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Best Financial Advisors in St. Charles

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Angell Capital Management logo

Angell Capital Management

3660 West Clay Street, Saint Charles, MO 63301
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  • Certified Financial Planner (CFP)

Angell Capital Management has been catering to customers in the St. Charles metro and the surrounding areas since 2000. It offers financial planning services, which involve learning about the clients' current situation, exploring options, and presenting possibilities to help them make informed decisions. It also provides portfolio and wealth management solutions, such as asset allocation, cost consideration and minimization, and global diversification. Scott Angell, the founder, is a member of the Financial Planning Association and the Investments and Wealth Institute.

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AXIUS Financial logo

AXIUS Financial

2085 Bluestone Drive, St. Charles, mo 63303
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  • Certified Financial Planner (CFP)
  • Retirement Planning

AXIUS Financial serves residents of St. Charles and the nearby communities. It offers personalized financial planning services to help people realize their goals, including retirement. It takes various aspects of its clients’ financial life into account to create plans that meet their specific needs, determines how to allocate assets through investments, and advises them on ways to minimize tax liabilities. The firm also provides annual reviews to determine if life situations necessitate changes in their plans. Founder and CEO Jeff Locker holds a Chartered Financial Consultant designation.

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Blattel & Associates logo

Blattel & Associates

1258 Jungermann Road, Saint Peters, MO 63376
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Blattel & Associates is an independent financial planning firm that serves individuals and families in St. Charles and neighboring communities. It offers investment management and retirement planning services focused on helping clients achieve their financial goals. Its team educates and guides clients to making informed financial decisions. The family-owned and family-operated company has been in operation since 1977. Its founder, Robert J. Blattel, is a Certified Financial Planner and a member of the Financial Planning Association.

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Cornerstone Wealth Management LLC logo

Cornerstone Wealth Management LLC

13358 Manchester Road Suite 200, Des Peres, MO 63131
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Cornerstone Wealth Management LLC offers financial advice to families and individuals in the St. Charles area. Its advisors work with clients to understand their needs and goals, and provide investment options and strategies that can help them attain their financial independence. Around 90 advisors work with the firm across the country. Joe Keifer, the managing partner and co-founder, has been in the financial management field since 1998. He has also worked as a CPA for eight years.

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Krilogy logo

Krilogy

1 Mid Rivers Mall Drive, Suite 120, St. Peters, MO 63376
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Krilogy offers financial advice to clients in St. Charles and the surrounding areas. It helps people who are considering selling a business, transferring wealth to the next generation, setting up a charitable giving plan, or investing for retirement. As an RIA firm, it also offers investment management services for pensions, non-profits, and endowments. President and CEO Kent S. Skornia has been leading the company since its inception in 2009. He also chairs Krilogy’s advisory board and participates in its investment committee.

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Oakview Wealth Solutions logo

Oakview Wealth Solutions

1360 S. 5th Street Suite 398, St. Charles, MO 63301
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Oakview Wealth Solutions is an independent fiduciary firm that serves young professionals, business owners, and families in St. Charles. It offers a holistic approach to financial, budget, insurance, retirement, and major life event or purchase planning. It also provides cash and investment management, as well as debt elimination services. Co-founder J. Stanton Burns is a CFP who has been featured in several media outlets, including US News. Oakview Wealth Solutions supports the local community through various organizations, including the Megan Meier Foundation.

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Retirement Plan Advisors logo

Retirement Plan Advisors

1 Mid Rivers Mall Drive Suite 358, St. Peters, MO 63376
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  • Certified Financial Planner (CFP)

Retirement Plan Advisors assists clients in St. Charles and the surrounding areas. Its consultants help individuals plan their retirement and future financial security. They create retirement solutions that are tailored to the needs of clients. They provide assistance in determining risk tolerance, recommending a portfolio, selecting investing options, and maintaining an active account. Joshua F. Schwartz, the company's president, holds an AIF designation. His affiliations include the National Association of Plan Advisors and the Institutional Investor Institute for Defined Contribution.

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St Charles Financial Services, LLC logo

St Charles Financial Services, LLC

571 Jefferson St., St. Charles, MO 63301
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  • Certified Financial Planner (CFP)

St. Charles Financial Services, LLC, caters to the needs of individuals and families in the local metro. Since 2008, it has been helping them achieve financial security through a wide array of financial planning services, including retirement planning, investment planning, estate planning, and tax planning. Its team also guides clients to prepare for the education of their children or themselves through college financial planning. The firm's affiliation with Webb Agency allows it to offer business and personal insurance products to clients.

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STL Wealth logo

STL Wealth

5933 Hwy 94 Suite 205, Weldon Spring, MO 63304
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

STL Wealth is a financial advisory firm that serves clients in St. Charles. It helps individuals achieve their financial goals through asset preservation, risk analysis, and investment management. The company also creates financial plans that help clients manage their short-term objectives and long-term goals. STL Wealth offers investment and securities services through broker/dealer and FINRA member, Waddell & Reed, Inc. Founder Matthew Rose has been a financial planner since 2009. The company uses message encryption to protect client confidentiality.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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