1985
Roger begins his career in public accounting.
About Advisor Ink Financial
One firm for your wealth, your taxes, and your legacy.
Tax, investment, insurance, and real estate strategy, coordinated under one roof. Founded in 1995 by Roger A. Rekate, CPA.
Founder & President
Roger A. Rekate, CPA
Get in touch
- Phone (417) 881-2080 ext. 101
- Toll-free (855) 881-5440
- Email rrcpa@advisorink.com
- Offices Springfield · St. Louis, MO · Springdale, AR
Our firm
Three decades of careful work for families who've built something worth keeping.
Advisor Ink Financial brings tax, investment, insurance, and real estate planning together under one roof. The premise is simple: the decisions that protect a family's wealth are made before year-end, not at tax time. Our team builds each plan around your specific assets and goals, and brings in specialists from a trusted national network whenever the work deserves a dedicated expert.
Today the firm advises more than 2,500 clients on wealth, retirement, tax, and real estate strategy from offices across Missouri and Arkansas. In 2021 alone, our planning helped clients save over $7 million in taxes.
Our founder
Roger A. Rekate, CPA.
Roger began his career in public accounting in 1985 and earned his CPA in 1988. He holds a bachelor's degree in accounting from Missouri State University.
In 1995 he combined accounting with financial services, founding the practice that became Advisor Ink Financial. He had recognized a major planning gap: most CPAs only saw their clients at tax time, long after the meaningful decisions could still be made. Roger built the firm around proactive, pre-year-end planning, and as an Investment Adviser Representative coordinates investment strategy through the firm's affiliate, Advisor One, LLC. His career has also included managing commercial real estate projects, giving him an unusually practical perspective on how complex assets move through a plan.
Roger lives with his wife Theresa. Together they have five children and five grandchildren. Outside the office he enjoys sports, sprint triathlons, hunting, and farm life. Those values show up plainly in the firm's patient, long-horizon approach to client work.
Founder's credentials
The experience behind the firm.
- Certified Public Accountant (CPA)40 years of public accounting experience
- Bachelor of Science in AccountingMissouri State University
- 30 Years of Comprehensive PlanningTax · investment · real estate · estate · succession
- 30 Years of Real Estate PlanningDispositions · Deferred Sales Trusts · 1031 strategy
A brief history
Four decades, in brief.
1995
Founds Advisor Ink Financial, recognizing that the meaningful planning work happens before year-end, not at tax time.
2007
Narrows the accounting practice to tax consulting only, so every hour of tax work serves the plan rather than the filing deadline.
2021
Planning strategies save clients in excess of $7 million in taxes in a single year.
The Strategic Planning Team
More than one advisor. An entire team behind your plan.
Roger leads the practice, but the day-to-day care of your plan is handled by a dedicated team. Many firms call themselves "boutique." Few actually show you who's behind the work.
Roger A. Rekate, CPA
President · Investment Adviser Representative
Stacie Wells
VP of Strategic Planning & Impact
Abigail Coats
Strategy & Growth Director
Sarah Plumb
Business Development & Marketing
Mary Gibson
Executive Assistant
Ashley Porter
Administration & Design
Cris Graif
Agent & Technology
Our mission
To help increase our clients' overall net worth with tax, investment, and real estate strategies, including estate, succession, and legacy gifting goals.
Let our strategic planning team coordinate and plan your wealth for you and your family, for generations to come.
In their words
Trusted by families and business owners for three decades.
Client statements reflect individual experiences and are not a guarantee of future results.
Roger A. Rekate, CPA showed us the Deferred Sales Trust Strategy and we were able to save millions in taxes. Real estate planning for highly appreciated assets was completed for me and my partners.
I have appreciated the efforts Advisor Ink Financial has given our company to help save an estimated 50% per year over year in taxes. Roger has given us strategies and solutions holistically to implement.
Complimentary resource
Advisor Forever, by Roger A. Rekate, CPA.
Roger's most-requested publication, free for the asking: strategies to increase your net worth, defer taxes on highly appreciated assets, and organize your finances. Includes access to the Advisor Forever software.
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