As a business owner, your business is likely a significant part of your wealth building plan. Commerce Financial Advisors understands and that is why we help business owners with everything from business investments to succession planning.


Just like in your business, achieving your financial goals isn’t likely to happen without a plan. Your Financial Advisor will:

  • Work with you to identify your business’s financial goals and needs

  • Analyze your current investments

  • Create a customized strategy that meets your business’ specific goals


Support for business owners and key executives

  • Employee Benefits - Develop customized retirement plans to attract and retain employees, including SEP IRAs

  • Business Succession Planning- Ensure the future of your business with business succession planning

  • Investment Planning - Review your individual and business investment strategies to verify your goals are on track


Learn More about small business solutions from a commerce financial advisor


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Securities and Advisory services provided through Commerce Brokerage Services, Inc., member FINRA, SIPC, and a registered investment advisor. Insurance products are offered through Commerce Insurance Services, Inc. Both entities are subsidiaries of Commerce Bank.

Investments in securities and insurance products are Not FDIC insured; Not Bank-Guaranteed and May Lose Value.

This site is not intended for use by, or to provide any information to, investors in any state where Commerce Brokerage Services, Inc. is not registered or in any jurisdiction outside the United States of America where such use would be prohibited or otherwise regulated. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.