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.