Wealth Management

 
 

Financial Guidance, Backed by Experience

At Missouri Valley Wealth Management (MVWM), a subsidiary of Bank of Franklin County, we’re here to help you plan for the future you deserve. Through our relationship with Cetera Investment Services LLC — a registered broker-dealer and licensed insurance agency — we’re proud to offer access to a wide range of investment and insurance solutions, backed by the strength and support of a nationwide network.
 
Whether you’re just getting started, planning for retirement, or navigating life’s big changes, financial advisor Jake Erwin is available to meet with you at any BFC location. With personalized guidance and a practical, approachable style, Jake is here to help you move forward with confidence.


Why Work with a Financial Advisor?

You’ve worked hard for what you’ve earned — now it’s time to make sure it’s working for you. A financial advisor can help you:
  • Set clear, realistic financial goals
  • Create a strategy for short-term and long-term needs
  • Prepare for unexpected life events
  • Track progress through regular reviews and digital access to your accounts
Through a one-on-one, ongoing relationship, your advisor can offer timely insights and strategies that adjust with you — because your goals aren’t one-size-fits-all.


A Personalized Approach to Your Financial Life

Your financial journey is unique. That’s why Jake takes time to understand your full financial picture — from current assets to future priorities — and builds a plan that’s tailored to your needs. Together, you’ll explore key areas such as tax strategies, retirement planning, risk management, and estate planning strategies to help close any gaps and keep your goals on track.


What We Offer

Through Cetera Investment Services, we offer a wide variety of tools and services to help you make informed decisions about your financial future. These include:
  • Comprehensive financial planning
  • Retirement planning and income strategies
  • Investment management
  • Education funding strategies
  • Insurance and annuities
  • Estate planning strategies
  • Tax planning strategies*
*For a comprehensive review of your personal situation, please consult with a legal or tax advisor. Neither Cetera Investment Services nor any of its representatives may provide legal or tax advice.
 

Let’s Talk

If you’re ready to take the next step — whether it’s building a solid plan, reviewing your portfolio, or simply asking questions — Jake Erwin at Missouri Valley Wealth Management is here to help. Reach out or visit your nearest BFC location to schedule a conversation.
 

Jake Erwin, Financial Advisor

Missouri Valley Wealth Management
900 East 8th Street
Washington, MO 63090
 
636.239.6600
 
 
Check the background of this investment professional on FINRA’s BrokerCheck
 

Missouri Valley Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is not affiliated with the financial institution where investment services are offered. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Investments:

ARE NOT FDIC/NCUSIF INSURED MAY LOSE VALUE ARE NOT FINANCIAL INSTITUTION GUARANTEED ARE NOT A DEPOSIT ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
 

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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at https://www.ceterafinancialinstitutions.com/.

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