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.