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Best Financial Advisors in St. Louis

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2023
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Toberman Wealth logo
FEATURED

License Verified:

License: 310346

Investment Adviser Public Disclosure Database, SEC

Fee-Only Financial Advisory Firm

Toberman Wealth

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1741 S Big Bend Blvd, St. Louis, MO 63117
  • Estate Planning
  • CFA Charterholder
  • Personal Wealth Advisor
  • Investing
  • Tax Planning
  • Financial Planner
  • Investment Management
  • Certified Financial Analyst (CFA)
  • Retirement and Estate Planning
  • Private Wealth Advisor
  • Financial Planning
  • Pre-Retirement Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Advisory
  • Chartered Financial Analyst (CFA)
  • Wealth Management
  • Comprehensive Financial Planning

Business Description

Toberman Wealth is a family-run company in St. Louis that offers financial, retirement, investment, and tax planning services to individuals, families, and business owners. It helps its clients make financial decisions that align with their values and long-term goals. It also collaborates closely with them in creating a custom portfolio that takes into account both their objectives and risk tolerance. Founder Craig Toberman, a CFP, is a member of NAPFA. He has been featured on CNN Business, Bloomberg, and InvestmentNews, providing insights about the industry.

License Verified:

License: 310346

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Fee-Only Financial Advisory Firm

SmartAdvisor by SmartAsset logo
FEATURED
Free Consultation

SmartAdvisor by SmartAsset

St. Louis, MO
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Axius Financial logo
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Axius Financial

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2085 Blue Stone Drive, Saint Charles, MO 63303
  • Certified Financial Planner (CFP)

Business Description

Axius Financial is a full-service firm that assists St. Louis individuals, families, and business owners in realizing their financial goals. The firm builds the client’s portfolio by prioritizing their needs and understanding their risk tolerance. It also offers wealth management services, including short-term financial goals. The firm, moreover, provides insurance for specific needs, including disability, long-term care, and life insurances. Business owners can also seek retirement plan advisories. The founder, Jeff Locker, holds the Chartered Financial Consultant designation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
B.E.S.T. Wealth Management, LLC logo
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B.E.S.T. Wealth Management, LLC

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St. Louis, MO 63132

Business Description

B.E.S.T. Wealth Management understands that many people don't have a plan for their finances. As a result, they specialize in creating customized plans with specific steps to follow so people can enjoy life and know they're on the right track.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Clayton Investment Associates logo
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Clayton Investment Associates

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8860 Ladue Road, St. Louis, MO 63124
  • Certified Financial Planner (CFP)

Business Description

Clayton Investment Associates is a financial advisory firm that serves the St. Louis metro. It helps clients reach their financial goals through financial planning, investment management, and insurance planning. Its team of advisors provides strategies in areas such as business planning, estate planning, education planning, and asset allocation. Moreover, it also handles debt management, cost basis tracking, and purchase analysis. Managing director Brent Sutter has over 20 years of experience and is a Certified Investment Management Analyst.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Conversion Financial Services logo
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Conversion Financial Services

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8008 Carondelet Avenue, Clayton, MO 63105
  • Estate Planning

Business Description

Conversion Financial Services is a wealth and investment advisory firm located in St. Louis. Included in its line of services is financial planning which covers preparing and analyzing financial statements and developing, implementing, and monitoring recommendations according to clients' financial goals. Furthermore, the company provides wealth management assistance which involves addressing concerns regarding 529 plans and 401(k) allocations. Conversion Financial Services' founder, Mike Dorigan, established the company after a negative financial planning experience with a broker.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Correct Capital Wealth Management logo
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Correct Capital Wealth Management

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130 South Bemiston Avenue, Clayton, MO 63105
  • Certified Financial Planner (CFP)

Business Description

Established in 2018, Correct Capital Wealth Management is an independent financial advisory firm that caters to individuals and businesses in St. Louis and the surrounding communities. It helps clients create plans for education savings, insurance policies, real estate transactions, retirement, and tax events. The staff at Correct Capital Wealth Management includes an Accredited Investment Fiduciary, a Certified Financial Planner, and a Certified Retirement Counselor who bring more than 75 years of combined experience in the industry.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Dew Wealth Strategies, LLC logo
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Dew Wealth Strategies, LLC

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101 South Hanley Road, Clayton, MO 63105
  • Certified Financial Planner (CFP)

Business Description

Dew Wealth Strategies, LLC, is a financial advisory firm that serves businesses, professionals, and retirees in St. Louis and the surrounding areas. It offers a wide range of services, including asset allocation, estate planning, financial statements analysis, retirement distributions, and risk management. Jason B. Woods, the managing partner, is a financial advisor who has been working in the industry since 1997. He holds various designations, including Certified Financial Planner and Certified Fund Specialist. Woods is also a member of Mensa.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Fidelis logo
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Fidelis

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8770 Rose Avenue, Brentwood, MO 63144
  • Certified Financial Planner (CFP)

Business Description

Fidelis is a financial advisory firm catering to the St. Louis metro. It builds comprehensive financial plans that include the clients' investments, taxes, insurance, and estate planning. Its team comprises Certified Financial Planners Jack D. White and Jeffrey M. Laughlin. Jack earned his designation in 1997 and has served as an instructor for CFP review courses for 10 years, while Jeff previously worked as a retirement manager handling plans worth over $200M in assets before joining the firm.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Hill Investment Group - St. Louis, MO logo
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Hill Investment Group - St. Louis, MO

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7701 Forsyth Boulevard, St. Louis, MO 63105

Business Description

Hill Investment Group is a firm of financial advisors in St. Louis that provides financial and investment services to clients in the metro. It was formed in 2005 by partners Rick Hill and Matt Hall who believed that investment advice should be hospitality-driven. It has since helped countless clients through its wealth management and building programs, such as its HillFolio and HillTop investment portfolios. Hill Investment Group is composed of financial experts and professionals with over 100 years of combined industry experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Michele Clark CFP, CRPC logo
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Michele Clark CFP, CRPC

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14567 North Outer 40 Road, Chesterfield, MO 63017
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Michele Clark CFP, CRPC, is a financial advisor that serves St. Louis. Clark can guide clients about investment and retirement planning, financial goal setting, insurance needs analysis, and pension options. She can also assist clients in creating and building wealth through portfolio appropriation strategies, improvement of tax returns, and social security maximization techniques. Clark has been helping families and individuals with their finances for more than 25 years. She is a knowledge resource for The Wall Street Journal and Forbes.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Paradigm Financial Advisors, LLC logo
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Paradigm Financial Advisors, LLC

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12818 Daylight Circle, Des Peres, MO 63131
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

Paradigm Financial Advisors, LLC, caters to clients in the St. Louis area. It offers different financial planning services to prepare individuals for financial challenges and to protect their future from risks. These services include investment management, business succession, wealth, and proactive tax and estate planning. The company's CEO, James T. Reding, holds a Juris Doctor degree and has been in the financial industry for over 25 years. Reding also volunteers for the Sisters of the Most Precious Blood.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Precision Wealth Strategies logo
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Precision Wealth Strategies

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4622 Macklind Avenue, St. Louis, MO 63109
  • Certified Financial Planner (CFP)

Business Description

Precision Wealth Strategies is a financial advising firm that serves St. Louis. It offers a broad range of financial planning and investment services, including liquidity management, tax reduction strategies, business continuation, and strategic investment planning. Darin Robinson, the company's CEO and founder, has professional degrees in various disciplines, such as marketing and management. Prior to starting the firm, he worked with WorldCom and Qwest executive teams to develop finance and marketing strategies. He also founded nine companies, including Precision Wealth Strategies and Precision Healthcare.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Renaud & Company logo
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Renaud & Company

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O'Fallon, MO 63366

Business Description

Renaud & Company is a financial advisory firm based in O'Fallon. The company is run by financial advisor Matt Renaud, a credentialed professional who has served clients since 1998. The firm's overall goal is to help clients manage multiple aspects of their financial health. Clients receive wealth management and financial planning services, including investment planning, retirement planning, and annuity planning. The firm also helps with life insurance planning strategies by providing clients with multiple options designed to meet their unique situations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.5 / 5 (23)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Steve Robbins, CFP logo
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Steve Robbins, CFP

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325 Rue Saint Francois, Florissant, MO 63031
  • Estate Planning

Business Description

Steve Robbins, CFP is a team of financial advisors serving clients in St. Louis. They help people plan their retirement, estate, and eldercare. The advisors also find strategies for maximizing Social Security benefits and higher education plans for clients' grandchildren. Steve Robbins has been a Certified Financial Planner since 1985. He was awarded the Financial Professional Seal from DALBAR. Since 1987, Steve has been a member of the Financial Planning Association.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Stifel logo
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Stifel

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501 North Broadway, St. Louis, MO 63102
  • Tax Planning

Business Description

Stifel is a full-service global wealth management and investment banking firm that serves clients in St. Louis. Since 1890, the firm has been providing a wide range of financial services, such as securities brokerage, trading, research, investment banking, and advisory. Stifel helps individuals and families build, preserve, and pass their wealth. The firm also offers its services to public and private institutions. Stifel has 400 offices across the US and in Europe. It is also a member of the New York Stock Exchange.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Chamberlin Group logo
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The Chamberlin Group

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12444 Powerscourt, Suite 200, St. Louis, MO 63131
  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

The Chamberlin Group is a team of tax and wealth planners who came together in 2002 to serve clients throughout St. Louis. The group provides retirement, tax, estate, financial, and income planning services. It assists individuals in tax and income decision-making to help secure retirement and a fiscal future. It guides in tax preparation, offers investment advice, and provides access to holistic financial planning services, which consider each person's current status and goals. The Chamberlin Group contributes to charities like Toys for Tots and Soles4Souls.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (7)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
The Yanker Group logo
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The Yanker Group

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Manchester, MO 63021

Business Description

The Yanker Group is a Manchester business that has been serving clients for over 31 years. The business’ services include financial planning, retirement income planning, education planning, career transition planning, asset protection planning, legacy planning, and investment planning. The Yanker Group provides fee-only services that are customized to each client. Scott W. Yanker is the President and a Certified Financial Planner. He was named St. Louis Magazine’s Five Star Wealth Manager in 2010, 2011, 2012, 2013, and 2014. The Yanker Group is accredited by the Better Business Bureau and has an A+ rating.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
THORNTON Advisor Group LLC logo
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THORNTON Advisor Group LLC

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319 North 4th Street, St. Louis, MO 63102
  • Estate Planning
  • Retirement Planning
  • Tax Preparation

Business Description

Serving the St. Louis area, THORNTON Advisor Group LLC specializes in tax and financial planning for individuals and small businesses. Its services include IRS tax debt settlements, wealth management, tax preparation, investment and retirement planning, and estate planning. The company is owned by Jayson M. Thornton, who is an accountant, a Certified Tax Professional, and a Certified Financial Planner. He is a member of the Financial Planning Association and was cited as among the 20 Outstanding African American Professionals by the St. Louis American Foundation.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.0 / 5 (29)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
West End Advisory Group logo
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West End Advisory Group

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4931 Lindell Boulevard, St. Louis, MO 63108
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

The West End Advisory Group is a financial advising company that offers its services to individuals and business owners in St. Louis and the surrounding areas. It offers a broad range of solutions, including wealth management, accounting and tax planning, retirement plan consulting, and insurance and group benefits. The firm's certified financial planners help clients define their goals and evaluate their current situations before recommending solutions and creating customized strategies to grow and protect their wealth.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail