A Fee Only Financial Planner 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. 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 mid career executives and medical professionals 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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A FIDUCIARY approach

You get a dedicated Certified Financial Planner™ that works in your interest to understand your life to set you on a new financial trajectory through intelligent, thoughtful planning.

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Modern technology

We offer paperless account opening and form-sharing, e-scheduling of meetings, communication via video conference or email, and 24/7 secure online access to your information.    

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Fee Transparency

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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convenienCE

Building your life and career leaves you pressed for time. Getting prudent financial planning shouldn't be another burden. We offer meetings that fit into your schedule through use of video conferencing.  Meet with us over your lunch hour or from your couch.

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a focus on Today's professionals

Founded to help people in their 30's to 50's that are largely ignored by financial professionals.  This is the most important time in your financial life. Make sure you're building a foundation that will pay dividends for decades to come. 

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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 Cortex Innovation District: 

CIC@CET

20 S. Sarah Street

St. Louis, MO 63108

314-827-5852

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