Lincoln Financial Advisors

About Us

Neil A. Carr, CFP®, CRPC is a financial planner for Lincoln Financial Advisors. For over a decade he has devoted his professional career to helping individual investors and their families work toward their investment and financial goals. Neil is the trusted financial advisor to a diverse group of individuals and families, including business owners, executives, attorneys, physicians, engineers, professors, retirees and many others. His clients are located in the Columbia and St. Louis, Missouri area.

Neil holds a Bachelor of Science in Business Administration, with emphases in Finance, Economics, and Real Estate from the University of Missouri. He has earned the CERTIFIED FINANCIAL PLANNER professional certification and the Chartered Retirement Planning Counselor designation. He lives in Columbia with his wife, Holli and their son. Neil is a member of the Columbia College St. Clair Society and Columbia College 1851 Society, is an advisory board member of the Central Missouri Counties Foster Grandparent organization,  and is a member of the Columbia Homeschooling Resource Group.

Mike Wheeler, CFP® is a financial planner with Lincoln Financial Advisors. Mike holds a Bachelor of Science in Personal Financial Planning from the University of Missouri and has earned the CERTIFIED FINANCIAL PLANNER professional certification. He is also a member of the Mid-Missouri Estate Planning Council. He lives in Columbia with his wife Erin.

We have built our advisory practice by combining a sound investing methodology with holistic financial planning and first-class client service. Today, we are one of the leading independent advisors in the wealth management industry.

As a member of the Lincoln Financial Advisors team we have at our disposal a strong group of professionals that include CERTIFIED FINANCIAL PLANNERS practitioners, Chartered Financial Consultants, Chartered Life Underwriters, those experienced in accounting, and other associates whose expertise encompasses the financial and tax reduction strategies that support wealth accumulation and preservation. Our associates work as a team to provide clients with comprehensive financial, retirement, investment and estate planning using proven strategies and state of the art software. When a financial plan is completed, the professionals at Lincoln Financial Advisors are licensed to sell and service the financial products to implement their clients plan. These products are provided by Lincoln Financial Group affiliated companies as well as a number of companies independent of Lincoln Financial Group.?

These products include:

Investments:
Stocks & Bonds
Mutual Funds
Variable Annuities
Asset Management Programs

Insurance:
Life Insurance
Fixed Annuities
Disability Income Insurance
Major Medical
Long Term Care

Employee Benefits:
Profit Sharing,
401(k) & 403(b) plans
Group Insurance
Employer Sponsored Life Insurance

Our association with Lincoln Financial Advisors, afford our clients the best of two worlds: the experience and financial stability of a long standing financial institution, and the individual service that comes from having a personal financial advisor.? At Lincoln Financial Advisors, our main service is to provide you an objective and comprehensive financial plan. We use a proven, defined process to produce a customized financial plan written specifically for you. Contact Neil & Mike today.

Neil A. Carr and Mike Wheeler are registered representatives of Lincoln Financial Advisors Corp.

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. CRN201102-2050956

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