Isaac Garber

I partner with clients to align their financial decisions with their life goals—helping them plan, grow, and protect their wealth.

I am a financial advisor and Certified Public Accountant (CPA) with a strong background in tax return preparation and tax planning. With experience that bridges both the tax and investment sides of personal finance, I help clients make confident, well-informed decisions about their money. I enjoy offering guidance on everything from building investment strategies to minimizing tax burdens — always with a focus on what matters most to each individual client.

Whether you're planning for retirement, growing your wealth, or just looking to get a better handle on your finances, our collaborative strategy will bring clarity and a practical approach to every step of your journey.

I’ve lived in Central Missouri my entire life and truly value the strong sense of community that comes with being part of this region. In addition to working with individuals, I enjoy working with local business owners and have a deep appreciation for the farming community; their work ethic, long-term mindset, and resilience reflect many of the same principles I bring to financial planning.

Outside of work, you’ll usually find me on the golf course, playing guitar, or spending quality time with my wife, niece, and nephews. Whether it’s a quiet evening with family or supporting local businesses, I believe life is richest when it’s rooted in meaningful relationships and a strong connection to the people around you.

Achievements:

• Certified Public Accountant (CPA)
• Licenses – Insurance, SIE, Series 7 Top Off, & Series 66
• Graduate of the University of Central Missouri – Master of Arts in Accountancy