Find a Financial Planner in Saint Louis County, MO

 

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We did the hard work of finding trustworthy partners in St. Louis County, MO.

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We Only Work With The Best Saint Louis County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in St. Louis County, MO


  • Financial Advisor Close to St. Louis County, MO

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in St. Louis County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the St. Louis County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in St. Louis County can include managing client retirement accounts, investments, tax plans, and more.
21.6% of St. Louis County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the St. Louis County area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the St. Louis County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the St. Louis County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the St. Louis County area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Missouri has unique laws defining which actions trigger a taxable event and has the 12th lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the St. Louis County area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the St. Louis County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in St. Louis County, MO


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near St. Louis County, MO

We evaluated over 13,000 RIA firms to bring you the best of the best Saint Louis County financial advisors.
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How Retirement-Friendly is St. Louis County, MO?

  • Population: 996,919
  • % of Population 62 Years and Over: 21.6%
  • Average Home Value: $206,100
  • Average Monthly Housing Cost: $1,087
  • Average Household Income: $100,230
  • Missouri Total Tax Burden: 7.75% (12th Lowest in U.S.)
  • Missouri Property Tax: 2.25% (12th Lowest in U.S.)
  • Missouri Individual Income Tax: 2.37% (25th Highest in U.S.)
  • Missouri Sales and Excise Tax: 3.13% (20th Lowest in U.S.)


The Top Financial Advisor Firms in St. Louis County, MO


ST. LOUIS FINANCIAL PLANNERS ASSET MANAGEMENT, LLC

Website

(636) 532-3900

1415 Elbridge Payne Road
Suite 140
Chesterfield, MO 63017

SEC#: 801-112870
Years in Business: 3 years

BRIDGEWATER ASSET MANAGEMENT LLC

Website

(636) 532-6644

16150 Main Circle Drive
Suite 210
Chesterfield, MO 63017

SEC#: 801-108560
Years in Business: 4 years

SUMMIT WEALTH STRATEGIES

Website

(636) 590-7169

16020 Swingley Ridge
Suite 110
Chesterfield, MO 63017

SEC#: 801-107111
Years in Business: 5 years

MASON ROAD WEALTH ADVISORS, L.L.C.

Website

(314) 590-0000

424 S Woods Mill Road
Suite 340
Chesterfield, MO 63017

SEC#: 801-113414
Years in Business: 2 years

MARKETRIDERS

Website

(866) 990-3837

1 Mcbride & Son Center Dr.
Suite 288
Chesterfield, MO 63005

SEC#: 801-69514
Years in Business: 12 years

BRAND ASSET MANAGEMENT GROUP, INC.

Website

(636) 532-7333

16090 Swingley Ridge Road
Ste 400
Chesterfield, MO 63017

SEC#: 801-41031
Years in Business: 29 years

ST. LOUIS FINANCIAL PLANNERS INC.

Website

(636) 532-3900

1415 Elbridge Payne Road, Ste 140

Chesterfield, MO 63017

SEC#: 801-113524
Years in Business: 2 years

CLARK FINANCIAL SERVICES GROUP, INC.

Website

(314) 469-5000

14310 Olive Blvd

Chesterfield, MO 63017

SEC#: 801-50052
Years in Business: 25 years

MBM WEALTH CONSULTANTS, LLC

Website

(636) 274-6262

400 Chesterfield Center
Suite 125
Chesterfield, MO 63017

SEC#: 801-112994
Years in Business: 3 years

LARSON FINANCIAL GROUP, LLC

Website

(866) 569-2450

14567 North Outer 40
Suite 300
Chesterfield, MO 63017

SEC#: 801-71543
Years in Business: 10 years