With beautiful lakes, perfect landscapes and gorgeous views, we couldn’t have asked for a better area to grow our firm. We love our home and the people who reside here, so we built our office with the goal of giving them the best chance to reach financial freedom. When you work with us, you have our full team at your disposal. We leverage our decades of experience to help you achieve every one of your life’s ambitions. Come aboard with us at PCIA of the Ozarks as we create a lasting partnership centered around your best intentions and dreams.
Our Mountainous Mission
Our mission is to simply give each client we serve peace of mind and time in their financial life cycle. In doing that, we pair your good intentions with right direction. That means understanding how you operate in your daily life and knowing that you only want what’s best for yourself and your family. Our promise to you is that any action we take will be aligned with your goals, no matter what they might be. Whether you are looking to grow everything you’ve worked so hard to build, protect your hard-earned assets or transition those same assets to the future of your family, or any other goal, we stand by your side, ready to employ our innovative strategies that we’ve spent our lives working toward mastering.
The Destination-Driven Process
We are driven by the destination. What does that mean? Well, we marry your goals, ambitions and values with a means to explore and achieve them. We believe that we have a process in place that allows you to reach your ideal lifestyle, and with a clear, concise, step-by-step system, we aim to help you find your ideal vision of comfort and safety. We believe that this can save you time, instill confidence in your financial decision making and give you peace of mind. Learn more about our process below.
Service-Based Values
We don’t take a single action that doesn’t align with our values, which are client-driven and built around the optimization of your unique plan. Additionally, we look to make these values evident in our behavior, and they’re our lighthouse, guiding our ship toward quality relationships beyond anything else. Here are our core principles that drive our service-oriented goals and propel us to achieve our mission of helping you reach the retirement you desire and deserve.
Service-Based Values
We don’t take a single action that doesn’t align with our values, which are client-driven and built around the optimization of your unique plan. Additionally, we look to make these values evident in our behavior, and they’re our lighthouse, guiding our ship toward quality relationships beyond anything else. Here are our core principles that drive our service-oriented goals and propel us to achieve our mission of helping you reach the retirement you desire and deserve.
The PCIA of the Ozarks Team
Our team is the heartbeat of our firm, upholding our philosophies and ensuring that each of our clients are treated to the highest standards of service. We are students of the market, knowing that there are always learning opportunities to help us improve your standing, but we’re also historians with a strong grasp on previous trends and patterns. We also know that our clients aim to reach financial independence, so we guide them with the right direction and proper tools so they can reach that independence. Meet our team below!
Bucks N’ Trucks
Welcome to Bucks N’ Trucks featuring Collin Gimlin and Christian Conner with Prime Capital Investment Advisors of the Ozarks. In our opinion, there is not a better time of the year than deer season. We enjoy driving the trucks through the woods, unwinding in nature and the adrenaline when a big buck is in sight. There is one thing, however, that gets us even more excited. That is a well-put-together wealth management plan that leads people to a work-optional lifestyle. So, we decided to pair our two passions together, leading us to Bucks N’ Trucks. We talk about hunting bucks, saving bucks and everything in between while cruising around the heart of the Ozarks in trucks. Hop on in and learn about the power you hold in your financial life with everyday tips you can adopt to strive toward your ideal life. Check out every episode of Bucks N’ Trucks now!
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Are you confident in your current financial plan?
Fill out the form below, and we’ll be in touch shortly!
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