Find the Best Financial Advisors in Missouri

My experience has taught me that I serve my clients best by acting as a financial advisor who brings trust, integrity and accountability to each professional relationship. My approach is to bring an unbiased, comprehensive and customized strategy to each client in order to help them meet their life challenges and financial goals. Working together over the course of our relationship, we collaborate to create a disciplined strategy that we review periodically in order to make certain that it still reflects their current needs and future goals.

About Oppenheimer & Company

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 deliver effective and innovative solutions to our clients.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Joe Roddy has been in the financial services industry since his early 20s. After working on financial transactions for large corporations, Joe decided he wanted to apply his skill and knowledge to meet the needs of the individual and small business owner, while at the same time creating his own business. He wanted long-term client relationships nurtured through trust that could not be developed in an environment emphasizing immediate transactions. His association with LPL Financial gave him the flexibility to build just that kind of business. Through hard work, outstanding service and a reputation of fairness and integrity, he has built a solid client base and has expanded his business through referrals. In 2013, he opened West End Advisory Group in St. Louis' Central West End neighborhood. While Joe works at integrating the many elements of financial planning and employee benefits, his greatest strengths are in investments, retirement planning, and wealth transfer for business owners. His interest in investments was sparked while in college when he first invested money saved from his job as an iron worker. The investment was a winner, and he was able to return to graduate school full time at Washington University, where he received his Masters in Business Administration. Joe works diligently to increase his knowledge in this field and has been designated a Certified Financial Planner certificant, a title awarded only to those who are able to successfully complete a rigorous series of exams and are willing to abide by a strict ethical code. Joe and his wife, Lisa, live in the Central West End near Forest Park, where Joe can often be found jogging.

About West End Advisory Group

By planning first, we demystify the complex interactions of investments, taxes, Social Security and other concerns that create indecision. We are local and independent, with access to global resources and cutting-edge technology. We believe in planning before investing, because knowing how much money you need--and when you will need it--are important determinants in your investment success.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities

John helps his clients invest smarter, reduce taxes, and optimize growth and income to help them achieve their goals and live the life they want. As a CERTIFIED FINANCIAL PLANNER ^™professional and a Chartered Financial Consultant®, he specializes in investment strategy, wealth accumulation, education planning, and retirement planning with high net worth families and business owners. Many of John's clients came to him because they no longer wanted the hassle of managing their own portfolios or they were not sure that they were managing it as efficiently and effectively as they wanted. Others were nearing retirement, had a 401(k), and wanted a retirement plan. In addition to investment selection, John includes comprehensive strategies for his clients such as tax-advantaged strategies, risk management solutions such as insurance, and income strategies. A St. Louis native, John received his Economics degree and MBA from Ole Miss, and his CFP^® and ChFC^® designations from The American College. Today, he puts his experience to work with a passion to improve the financial lives of those around him. That is also the main objective for co-founding One Bridge Wealth Management: to continuously improve the financial lives of clients and the services delivered to them. John lives with his wife and two sons in St. Louis. Other than spending time with them, he enjoys spending time at his family farm, golfing, hunting, traveling, and anything outdoors. Contact him today to learn more about his services and how One Bridge Wealth Management can help you reach your financial goals.

About One Bridge Wealth Management

Here at One Bridge, we provide a comprehensive array of wealth management solutions to high net worth individuals and families. We work with you and your family to build, manage, preserve, and transfer your wealth according to your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. We start by examining the different areas of your financial life: Accumulation & Investment Selection, Retirement Planning, Estate Planning, Risk Management and Insurance, Education Planning, Charitable Giving Planning, Taxation, and Business Planning. Then, we create a comprehensive plan: By exploring each area above in detail, we will determine which ones require our immediate attention, which ones are more long-term in nature, and which ones, if any, that simply do not apply. From our findings, we will assemble an implementation plan for your financial future. From there, we support your financial goals: Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. As your trusted advisor, we'll leverage the broad industry experience of our team of financial experts, their deep product knowledge and our comprehensive range of customizable resources to help you build, manage, preserve, and transfer your wealth according to your goals. John Wahl is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, John Wahl is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, John Wahl is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, John Wahl is required to act in a fiduciary capacity.

More information is available in Commonwealth’s Form CRS.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Mike has over 35 years experience in the financial services industry and has earned the Certified Mutual Funds Counselor designation. He works with clients to identify personalized financial strategies including tax-sensitive planning, retirement accumulation, distribution and estate planning to strive to ensure wealth is passed efficiently and cost effectively to the designated people or organizations in the manner and time desired.

In his spare time, Mike enjoys photography, working on his classic cars, and traveling. Mike is an avid Chiefs and Royals fan.

