Laurels

Best Financial Advisors in St. Louis
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored St. Louis Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 125 92 44

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

SmartAdvisor by SmartAsset FEATURED Expertise.com

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.

St. Louis, MO

Website

B.E.S.T. Wealth Management, LLC

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.

St. Louis, MO 63132

Website

Bogetto & Associates

Bogetto & Associates is a St. Louis business that has been serving individuals and business owners for over 25 years. Services include financial planning, estate planning, Medicare planning, social security planning, education funding, long-term care planning, insurance planning and analysis, and strategies to maximize pension. Bogetto & Associates has over 50 years of market experience. Products include bond funds, retirement plans, mutual funds, individual retirement accounts, life insurance, and immediate annuities.

St. Louis, MO 63127

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Chamberlin Group

The Chamberlin Group is a St. Louis financial planning firm that was founded in 2002. In addition to financial planning services, the company also provides free educational classes for the St. Louis community. The company offers tax and income planning services, currently preparing over 2,000 tax returns each year. Clients also receive an analysis of their Social Security options. The firm's Investment Audit service determines each client's risk tolerance to provide clients with ideal investment opportunities.

St. Louis, MO 63131

Website

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.

800 Market Street
St. Louis, MO 63101

Website

Clarity Financial Planners

  • Certified Financial Planner (CFP)

Clarity Financial Planners offers fiduciary financial planning and investment management services to the residents of St. Louis. Its team of financial advisors provides advice and examines all aspects of each client's financial life to create a long-term plan and strategy that meets their individual goals. They manage investment portfolios based on each client's financial assets and current market data. Their investment philosophy involves an evidence-based approach that keeps risk to a minimum while maximizing returns.

8820 Ladue Road
St. Louis, MO 63124

Website

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.

8008 Carondelet Avenue
Clayton, MO 63105

Website

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.

130 South Bemiston Avenue
Clayton, MO 63105

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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.

101 South Hanley Road
Clayton, MO 63105

Website

Foundation Wealth Management

Foundation Wealth Management is a St. Louis firm with more than 30 years of experience in the financial services industry. The company provides customized plans designed to help clients achieve their financial goals. Its services include wealth management strategies, retirement planning, and financial management for women in transition. The firm embraces the Modern Portfolio Theory as a means to re-balance their investments for improved returns and to re-allocate assets for more streamlined wealth management.

Clayton, MO 63105

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Kilcullin Financial Life Planning, LLC

Kilcullin Financial Life Planning is an independent RIA firm that serves St. Charles and St. Louis. The company was founded in 2015 by Lesley Kilcullin, a certified financial planner whose advisory career began in 2006. The firm helps clients create both short and long-term financial plans based on their unique situations. It also provides a range of services that include budget planning and cash flow analysis, retirement planning, investment consulting, and consolidation of investment accounts. Additionally, its advisors work with families to create college-savings plans.

O'Fallon, MO 63368

Website

Landmark Financial Planning, LLC

  • Certified Financial Planner (CFP)

Landmark Financial Planning, LLC, is a wealth advising company located in St. Louis that serves the city and the surrounding metro areas. It provides a broad range of solutions, including retirement planning, collegiate funding, credit analysis and assistance, and mortgage planning. Landmark was founded in 2008 by Brant Donis, a Certified Financial Planner. Brant assists clients in investing long-term through passively-managed mutual funds, index funds, and exchange-traded funds. He also diversifies investment profiles to manage risk and grow his clients' wealth.

7305 Manchester Rd, Ste C-5
St. Louis, MO 63143

Website

Method Finance

  • Certified Financial Planner (CFP)

Method Finance is a financial advisory firm based in St. Louis that serves individuals and business owners. The company provides a variety of services, including portfolio management, integrated financial planning, and personalized analysis. Clients also receive guidance in goal identification and prioritization, risk management, debt and cash flow management, and investment-related tax planning. Prior to starting the firm, founder and managing director Matt Lambdin worked nine years in Wall Street for companies such as Goldman Sachs and Barclays.

4100 Connecticut Street
St. Louis, MO 63116

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Modern Dollar Planning, LLC

Modern Dollar Planning is a financial planning and investment firm based in St. Louis. The company provides one-on-one investment management and financial planning services to business owners, medical professionals, and executives. For individuals, clients receive a financial plan that addresses all areas of their finances. They have a long-term relationship with a CFP to monitor the plan, stay on track, and make adjustments as needed. Individuals also receive an employee benefits analysis that helps maximize healthcare and 401(k) benefits. Small businesses and corporations can utilize the company's retirement planning services to create retirement plans for their employees.

Saint Louis, MO 63104

Website

Pierce Financial Strategies, LLC

  • Retirement Planning
  • Certified Financial Planner (CFP)

Pierce Financial Strategies is a financial planning firm that serves the St. Louis area. The company specializes in streamlining multiple aspects of a client's financial life into one cohesive plan. Its comprehensive range of services includes long-term financial strategy, retirement planning, tax planning, investment strategies, college planning, and investment portfolio analysis. Pierce Financial Strategies also helps clients make tax decisions, refine cash flow, and make develop finance / investment goals.

1610 Des Peres Road
St. Louis, MO 63131

Website

Plaza Advisory Group, Inc.

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

Plaza Advisory Group, Inc., offers comprehensive and personalized financial planning solutions to individuals and families in and around St. Louis. Established in 1985, the firm offers a wide array of services including wealth management, retirement planning, legacy building, portfolio construction, risk management, and executive transitions. Plaza Advisory Group has three Certified Financial Planners on staff as well as a team of wealth managers and associates who aim to enhance clients' lives through various financial planning strategies.

101 South Hanley Road
Clayton, MO 63105

Website

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.

4622 Macklind Avenue
St. Louis, MO 63109

Website

Shearwater Capital

  • Estate Planning

Shearwater Capital is a financial advisory firm focusing on the needs of physicians. Its St. Louis-based office accommodates clients seeking financial reviews. The roles of its advisors include providing financial reports and recommending strategies to strengthen a person's financial situation. In addition, they offer assistance in retirement planning, wealth preservation, and investment management. Founded in 1999 by two physicians, Shearwater Capital understands the financial circumstances faced by physicians. The company extends its financial services throughout the country.

7750 Maryland Avenue
St. Louis, MO 63105

Website

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.

4931 Lindell Boulevard
St. Louis, MO 63108

Website

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