A Fee Only Financial Planning Firm in St. Louis

real advice, Transparent fees, intelligent investing. 

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.    

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

1807 Park Avenue

St. Louis, MO 63104

314-827-5852

Or….

Drop us a line anytime.

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