A Fee Only Financial Planning Firm in St. Louis

Transparent fees, intelligent investing, real advice. 


For Businesses (401k & Qualified Retirement Plans)

In today’s environment, offering a retirement plan has become imperative for companies looking to recruit, retain and reward top employees. Unfortunately, the landscape of the world of qualified retirement plans is often confusing.

We offer a solution that provides a quality experience for employees, protects the owners from fiduciary liability, and isn’t an administrative headache, all while keeping costs top of mind. Let us create the right plan for your company.

For Individuals (1-1 Financial Planning)

As life gets complex, having a second set of eyes to ensure you're making all the right financial moves can be invaluable.  We help executives, medical professionals and business owners grow and protect wealth through one-on-one financial planning and investment management. 

Whether you want to set yourself up to retire early, leave the corporate world to start a business, send your kids to college or something in between, we can help you find the right financial trajectory to make it happen. 

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Flat, Transparent Fees

We believe that you should know exactly what you're getting and how much you're paying when you engage a financial professional. Our fees will never be hidden and we're paid only by our clients.

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FIDUCIARY Advisors

You get a dedicated Certified Financial Planner™ that works in your best interest. We take our fiduciary oath to clients very seriously. As a documented fiduciary, we are required to put your interests first.

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Modern technology

We offer secure online access to your information through your own financial organizer for anytime visibility into your financial life.    

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local Presence, National reach

While most of our clients are local to St. Louis, we have clients throughout the United States. Through technology, we can still maintain a seamless relationship regardless of your location within the US.

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A Team approach

As a client of Modern Dollar, you are a client of the firm rather than a single advisor. You get access to the expertise of our whole team of CFP®/CFA/CPA/MBA credentialed professionals to provide more eyes on helping you make the best financial decisions.

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Evidence based investing

We use low cost, no load funds to give you a diversified portfolio designed to let the power of the markets work for you. Our investment philosophy is ground in academic evidence rather than the whims of wall street.    

THINK

You get access to a partner invested in helping you through your biggest financial decisions, creating clarity and confidence with your money.

PLAN

Get help with your real questions around money: cash flow, investing your 401k, college savings, and objective guidance on matters like insurance or wills. 

MANAGE

We use elegant tools to give you anytime access to your information to simplify and organize your already busy world.

GROW

We use an investment approach grounded in evidence and research, not heresy or hunches, to help you build wealth over time. Low cost, no load investment vehicles. 

 Visit us in St. Louis’ Historic Downtown Lafayette Square:  1807 Park Avenue  St. Louis, MO 63104  314-827-5852

Visit us in St. Louis’ Historic Downtown Lafayette Square:

1807 Park Avenue

St. Louis, MO 63104

314-827-5852

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