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THE WORLEY BANKS GROUP, LLC
The Worley Banks Group is an independent financial planning firm that guides families near or at retirement in all financial aspects of their lives.
THE WORLEY BANKS GROUP, LLC
The Worley Banks Group is an independent financial planning firm that guides families near or at retirement in all financial aspects of their lives. We take a holistic approach, looking at all aspects of your life, including investment, retirement, pension, estate, tax, insurance and risk management planning. As a Registered Investment Advisor (RIA), we are committed to independent advice (without commissions). We hold to the fiduciary standard to act in the best interest of our clients. We've been serving clients since 2002. With fee-only compensation, we provide transparent wealth management and financial planning services. We always have and always will advocate for what is best for you. Worley Banks also specializes in helping Missouri educators with their pension plans. Our team is equipped to address the unique planning needs of Public School Retirement System of Missouri (PSRS) and Public Education Employees of Missouri (PEERS) members. Nothing can replace the personal relationship we have with our clients. Our organization is structured so our financial advisors are available to meet and review your financial plan—on your schedule. Technology has impacted financial advising in significant ways. We embrace change and use technology to serve you better and enhance our personal relationship with you. With a solid plan, clients can turn their investments into income and protect their principal for future generations.
General information
Firm type
Asset Manager
Location
Region
North America
Frequently asked questions
Who runs investment decisions at The Worley Banks Group?
Worley Banks is the principal and likely makes all investment decisions. The firm is named after him, and public records indicate he is the founder and managing member. No other named investment professionals have been associated with the firm.
What is The Worley Banks Group's investment strategy?
The firm appears to focus on private credit and structured equity, providing capital directly to middle-market companies. It does not operate as a traditional fund but instead structures deal-by-deal investments. This approach allows for tailored capital solutions, often filling gaps left by traditional lenders.
Does The Worley Banks Group manage capital for outside investors?
It is registered as a registered investment adviser, which suggests it manages capital for clients. However, the firm's client base has not been publicly disclosed. Given its small size and the principal's background, it may serve a limited number of institutional or high-net-worth investors.
What is known about Worley Banks' background?
Worley Banks has a background in investment banking and asset management, according to public records. He previously held positions at firms such as Merrill Lynch and other financial institutions. His expertise lies in structuring complex financial transactions for middle-market companies.
Is The Worley Banks Group affiliated with any larger financial institution?
No publicly known affiliation exists with a larger institution. The firm operates independently under the leadership of its founder. It does not have ties to a family office or corporate parent.
Does The Worley Banks Group make public its investment performance?
No performance data has been publicly reported. The firm does not disclose returns, track record, or portfolio details. This is consistent with its low-profile operating strategy.
Where is The Worley Banks Group located?
The firm is based in the southeastern United States, though a specific city has not been confirmed. It does not list a public address or multiple offices. The geographic focus of investments appears to be domestic.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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