| 3P Wealth Advisors traces its roots to 2001, when Jones Investment Group was founded by Merle Jones following his 23-year career in the United States Army. His mission was simple: help military service members and their families confidently transition into retirement by providing trusted guidance on retirement planning and survivor benefit options. In 2018, Merle partnered with Bill Lockwood, CERTIFIED FINANCIAL PLANNER™, and President of Life Stages Financial Planning, to expand the firm's financial planning services. Since 2006, Bill has been dedicated to helping individuals and families understand where they are today, define where they want to be, and build a personalized plan to achieve their financial goals When Merle retired in 2023, Bill assumed leadership of the firm, continuing its tradition of personalized service while expanding the resources available to clients. Today, the firm serves clients from offices in St. Robert and Ellisville, Missouri, with additional support through an affiliated office in Denver, Colorado. As our firm has grown, our name has evolved as well. Today, we are proud to be 3P Wealth Advisors, a name that reflects the principles that guide every client relationship: Protect Today. Plan for Tomorrow. Preserve Your Legacy. These three commitments are at the heart of everything we do. Our team provides comprehensive financial planning tailored to each client's unique goals and circumstances. In addition to investment and retirement planning, our services include tax planning strategies, college funding guidance, estate and trust planning, and advanced financial modeling designed to help clients make informed decisions with confidence. We also continue to invest in technology that makes managing your financial life easier. Clients enjoy secure online access to their accounts, financial planning tools, and timely market updates, while continuing to receive the personal attention and trusted advice that have been the foundation of our firm for more than two decades. Whether you're preparing for retirement, growing your wealth, or planning the legacy you hope to leave, we're here to help you make confident financial decisions—today and for years to come. |
