# Greater Than Financial

Greater Than Financial is an Asset Manager based in Savannah, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Savannah, United States
- **Region:** North America
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** https://greaterthanfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/wakefield-hare

## Regulatory record

- **CRD number:** 281703
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281703

## About

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.

## People

- Wakefield Hare — CFP® — Founder and Principal
- Donovan Brooks — CFP®, CKA® — Senior Financial Planner
- Emalee Wheeler — Client Service and Operations Associate

## Questions

### 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.

## Related profiles

- [Prism Wealth Management](https://altss.com/profile/prism-wealth-management)
- [Capra Credit Management, LLC](https://altss.com/profile/capra-credit-management-llc)

---

Last updated: 2026-08-11T15:06:57.816Z

Canonical page: https://altss.com/profile/greater-than-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology