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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
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Accuracy: We match you to vetted advisors that closely align with your needs.
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Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Ballwin
has
5
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
6
non-vetted advisors in your local area. These financial advisors in
Ballwin,
Missouri
have an average of
20
years of experience.
NOTE: The list of vetted financial
advisors in
Ballwin,
Missouri
mentioned below does 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
Ballwin, Missouri.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 39 Years | $0 | $250,000 | Fee-Based | |
| 13 Years | Not Specified | $0 | Fee-Based | |
| 12 Years | Not Specified | Not Specified | Fee-Only | |
| 33 Years | $500,000,000 | $500,000 | Fee-Based | |
|
John C. Wahl
CFP®, ChFC® ONE BRIDGE WEALTH MANAGEMENT 230 South Bemiston Avenue, Suite 910, Saint Louis, MO 63105 |
6 Years | Not Specified | $500,000 | Fee-Based |
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,
Ballwin,
MO
63011
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 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".
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
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,
MO
63126
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.
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# 6306558
Firm CRD# 310346
Compensation/Fee Fee-Only, Based on Assets
Office Location
1741 S Big Bend Blvd,
Saint Louis,
MO
63117
Phone Number
314-783-9860
Craig Toberman is the Founder of Toberman Wealth in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.
Toberman Wealth is a Fee-Only Financial Advisor in St. Louis providing retirement planning advice and fiduciary investment management. At Toberman Wealth, we believe in comprehensive financial planning that helps families achieve their goals. Our firm is a family business, and we treat our clients as part of our extended family. From our family to yours, lets create a plan to grow your wealth and bring your family closer in the process.
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
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,
Clayton,
MO
63105
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.
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,
MO
63105
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.
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 50 | 2202 | $887,346,918 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
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 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?
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.
