Best Financial Advisors in St. Louis

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.

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.

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 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.

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, 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 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.

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.

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.

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 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.

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.

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 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 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 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.

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.

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.