About Lpl

4 Generations Wealth Management is an Investment Strategies team formed by Michael J. Blomberg, founded and grown with the underlying principle that this is a relationship business, and these are families that we are entrusted to serve, across their families, as their family tree grows. Mike B. has been a Financial Advisor since 1986 and Mike F. has been in the financial industry since 2012 and served as a financial markets and investments professional. Our business is built on a foundation of thoughtful client relationships. Regardless of your life stage, income or goals, we can work with you to create a financial plan to help you manage your short-term needs, long-term goals and work toward meeting your financial aspirations. Let us focus on helping you pursue those targets through the noise of the media and volatility of the markets, so you can focus on living life with your loved ones!

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

William L. Meyer, AIF, CLU, ChFC, William L. Meyer graduated from Maryville College in 1978, earned his Chartered Life Underwriter & Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983, and his Accredited Investment Fiduciary accreditation from FI360. He is age 66, married with 3 children, and resides in Chesterfield, Missouri. He currently serves on the Broken & Beautiful Charitable Board - St. Louis. His personal interests are philanthropy for children, golf, skiing, and reading. In 1988 he co-founded Cutter & Company, Inc., of which he is a producing manager and president. The firm is comprised of three divisions, a Broker Dealer, Registrared Investment Advisory, and an insurance agency and serves businesses and individuals. The firm is licensed in 48 states, has 14 employees and 50 independent advisors affiliated with the firm. Mr. Meyer, in addition to holding life, health, & P&C insurance licenses, also holds the following securities licenses; series, 4, 6, 7, 24, 27, 31, 53, 63, 86, and 87. He was admitted to the Palladin Registry of Advisors in 2006, and was chosen by clients and St. Louis magazine in 2008-2023 as a FIVE STAR WEALTH MANAGER in the category of "Best in Client Satisfaction Wealth Managers".

About Cutter & Company, Inc.

Providing Resources That Offer Investors the Freedom of Financial Security Located 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 benefits; including group life and health insurance, 401(k) and other qualified plan analysis, deferred compensation programs and other sophisticated executive benefits. Cutter & Company is locally owned and privately held. The company has been serving the needs of individuals and corporations since 1988. Management has over 70 years combined experience. Our experienced staff and investment representatives have significant industry background, with significant industry experience in the financial industry. Cutter & Company representatives focus primarily on serving the needs of individuals and businesses in Missouri, but is registered to do investment business in over 45 states.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

George Timson grew up surrounded by financial advising, learning the values of trust, personalized service, and long-term planning from his father, who is also a financial advisor. This early exposure sparked his passion for helping others achieve financial security and set him on the path to his own career in the industry. After beginning his career at one of the nations fastest-growing financial planning firms, George returned to his hometown of Springfield, Missouri, with a mission to establish his own practice and serve the local community. Drawing on a deep understanding of financial markets and strategies, he blends traditional expertise with innovative technology to create tailored, effective financial solutions. His forward-thinking approach enables him to navigate the ever-evolving financial landscape and provide personalized guidance for each clients unique goals. When he is not working, George enjoys spending quality time with his family, playing guitar, and exploring the Ozarks with his dog. Whether hiking local trails or strumming a few chords, he finds balance by combining his analytical career with his creative passions.

About SignalPoint powered by Farther

Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future  and beyond. We combine experienced, conflict-free advisors and powerful technology to deliver wealth management that evolves with you.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Alex Reed is committed to offering personal investment and financial planning advice to those whove decided they may benefit from a professional approach to their finances. After taking the time to understand your financial goals, needs and concerns, Alex creates a personalized investment program tailored to your unique situation and then continues to partner with you to monitor and adjust your plan as your life changes. Alex is a graduate of the Olin School of Business at Washington University in St. Louis where he earned his Masters in Business Administration (MBA). Prior to that, he earned his Bachelor of Arts from Colgate University where he majored in economics. Alex was an award-winning television news anchor and reporter in Marquette, Mich., and Charlotte, N.C., before returning home to St. Louis. Alexs approach to serving his clients employs many of his journalistic skills in gathering relevant and complete information about clients and their finances as well as presenting financial recommendations in a memorable and easy-to-understand format. His aim is to help people make informed financial decisions that address their full financial circumstances. Alex lives in St. Louis with his wife, Katie, and three daughters. When hes not serving clients, he enjoys cycling, ice hockey, traveling and spending time with loved ones.

About Benjamin F. Edwards

Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients' interests first. We manage both a traditional full-service brokerage firm, as well as our independent advisory arm, Edwards Wealth Management, launched in 2019. Our goal is to provide the right structure and a home for every advisor and every client. TRUST. INTEGRITY. MUTUAL RESPECT. These are the principles that guide us as we deliver the informed investment advice you deserve, and the client-first service you expect.