We believe in an active financial planning process that delivers a comprehensive view of your financial journey—with conversations and support at every turn.
We believe in an active financial planning process that delivers a comprehensive view of your financial journey—with conversations and support at every turn.
Your needs evolve over time, and we work closely with you to build a holistic strategy that aligns with your short- and long-term plans.
Our financial planning services and resources can help set you on the right path to wealth accumulation, preservation and protection.
Manage your progress and plans on your time with UMB's 360Direct, online banking and the UMB Mobile Banking App.
As a UMB client, your specific needs are served by direct access to a team of advisors with experience in financial and estate planning, investment management, private banking, trust administration and risk management. Within each of these areas of specialty, UMB has a robust suite of products, services and resources to help maximize and protect your assets and your legacy.
Strategic financial planning is essential to maintaining peace of mind as you move through the ever-changing stages and events of your life. Your UMB experience will begin with an evaluation of your personal and financial circumstances so we can understand where you are now and where you want to be.
Financial plans are tailored to you—there is no one-size-fits-all strategy—and customization provides the detail and tactics that help you manage your wealth. UMB financial professionals home in on what matters most to you and establish steps to align behaviors with plans so you can get what you want.
Your financial professional will help you discover your areas of strength and identify any areas you may improve upon to maximize success. Whether you want to optimize your lifestyle, establish your legacy or build your wealth, we can offer personalized service and support.
At UMB, your financial journey is our focus. That means your specialized team will provide the experience, support and one-on-one guidance to help you make savvy and sound financial choices. You will have access to specialists in a variety of industries—from investments and trusts to retirement and estate management—to ensure you receive the attention, expertise and personalization you deserve.
To help you prepare for your financial consultation, below are some steps you can expect once you connect with UMB.
With your UMB online account dashboard, you can see all your financial accounts--from UMB accounts to accounts at other banks, as well as investments, retirement accounts and more. Designed with you in mind, UMB 360Direct equips you with data to ensure your plan is tailored precisely to you.
With UMB’s Decision Center, you can input a variety of choices and variables that are on the table for your financial plan. The tool will then provide a forecast for how these variables could impact your goals or change your financial picture.
Personalize your dashboard with photos and items that help your keep the most important things front and center—whether it’s goal-oriented or family-focused.
The recent COVID-19 pandemic has made it difficult to plan much in the way of the future right now. From when your children will go back to school to when you will return to the office, it feels like there isn't much we have control of. This is particularly true when it comes to your finances.
New legislations and rule changes provide increased flexibility in retirement planning, but that doesn't mean your should stray from the long-term view.
We deliver a full-service experience with a dedicated wealth advisor team providing customized investment guidance based on your goals.
Learn moreYou’ve spent a lifetime achieving your dreams and growing your assets. Naturally, you’d like to have control over the future of your hard-earned capital.
Learn moreFinancial planning services are offered by UMB Private Wealth Management and UMB Financial Services, Inc. UMB Private Wealth Management is a division within UMB Bank, n.a. that manages active portfolios for individuals, fiduciary accounts, employee benefit plans, endowments and foundations. UMB Bank, n.a., is a subsidiary of UMB Financial Corporation. UMB Financial Services, Inc.is a wholly-owned subsidiary of UMB Financial Corporation and an affiliate of UMB Bank, n.a.
Securities are offered through UMB Financial Services, Inc. member FINRA, SIPC, or UMB Private Wealth Management.
*Insurance products provided by UMB Insurance, Inc., a subsidiary of UMB Bank, n.a. but a separate company from the bank.
Securities and insurance products are: NOT FDIC INSURED • NO BANK GUARANTEE • NOT A DEPOSIT • NOT INSURED BY ANY GOVERNMENT AGENCY • MAY LOSE VALUE