Craig Wright, MBA, CFP®, ChFC®

I’ve always believed money should be a tool to build the life you want, not a source of stress. That’s why I help individuals and families create clear, strategic plans with the goal of providing confidence and clarity. My focus is on holistic, tax-smart strategies for retirement, investing, and legacy planning, all explained in plain language so you always feel in control.

My career began in higher education as an admissions counselor guiding families through the college admissions process. Those conversations about paying for college taught me something powerful: planning ahead changes everything! That insight inspired me to become a financial advisor, where I could help families make informed, proactive decisions that set them up for long-term success.

Today, my work goes beyond my clients. I was honored to be appointed to the Department of Labor’s ERISA Advisory Council for 2025-2027, where I help shape policies that impact retirement plans for millions of Americans. It is a privilege to bring a client-first perspective to this important work.

Outside the office, life is all about family. I love spending time with my wife and our two kids, heading to Table Rock Lake, playing guitar, golfing, hunting, and discovering new places together. Faith and community matter to me, too. I’m an active member of Ridgecrest Baptist Church and a lifelong Springfield resident.

Along the way, I’ve been recognized as a 2015 Springfield Business Journal 40 Under 40¹ honoree, consistently qualified for the NAIFA Quality Award², and been recognized as a Five Star Wealth Manager³. These honors are meaningful, but what matters most to me is helping people feel confident and in control of their financial future.

If you’re looking for a dedicated advisor who combines professional experience with a personal approach, I’d love to start that conversation.

1. On March 23, 2015 Craig Wright was named by Springfield Business Journal as 40 Under 40 for 2015. No compensation was provided to Springfield Business Journal to obtain inclusion on the list. There are no fees to utilize the honor in marketing materials. Criteria may not be directly related to the quality of investment advice provided.
2. On October 29, 2024 Craig Wright was named by NAIFA as NAIFA Quality Award recipient for 2024. No compensation was provided to NAIFA to obtain inclusion on the list, but there is a licensing fee to utilize the award in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on www.belong.naifa.org/nqa.
3. On May 12, 2025 Craig Wright was named by Five Star Professionals as Five Star Wealth Manager for 2025. No compensation was provided to Five Star Professionals to obtain inclusion on the list, but there is a licensing fee to utilize the Five Star Professionals logo in marketing materials. Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf.