Find the right advisors to meet your financial planning needs in Missouri

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Missouri that can fulfill your requirements.

List of Qualified
Financial Planners in Missouri

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David Naert

Oppenheimer & Company

1 N. Brentwood Blvd
Suite 600

Clayton, MO 63105

314-746-2540

Connect with David
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Edward Taylor

The Jamison Edward Group

601 NE 70th Street
#101

Kansas City, MO 64118

816-429-5055

Connect with Edward
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John C. Wahl

One Bridge Wealth Management

230 South Bemiston Avenue, Suite 910

Saint Louis, MO 63105

314-924-8009

Connect with John
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Severin Investments, LLC

Severin Investments, LLC

211 N Broadway, Suite 2925

Saint Louis, MO 63102

866-983-2707

Connect with Severin
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William L. Meyer

Cutter & Company, Inc.

15415 Clayton Road

Ballwin, MO 63011

636-537-8770

Connect with William
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Ryan Powers

Krilogy

275 N. Lindbergh Blvd., Suite 20

Saint Louis, MO 63141

314-884-2818

Connect with Ryan
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Alec Bethurum

Sterneck Capital

4510 Belleview Ste 204

Kansas City, MO 64111

816-268-2233

Connect with Alec
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Dexter Lamb

Allworth Financial

3 Cityplace Dr Suite 290

Saint Louis, MO 63141

888-242-6766

Connect with Dexter
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Jared Reynolds

WR Wealth Planners

200 E. Southampton Dr. Ste 101

Columbia, MO 65203

573-875-3939

Connect with Jared
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John Killoy

Edelman Financial Engines, LLC

9203 NE 152 Highway

Kansas City, MO 64158

913-312-1713

Connect with John
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John Killoy

Edelman Financial Engines, LLC

210 SW Market Street

Lees Summit, MO 64063

913-312-1713

Connect with John
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Alan Suiter

First Financial Consultants

3816A S Greystone Ct

Springfield, MO 65804

417-881-0400

Connect with Alan

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?

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Interview top quality financial planners who meet your requirements

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