Find Best Financial Advisors in Missouri

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A densely populated state like Missouri has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Missouri and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Missouri
Last Updated - 19-Jan-2023

Missouri has 11 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1321 non-vetted advisors in your local area. These financial advisors in Missouri have an average of 16 years of experience.

NOTE: The list of financial advisors in Missouri mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Missouri.

List of Qualified Financial Advisors in Missouri
Financial Advisor Experience AUM Minimum Assets Fee Structure
David Naert
1 N. Brentwood Blvd,
Suite 600,
Clayton, MO 63105
33 $500,000,000 $500,000 Fee-Based
John C. Wahl
230 South Bemiston Avenue, Suite 910,
Saint Louis, MO 63105
6 Not Specified $500,000 Fee-Based
Lisa J Hamilton
238 S Jefferson, Suite B,
Lebanon, MO 65536
6 Not Specified Not Specified Not Specified
Michael Marchi
1 Tea Rose Ct.,
Saint Louis, MO 63126
13 Not Specified $250K+ Fee-Based
William L. Meyer
Accredited Investment Fiduciary® (AIF), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)
15415 Clayton Road,
Ballwin, MO 63011
Not Disclosed Not Specified Not Specified Fee-Based
Ryan Powers
275 N. Lindbergh Blvd., Suite 20,
Saint Louis, MO 63141
13 Not Specified 100,000 Fee-Only
Alec Bethurum
4510 Belleview Ste 204,
Kansas City, MO 64111
25 $300mm Not Specified Not Specified
Dexter Lamb
3 Cityplace Dr Suite 290,
Saint Louis, MO 63141
Not Disclosed Not Specified Not Specified Fee-Based
Jared Reynolds
200 E. Southampton Dr. Ste 101,
Columbia, MO 65203
21 Not Specified $1,000,000 Fee-Only
John Killoy
210 SW Market Street,
Lees Summit, MO 64063
9203 NE 152 Highway,
Kansas City, MO 64158
17 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Missouri

Qualifications CRD# 1532335
Firm CRD# 249
Series 4, 6, 7, 23, 63, 65

Compensation/Fee Fee-Based

Office Location 1 N. Brentwood Blvd,
Suite 600,
Phone Number 314-746-2540

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

Qualifications CRD# 5833997
Firm CRD# 8032
Series 7, 63, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets

Office Location 230 South Bemiston Avenue, Suite 910,
Saint Louis,
Phone Number 314-924-8009

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

Qualifications CRD# 6489021
Firm CRD# 7069201
Series 7, 66

Compensation/Fee Commissions, Based on Assets

Office Location 238 S Jefferson, Suite B,
Phone Number 417-464-3247

My reason for becoming a financial professional is deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I have been married for almost 40 years, have three adult children with careers of their own, and six grandchildren. I am committed to you while utilizing all of my resources to create a financial plan that is specific to your individual needs. I work independently and am not linked to any proprietary investments and am free to choose investments that are best suited for you. No one strategy fits everyone, which is why every client gets my undivided attention from planning, to execution, to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

About Hamilton Financial Planning, LLC

How We Work My mission is to help my clients work toward financial independence through planning. I want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. My mission is for you to build a long-term relationship with me. I aim to accomplish this through education, training, integrity, and outstanding client service. I understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all of my resources to help you pursue your goals. I believe in thinking out of the box and am not afraid to challenge conventional wisdom in my approach to investing and preserving wealth. All of my energy, commitment, and efforts are focused on you and your satisfaction.

Advisory Services Provided:

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

Qualifications CRD# 2354046
Firm CRD# 17839
Series 7, 63, 66

Compensation/Fee Fee-Based, Based on Assets

Office Location 1 Tea Rose Ct.,
Saint Louis,
Phone Number 314-799-4745

As your Financial Advisor, I will work to build our relationship of trust from day one. I am available to you when you need it. I meet with clients where it is most convenient or comfortable for them. As your trusted advisor, I work for you and offer a personal approach to working together. I enjoy the relationships with my clients and helping them prepare for life events, whether expected or unexpected. We will work together to grow and preserve assets, plan for your income needs in the present as well as in retirement, discuss estate and trust planning, tax strategies, legacy planning, and generational asset transfers. We look at the entire picture in our plans. Our strategy is based on your goals and needs. Once those are identified we together monitor those in our planning software that you have access to 24/7. Different strategies are utilized and adjusted over time to accomplish your goals. When I'm not supporting my clients, I enjoy spending time with family or playing golf with my friends.

About Marchi Wealth Management Group

Marchi Wealth Management was founded in 2013 when I joined The Investment Center, Inc. My career started over 13 years ago in 2009 with Edward Jones. It was right after the financial crisis of 2008 with the real estate bubble burst - quite an interesting time to get into financial services. After Edward Jones, I moved to a company out of San Diego called The Retirement Group. I helped build corporate relationships and their retirement plan business in the St. Louis area. I worked with companies such as Ralston Purina, Boeing and AT&T here in St. Louis. While this was exciting, I missed the one on one support of helping clients. I left the Retirement Group and started Marchi Wealth Management Group. I was back to doing what I loved, working with families and individuals through all aspects of their life changing events.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Qualifications CRD# 1018380
Firm CRD# 22449
Series 4, 6, 7, 24, 27, 31, 53, 63, 86, 87

Compensation/Fee Fee-Based, Based on Assets

Office Location 15415 Clayton Road,
Phone Number 636-537-8770

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 58, married with 3 children, and resides in Chesterfield, Missouri. He currently serves on the National Association of Insurance and Financial Advisors 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 40 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, 2009, 2010, 2011, 2012, 2013, & 2014 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:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Businesses, Insurance Planning

Qualifications CRD# 5286074
Firm CRD# 149046
Series 66

Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets

Office Location 275 N. Lindbergh Blvd., Suite 20,
Saint Louis,
Phone Number 314-884-2818

Ryan started his career in the financial services industry in 2007. Ryan brings a passion for serving clients with a comprehensive approach to their wealth management plans. He focuses his practice on high-net-worth individuals who require a sophisticated level of financial, tax and estate planning, ensuring that they're ready for whatever decisions they may face as they journey throughout their financial lives. Ryan earned a B.S. in Business Economics and Finance from Southern Illinois University Edwardsville. Ryan holds his CERTIFIED FINANCIAL PLANNER designation from Certified Financial Planner Board of Standards, an advanced credential which involves a rigorous course of study followed by a six-hour examination and continuing education requirements. Ryan and his wife Tara enjoy traveling, hiking, golf and spending time with family, friends and their two dogs.

About Krilogy

The team you choose matters. The values that guide your work together are the building blocks of a trusting, uplifting relationship. Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life. This approach is rooted in our values-based culture. Values are the soul of our organization and drive our daily actions with clients and each other. We believe in: -Dedication: Giving relentless effort to dive deep, work hard, and exceed your expectations. -Abundance: Going beyond the financial plan to guide you to financial independence and well-being. -Leadership: Sharing informed insights and working as a team to inspire confident decision-making. Values, in action, build strong relationships based on honesty and trust. They lead to more informed planning and direct a sense of readiness as you face all of life's changes. We take the work and the weight off your shoulders as you consider big decisions such as retirement, selling a business (or buying one), and leaving a legacy for future generations. Trust allows us to ask thought-provoking questions to advance your financial position. Most importantly, we know what to do with the answers to those questions. The team's knowledge and our extensive use of technology provides data-driven advice to address the unique needs of your plan. We provide a trusted wealth management partnership to meet your personal, financial and life goals. With your team, you're ready.

