WiserAdvisor has qualified Financial Advisors serving in Missouri.

In today's economy there is a lot of uncertainty and people are not sure where to turn. We use a team approach where we take the lead to act as your personal CFO and guide the team throughout the wealth management process. Most clients have needs in five areas that are key to long term wealth including: 1. Making smart long term decisions about your money 2. Minimizing your income tax 3. Minimizing your estate tax 4. Protecting your wealth from issues such as litigation 5. Assisting you... read more>>

Providing Resources That Offer Investors the Freedom of Financial SecurityLocated in Ballwin, Missouri, just 15 miles west of St. Louis, Cutter & Company provides professional investment management, and complete financial planning, as well as life and health insurance products. Our goal is to help individuals prepare for current financial and insurance needs and help develop strategies to meet future goals. We strive to provide assistance to small and large businesses in the areas of employee... read more>>

With over 17 years of experience in financial services, I have been meeting the needs of my clients increasingly complex financial situations, changing market conditions. I understand the unique challenges my clients face:- Secure financial future - Providing for their families- Caring for aging parents- Determining the best strategy for income in retirement- Planning their legacyI help reduce my clients' stress around these financial matters, helping them move comfortably into the next phases... read more>>

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 125 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients' investment needs, our experienced and dedicated professionals, and our proud tradition empower us to... read more>>

Stephanie Charitonenko founded Pathfinder Financial Services in 2005 as an INDEPENDENT financial service organization devoted to serving YOUR best interests. We help develop personal and small business financial plans to take full advantage of opportunities for investment growth, risk mitigation and tax minimization, while keeping our fees as low as possible.We are dedicated to providing TAILORED, COMPREHENSIVE financial planning, investment management, insurance services, tax preparation and... read more>>

Severin Investments LLC is an independent money management firm serving individuals and institutions across the United States. We pride ourselves in providing our clients with unparalleled customer service. Our actively managed portfolios of stocks, bonds, and ETFs are different from the mutual funds and passive investments that most people are presented with when speaking to an advisor. We offer a wide variety of diversified portfolios to meet your risk tolerance and investment goals. We also... read more>>

The markets can be unpredictable, but your retirement planning doesn't have to be. At St. Louis Retirement Advisors, we are committed to providing you with the tools, services, and strategies that will empower you to achieve the retirement you deserve. Nothing's more important than preparing for the future- whatever it may bring. You deserve a financial advisor who understands your life, your needs, and your priorities; someone who is with you every step of the way. That's our commitment to... read more>>

We offer the expertise and customized solutions to help investors build long-term, risk-managed portfolios tailored to meet their unique financial goals while approaching or in retirement.Bonnie Griffith has been providing comprehensive financial planning and portfolio management services to retirees and those nearing retirement for over ten years.She intentionally limits the number clients she manages in order to maintain a high service relationship. Her focus is helping her clients make good... read more>>

Wouldn't it be great if there was a financial firm that understood your journey in life and could help you create a financial plan to fulfill that journey? Well, look no further. Introducing The Retirement Planning Group! This firm focuses on life stage financial planning. Planning that meets you where you are and helps you grab your future.Feeling disorganized? Not sure where to even start? Worried if you are on track? Are there other things you could be doing? Wondering if or when you can... read more>>

Our philosophy at Mid American Tax Advisory Group is that we are the coach who assists you in identifying and working towards reaching your financial goals. Our seven-step educational process helps you identify your objectives and develop the strategies and tactics that will allow you to work towards your goals.SEVEN-STEP EDUCATIONAL PROCESS Identify lifetime objectives & strategies Understand all your options Determine your risk profile Build your allocation model Optimize your... read more>>

Alan Suiter has expertise in analyzing his clients’ financial situation and helping them identify the financial options that will maximize their goal-reaching potential. With nearly 34 years of financial planning expertise and without the blinders forced on many other financial planners by the restrictions of the large corporations they work for, Alan has the know-how and the freedom to create diverse investment portfolios for his clients, whether their investment goals are for retirement,... read more>>

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>