Best Financial Advisors in St. Louis

2022

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Axius Financial

• Certified Financial Planner (CFP)

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.

Cauble & Harre Wealth Management

Cauble & Harre Wealth Management is a fee-only wealth management firm located in St. Louis. The company provides consulting solutions, investment management help, long-term investment oversight, and financial planning strategies. The firm's goal is to foster financial stability for its clients complemented by specific services that include wealth management planning, discretionary investments strategies, and non-discretionary investment oversight. Cauble & Harre Wealth Management is a member of NAPFA and is staffed by professional CFP professionals.

Claris Advisors

• Estate Planning

Claris Advisors is a financial advising firm that helps individuals, institutions, and retirement plan sponsors in St. Louis and surrounding metros. It provides assistance to clients in various areas, including retirement planning, exit planning, and risk management. By diversifying a client's portfolio, the company is able to manage unwanted risks and create evidence-based decisions to achieve financial goals. President and co-founder Stan Royer started the firm in 1998. He adopts an academic approach to investing, which is similar to how he calculates baseball batting averages.

Clayton Financial Group LLC

Clayton Financial Group is a St. Louis-based company that serves clients in 29 states. Its founding partners have more than 50 years of combined industry experience. The company focuses on individuals, families, and companies, while managing a portfolio of more than $715 million. The firm offers customized services such as long-term financial planning strategies including retirement planning and estate planning, risk management solutions, tax planning and assistance, and business 401(K) plans.

Clayton Investment Associates

• Certified Financial Planner (CFP)

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.

Conversion Financial Services

• Estate Planning

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.

Correct Capital Wealth Management

• Certified Financial Planner (CFP)

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.

Dew Wealth Strategies, LLC

• Certified Financial Planner (CFP)

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.

Fidelis

• Certified Financial Planner (CFP)

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.

Herzog Financial Group

Herzog Financial Group is a boutique-style RIA firm in Sunset Hills that helps clients create and preserve their wealth. The firm's team of financial advisors has more than 35 years of combined financial services experience. The firm's overall goal is to address all aspects of a client's finances to create customized strategies that meet the client's goals. Clients receive plans based on their current circumstances, priorities, long-term goals, and unique values.

Hill Investment Group - St. Louis, MO

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.

IFG Advisors LLC

IFG Advisors is an independent financial services firm based in St. Louis. The firm's advisors have more than 20 years of combined industry experience. Clients collaborate with the firm to create long-term financial plans designed to meet their specific investment goals. The company takes a holistic approach to financial planning by providing clients with comprehensive financial planning, investment advice, and insurance options. IFG Advisors provides clients with a myriad of tools and resources designed to promote collaboration and strategic goal setting.

JBL Financial Services, Inc.

JBL Financial Services, Inc. is a St. Louis business that serves businesses and individuals. The business’ services include social security planning, estate planning, insurance, income planning, tax planning, and investment management. Jeff Lapidus is the President and he has over 29 years of experience. He hosts KTRS’ Straight Talk on Retirement. JBL Financial Services, Inc. is accredited by the Better Business Bureau and has an A+ rating.

Krilogy St. Louis County

• Estate Planning
• Retirement Planning
• Tax Planning

Krilogy St. Louis County is a wealth management firm that serves the local area. Its advisors utilize a collaborative approach in analyzing, managing cash flow, conducting research for better investments, and structuring plans for tax, education, and estate. Its strategists also curate and constantly adapt clients' portfolio profiles in line with the current market. Moreover, they assist retirement professionals with disputes mitigation and fiduciary reduction. Senior advisor, Andrew Forrester, was a chair member of the Young Professionals Board for the First Tee of St. Louis.

LaMarche & Associates

LaMarche & Associates is an O'Fallon-based company that creates financial strategies for individuals and families. The firm focuses on helping clients become financially independent and to develop a unique retirement strategy that suits their lifestyle. Clients receive objective investment advice compiled from a dynamic network of industry resources. Additionally, the company features products and services that include long-term care planning, tax advice (in association with retirement planning), safe-money strategies, and life insurance.

Matter Family Office

Matter Family Office is a privately owned, family-focused company with nearly three decades of experience. The firm serves clients across the nation from its St. Louis, Dallas, and Denver offices and currently manages over $5 billion in net worth. It addresses the basic needs of families to nurture long-term financial health. The company manages client investments and creates budgets, helps with tax planning, provides multiple risk management options, and assists with estate planning. Along with addressing each family's technical needs, Matter also helps families strategize on family culture, education, and communication, providing an integrated plan to help them succeed in transferring wealth and preserving family relationships for generations.

Means Financial Group

Means Financial Group is a Chesterfield business that serves business owners and individuals. The business’ services include investment management, estate conservation, tax management, retirement strategies, and annuity and insurance products. President Jerry D. Means Jr. has over 14 years of experience. His memberships include The National Ethics Association, the National Association of Insurance and Financial Advisors, and the National Association for Fixed Annuities. Means Financial Group is accredited by the Better Business Bureau and has an A+ rating.

Michele Clark CFP, CRPC

• Retirement Planning
• Certified Financial Planner (CFP)
• Tax Planning

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.

Moneta Group Investment Advisors, LLC

Moneta Group Investment Advisors is a St. Louis firm that serves high-earning individuals, wealthy families, and businesses. The company has a 97 percent client retention rate and is currently the 7th-largest independent investment advisory service in the United States. Moneta was founded in 1963 as a financial planning company that primarily served physicians. In 1988, the firm broadened its range of clientele. Families receive independent investment advice, asset protection strategies, proactive tax planning, and help with life transitions. Businesses can benefit from the firm's retirement plan consulting services.

Paradigm Financial Advisors, LLC

• Estate Planning
• Certified Financial Planner (CFP)
• Tax Planning

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.

Precision Wealth Strategies

• Certified Financial Planner (CFP)

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.

Renaissance Financial - St. Louis

• Estate Planning
• Insurance Products

Renaissance Financial - St. Louis provides financial services for individuals and businesses. With over 20 years in the industry, its financial planners offer guidance on how to develop an investment strategy that meets clients' financial goals. Additionally, they can review the client's retirement plan, including deferred compensation, profit sharing, 401(k), and cash balance plans. Renaissance Financial's team participates in continuing education programs to keep updated on current tax laws and financial products, to better render their services.

Renaud & Company

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.

St. Louis Financial Planners, Inc.

St. Louis Financial Planners, Inc. is a Chesterfield business that has been serving clients for over 40 years. Services are financial planning, investments, and insurance. St. Louis Financial Planners, Inc.’s offerings include estate planning, retirement plans, money management, tax plans, college plans, 401(k) planning, profit sharing plans, 403(b) planning, disability income, life insurance, traditional IRAs, and Roth IRAs.

Steve Robbins, CFP

• Estate Planning

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.

Stifel

• Tax Planning

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.

The Chamberlin Group

• Certified Financial Planner (CFP)
• Tax Planning

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.

The Yanker Group

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.

THORNTON Advisor Group LLC

• Estate Planning
• Retirement Planning
• Tax Preparation

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.

West End Advisory Group

• Retirement Planning
• Certified Financial Planner (CFP)

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.