Qualifications CRD# 3197498
Firm CRD# 11111
Series 65

Office Location 4510 Belleview Ste 204,
Kansas City,
Phone Number 816-268-2233

Graduate of Colgate University. 20 Years Experience in Financial Markets serving institutional and retail clients. Passionate about creating strategies to allow individuals and families to reach their long term financial goals. Multi year experience in generating top down asset allocation models. Engaged in manager diligence and selection for both traditional and alternative third party managers to implement allocation strategies. Built and managed absolute return equity portfolios for hedge fund and individual SMA accounts. Use quantitative, fundamental and technical methodologies in constructing portfolios with superior risk adjusted returns. Focus on Large Cap Value and Micro and Small Cap Hyper and Broken Growth

About Sterneck Capital

We began with one intention: To Serve the individual, not the institutional. Our firm has been offering clients investment management and financial planning insights for more than a quarter century. Founded in 1989 as a New York City based hedge fund, we moved our practice to Kansas City in 1999 and transitioned to offering individuals and families access to institutional level financial planning and asset management. Today, we're proud to be a fee-only firm with a fiduciary responsibility to put our clients and their needs first, always. We view every relationship as long-term and are proud to serve multiple generations of families. From Wall Street to Fortune 500 management, from MBAs to CFP® professionals, our team brings a wealth of diverse experience to our firm and our clients.

Qualifications CRD# 7100486
Firm CRD# 111167

Compensation/Fee Fee-Based

Office Location 3 Cityplace Dr Suite 290,
Saint Louis,
Phone Number 888-242-6766

Dexter Lamb is a financial advisor in Allworth's St. Louis, Missouri, office. He is a native of Holland, Michigan, and a proud graduate of Central Michigan University where he earned a Bachelor of Science degree in Entrepreneurship. When asked why he chose a career as an advisor, he said, "I love the power of financial planning, and the freedom it can provide to those who have worked hard to get here." The father of three active boys, in his spare time, Dexter focuses on outdoor activities such as swimming, hiking, and playing golf.

About Allworth Financial

Based out of Sacramento, California, Allworth Financial is an independent financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm, which was founded in 1993, has grown to serve more than 12,000 clients and manages over $10 billion in client assets.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts

Qualifications CRD# 4452433
Firm CRD# 306951
Series 66

Compensation/Fee Fee-Only

Office Location 200 E. Southampton Dr. Ste 101,
Phone Number 573-875-3939

Jared grew up on Truman Lake helping out with the family business at Osage Bluff Marina & Resort. Part of his practice centers on his love of the great outdoors - focusing on the professional fishing/hunting industry. Jared got his start in financial planning right out of college. He graduated from the University of Missouri, Columbia with a bachelor's degree in Personal Financial Planning. Just 3 short years later he earned the "Certified Financial Planner" (CFP®) certification. By 2003 he had partnered with Carroll Wilkerson; both share the same values, work ethic, and desire to give back to the community. Jared is a firm believer family comes first. So when he's not working hard, he's playing hard. Jared and his wife, Nikki have three boys, Brody, Gavin, and Landon. He also likes to give back to the Boy Scouts of America, the Missouri Conservation Heritage Foundation, Ducks Unlimited, and is a lifetime member of the NRA.

About WR Wealth Planners

At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most. The first thing we do is listen. We want to know what our clients care about most - their dreams, challenges, and concerns. Then we put together a plan using a disciplined financial planning and investment process. We show our clients the impact of their financial decisions - before they make them. We show them how to implement the plan and make adjustments if needed as their life changes. Along the way, we do everything we can to take care of them.

Qualifications CRD# 4641240
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based

Office Location 210 SW Market Street,
Lees Summit,
Phone Number 913-312-1713

Office Location 9203 NE 152 Highway,
Kansas City,MO 64158
Phone Number 913-312-1713

Whether building an income plan for a retiring nurse, helping a family plan for their child's college education, or building a special needs trust, my goal is to always make a meaningful, positive impact on those I serve. My values are centered around integrity, having a sense of ownership and urgency and being a caring professional. My wife Kathy is the love of my life, and we have two wonderful children and two German Shepherds. In my spare time, I enjoy fishing, boating and taekwondo.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.

