matter most to them.
Emalee Wheeler
Client service and operations associate. Emalee is often the first point of contact, helping clients navigate account service, paperwork, meeting preparation, and follow-through.
How we operate
Greater Than Financial is registered as an investment adviser in Missouri and Kansas. CRD 281703. We build diversified, low-cost investment portfolios and coordinate planning decisions with a client's accountant, attorney, insurance professional, and other advisers when authorized.
Our office is at 412 Court Street in Savannah, Missouri. Meetings may take place in person or by video based on the client's needs and the team's availability.
New relationships begin with a no-cost fit review. A team member reviews what you share, explains the most useful route, and tells you what it requires, including any fee, before you decide whether to continue.
A useful place to begin
Tell us where you are. We'll help you find the next step.
Share a few details about your current situation and what you want to accomplish. We'll guide you toward the most useful path, such as an advisor conversation, a practical course, or another resource. There is no cost to begin.