Our firm provides financial planning and investment management to families and small businesses in the St. Louis area since 1993. As a Certified Financial Planner^™, we handle a wide range of financial issues from helping a retiree plan a portfolio that matches their age and risk level to helping a family decide how much life insurance coverage is needed. 

The initial consultation is free of charge and as a fee based financial planner, we only have your best interest at heart.  Unlike many stockbrokers in the local area, our compensation from managed accounts never comes in the form of commissions that is contingent on the purchase or sale of a security.  Our fees on managed accounts only come from the client directly and not some brokerage firm.  This form of relationship eliminates an inherent conflict of interest, producing objective and unbiased recommendations.  Our competitive fee structure in combination with a high level of service produces a great experience for our clients.  .