Top Financial Advisor Firms in Missouri (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
101 South Hanley Road Suite 1700,
St. Louis, MO 63105-3787
$360,008,647,430 207 A percentage of AUM
Fixed fees
Performance Based
4500 Main Street,
Kansas City, MO 64111-7709
$234,316,557,685 448 A percentage of AUM
Fixed fees
Performance Based
1201 Walnut St , 21st Floor,
Kansas City, MO 64106
$30,734,496,748 213 A percentage of AUM
Fixed fees
Performance Based
10829 Olive Blvd,
St Louis, MO 63141-7739
$4,924,492,902 177 A percentage of AUM
8000 Maryland Ave , Suite 700,
St. Louis, MO 63105
$4,559,630,505 4531 A percentage of AUM
Performance Based
1000 Walnut Street, 15th Fl.,
Kansas City, MO 64106-1809
$2,944,239,455 8 A percentage of AUM
501 N Broadway,
St Louis, MO 63102
$1,560,825,363 3771 A percentage of AUM
Fixed fees
Commision Based
9811 South Forty Drive, Suite 200,
St Louis, MO 63124
$1,096,568,230 346 A percentage of AUM
Hourly charges
Fixed fees
8000 Forsyth , Suite 1200,
Clayton, MO 63105-1707
$761,503,441 3457 A percentage of AUM
10777 Sunset Office Drive , Suite 317,
Saint Louis, MO 63127-1019
$712,676,074 837 A percentage of AUM
Hourly charges
7800 Forsyth Blvd. , 5th Floor,
St. Louis, MO 63105
$471,676,645 1284 A percentage of AUM
17295 Chesterfield Airport Road , Suite 200,
St. Louis, MO 63005
$393,095,357 16 A percentage of AUM
Fixed fees
8500 Maryland, Avenue Suite 743,
St. Louis, MO 63105
$225,048,117 72 A percentage of AUM
Performance Based
1415 Elbridge Payne Road , Suite 140,
Chesterfield, MO 63017
$137,540,676 1067 A percentage of AUM
7800 Forsyth Blvd , Fifth Floor,
Clayton, MO 63105
$38,985,400 140 A percentage of AUM

    List of Additional Advisors in Missouri*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Brian Watkins
    Inquire with Brian
    14805 N Outer Forty Rd, Ste 200, Chesterfield, MO  63017 636-733-7668
    Alternative Investment Warehouse
    Inquire with Alternative
    4820 S Kendall Drive, Independence, MO  64055 816-564-7182
    Bridgewater Wealth Management Group
    Inquire with Bridgewater
    6 Waggener Industrial Ct, Crystal City, MO  63019 636-937-9333
    Baron Financial Group
    Inquire with Baron
    2432 East Madrid, Springfield, MO  65804 417-886-1111
    Arthur Stone
    Inquire with Arthur
    7733 Forsyth Blvd, Ste 2100, Clayton, MO  63105 314-854-9304
    Amanda Johnson
    Inquire with Amanda
    4520 Main St. 8th, Fl, Kansas City, MO  64111 816-932-7886
    Barry Jateff
    Inquire with Barry
    14755 N Outer 40 Rd, Ste 500, Chesterfield, MO  63017 636-534-2000
    Bagby Wealth Management
    Inquire with Bagby
    302 North Walnut Street, Dexter, MO  63841 573-624-4771
    Andrew Taylor
    Inquire with Andrew
    14805 N Outer Forty Rd, Ste 200, Chesterfield, MO  63017 636-733-7632
    Brett Benyo
    Inquire with Brett
    701 Market St, Ste 1500, St. Louis, MO  63101 314-982-0354
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?