Financial Services Done Differently

At Correct Capital, your goals are ours and we go the extra mile to help you meet them.

Financial Advisors in St. Louis, MO Welcome to Correct Capital.

Correct Capital is an independent, privately held wealth advisory firm built around our St. Louis, MO clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and into your future.

Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We build solutions that meet you where you are now and are made to offer you financial peace. Whether you are years away from retiring, contemplating retirement, or are currently enjoying retirement, we can help secure your future.

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Are you ready to experience the Correct Capital difference?

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Meet our team of financial advisors.

Our Team

Experience The Correct Capital Difference

As life becomes complex, having someone you trust to ensure that you are making all the right financial moves is invaluable. At Correct Capital, we provide a client-centric experience tailor-made to fit your needs. See for yourself how the freedom and flexibility of an independent financial advisor can help you on your financial journey.

Fiduciary Advisors

As Fiduciary Financial Advisors, we are St. Louis investment professionals licensed with the US Securites and Exchange Commission. We are legally required to put your interests as a client ahead of our own.

Modern Technology

We offer secure online access to your information through your own financial organizer for anytime visibility into your financial life. We also leverage best-in-class analytics and software when considering your goals, retirement plan, and portfolio.

Our I.O.U. Approach

Independent. Objective. Unbiased. We strive to reduce natural conflicts that ofter arise in large, complex financial firms and decisions. We thoroughly research your concerns and provide you with the best solutions.

CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™s are held to high professional and ethical standards. As CFP® professionals, we are trained to help you develop a comprehensive strategy to reach both your short- and long-term financial goals.

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Accredited Investment Fiduciary®

AIF®-certified professionals assure clients that they have a fundamental understanding of the principles of fiduciary duty, the standards of fiduciary conduct, and a process for carrying out fiduciary responsibilities.

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Certified Retirement Counselor®

The CRC® program is a retirement-specific certification program that demonstrates a mastery of retirement accumulation/distribution planning strategy, a commitment to retirement planning as a profession, adherence to a code of ethics, and continuing education.

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Who We Serve

Correct Capital offers services tailor-made to fit the needs of individuals, small businesses, and larger corporations alike. We recognize that everyone’s situation is unique and that no two people have the same needs. Our financial specialists are ready to help your St. Louis, MO family or company meet your financial benchmarks.

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A Complete Selection of Financial Services

No matter your financial needs or goals, Correct Capital’s team of experienced financial professionals in St. Louis, MO will help you plan your personal journey to financial security. We offer a wide variety of services tailored to meet your benchmarks.

Financial Advisors

Independent and honest, our financial advisors put you on the path to complete financial stability.

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Retirement Planning

Let our experienced team give you the tools and resources needed to retire comfortably on your terms.

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Portfolio Management

Having a diverse, broad-based group of financial interests is ideal, but not easy to achieve. Our St. Louis portfolio management specialists can help find the “sweet spot” between risk and reward.

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401(k) Services

Offer your hardworking St. Louis employees the sponsored 401(k) plan that suits your unique needs as a company.

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Fiduciary Advisors

Choose an investment advisor who puts you first in everything they do.

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Tax Planning

Don’t let the possibilites of higher taxes, either now or in the future, affect your retirement goals.

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401(k) Rollover

There’s never been more options when it comes to how to invest for retirement. Let our team help you find the best one for your situation.

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Financial Planning

You have financial goals in life, but do you know how to reach them? Our CERTIFIED FINANCIAL PLANNER™ and team can chart a course to meet your dreams and provide you with peace of mind.

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