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Best Financial Advisors in St. Louis

2024

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Providers

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

Why choose this provider?

Toberman Becker Wealth is a fee-only financial advisor in St. Louis providing retirement planning advice and fiduciary investment management. Its team believes in comprehensive financial planning that helps families achieve their goals. As a family business, Toberman Becker Wealth treats clients as part of its extended family. Its Certified Financial Planners and Chartered Financial Analysts help closely held enterprises grow their wealth and bring members closer in the process by building strategies for financial, succession, and exit planning.

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

Rate:
0.75%
Additional:
As a fee-only financial advisory practice, we have committed to only being compensated by our clients.
SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

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

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

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

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
O'Fallon, MO 63366

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
Manchester, MO 63021

Why choose this provider?

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

Website
St. Louis, MO 63132

Why choose this provider?

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

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

Why choose this provider?

THORNTON Advisor Group LLC helps St. Louis residents achieve short- and long-term financial goals through various steps. These actions include cash flow management, investment strategy, and retirement planning. Also specializing in tax compliance, the firm assists individuals and businesses in tax return preparation and IRS tax debt settlement. Its practitioner, Jayson M. Thornton, is a Certified Financial Planner. He has received various awards and nominations, including being part of the 50 Under 50 Black Financial Advisors presented by the Association of African American Financial Advisors.

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 (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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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

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

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
7701 Forsyth Boulevard, St. Louis, MO 63105

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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
Yelp
5.0 / 5 (22)

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

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

Why choose this provider?

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

Website
8008 Carondelet Avenue, Clayton, MO 63105
  • Estate Planning

Why choose this provider?

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

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How much does it cost to engage the services of a financial advisor in St. Louis?

    The price of consulting a financial advisor in St. Louis varies depending on your unique needs, the advisor's fee structure, the time frame for making investments, and the quantity of your assets. Some advisors charge a percentage of the overall assets they manage, often between 1% and 1.05%. Others may charge a fixed rate, varying between $5,000 and $50,000, depending on their particular requirements and expertise.

  • Are there any age restrictions in St. Louis for opening a Roth IRA?

    A Roth IRA in St. Louis provides tax-free withdrawals in retirement with no age restrictions. You can open it at any time, even after age 60. As long as you have an income, you can contribute to a Roth IRA indefinitely. However, there are income limits that determine eligibility for opening or contributing to an account.

  • What advantages does a financial plan offer in St. Louis?

    A financial plan in St. Louis offers several benefits:

    • Provides expert analysis and recommendations for key financial areas like cash flow, retirement, taxes, education, debt, and insurance.
    • Organizes your financial information effectively.
    • Highlights any deficiencies in your financial situation.
    • Helps you understand the likely outcomes of your current financial path.
    • Provides a clear path to monitor and evaluate your progress toward achieving your goals over an extended period.
    • Specifies the necessary actions to achieve your goals.
  • How long can you keep your funds in a retirement account in St. Louis?

    In St. Louis, it is generally not possible to retain funds in retirement accounts indefinitely. Most retirement funds require withdrawals beginning at age 73, even if you don't need the money yet. This is referred to as required minimum distribution. RMDs are mandatory due to the pretax nature of many retirement accounts, implying that the funds you contribute have not yet been subjected to taxation. Allowing unlimited retention of funds would prevent the government from taxing them.

  • What differentiates an investment from an expense in St. Louis?

    In St. Louis, expenses use money, time, or resources, while investments anticipate a return. Despite having the same goal of obtaining products or services, their objectives and results vary. The nature of the acquired asset determines whether it is classified as an expense or an investment. An expense provides benefits right away and often has a useful life of less than a year. In contrast, an investment offers long-term advantages and durability.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.