Updated:Aug 11, 2026

Greater Than Financial

Greater Than Financial is a fee-only financial planning firm that helps families and business owners coordinate investments, retirement, taxes, estate...

Greater Than Financial

Greater Than Financial is a fee-only financial planning firm that helps families and business owners coordinate investments, retirement, taxes, estate questions, and major life decisions. It provides independent, evidence-based advice as a fiduciary and builds diversified, low-cost investment portfolios. The firm is based in Savannah and serves families throughout St. Joseph and Northwest Missouri.

Website

greaterthanfinancial.com

linkedin.com/company/wakefield-hare

General information

Firm type

Asset Manager

Year founded

2015

Location

Region

North America

Country

United States

City

Savannah

Principals

Wakefield Hare

CFP® — Founder and Principal

Donovan Brooks

CFP®, CKA® — Senior Financial Planner

Emalee Wheeler — Client Service and Operations Associate

Who runs investment decisions at Greater Than Financial?

No named investment professionals or decision-makers have been publicly identified for Greater Than Financial. The firm does not appear to have a public leadership page or regulatory filings that disclose principals (public record). Institutional allocators seeking a management team will need to request this information directly from the firm.

Does Greater Than Financial have any verifiable portfolio companies or deal history?

No portfolio companies, direct investments, co-investments, or fund commitments have been publicly disclosed for Greater Than Financial. The firm does not appear in major deal databases or press releases (public record). This absence makes track-record verification challenging.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Aug 11, 2026. Continuous refresh with full update cycles at least every 30 days.