Financial Advisor St. Louis

Wealth management and financial planning services in St. Louis, MO.

Trusted and Experienced St. Louis Financial Advisor

Financial Advisor in St. Louis, MO. You work hard for your money, and you want to feel secure about how it's growing and how it's being used. Many St. Louis residents don't have the financial literacy to be confident they're making the best decisions with their money, while others simply don't have the time or interest to stay up to date on market trends along with new laws, regulations, and global events. That's when you need a trustworthy, experienced, and knowledgeable financial advisor in your corner. A Correct Capital financial advisor in St. Louis will make your money work for you. We utilize in-depth research and analytics along with our decades of experience to create personalized financial solutions for individuals, families, and businesses in St. Louis and beyond. Call us today at 314-930-401(k) or contact us online to learn how Correct Capital can help you.

A 2018 study by FINRA found that 53 percent of American adults are anxious about their finances. A source of that anxiety is often just not being sure they're putting their money in the right places. Once our St. Louis financial advisor team gets to know you, your finances and your financial goals, we'll create a road map to help you achieve them. As a fiduciary and an independent firm, every Correct Capital financial advisor is obligated to act in your best interest and we are not limited in the solutions we can offer you. Our financial advisors in St. Louis have certifications that can only be awarded through rigorous testing and by meeting stringent education requirements.

Financial Advisor St. Louis | Wealth Management Services | Financial Planner Near Me

What Does a St. Louis Financial Advisor Do?

A financial advisor will analyze your current financial situation, identify ways to improve it, and help you meet your long-term financial goals. Many St. Louis residents often immediately think of investing when they think of wealth management services and financial advisors. While that is a core component of any financial plan, a qualified financial advisor will be able to offer you comprehensive financial advice that takes into account the entirety of your finances. Below are some of the services your Correct Capital financial advisor in St. Louis will implement in order to help you reach your goals.

  • Financial Planning

    Our finances are involved in almost anything we do, from making sure we're set up in retirement, to education, real estate transactions, picking insurance policies, and putting food on the table each night. The best financial advisors in St. Louis offer holistic services and bespoke guidance by taking into account your entire financial situation.

  • Tax Planning

    Taxes are involved in virtually every financial transaction and transfer. According to the IRS's own data, over 70 percent of Americans overpay in taxes each year. The United States tax code is notoriously complex, yet it allows for perfectly legal ways to reduce your tax liability. A professional and trustworthy St. Louis financial advisor will be able to navigate your tax implications in any transaction in the interest of keeping more money in your pocket.

  • Portfolio Management and Asset Management

    Your financial portfolio is the collection of your financial assets. They can include stocks, bonds, mutual funds, exchange-traded funds, cash equivalents, or alternative assets such as real estate. A St. Louis financial advisor will help allocate and diversify your assets in order to mitigate risk and best position your money for growth.

  • Retirement Planning

    Depending on where you currently are in life and your desired lifestyle when you retire, your St. Louis financial advisor will help with tax implications, considering the best age to retire, when to withdraw money and how much to withdraw. A financial advisor will help you formulate a budget and plan for where your income will come from in retirement so you can spend your golden years exactly the way you want to.

  • 401(k) Services

    We offer 401(k) services to individuals and families as well as St. Louis businesses and business owners. Implementing a 401(k) plan is a great way to retain your best employees and keep them productive and happy. Our retirement consultants represent over $230 million in plan assets and thousands of plan participants nationwide. Our St. Louis financial advisor team offers comprehensive 401(k) planning for companies as well as individualized benefits for their employees.

  • 401(k) Rollover

    When moving to a new job, it can be difficult to know the best way to manage the money you've already saved in a previous St. Louis employer's 401(k) plan. You have several options, including keeping the money in the account it is currently in, moving it to a new 401(k), or putting the money in one of a variety of IRA accounts. A financial advisor will know how to best approach managing your 401(k) funds.

  • Generational Wealth Transfers

    You work hard for your money, and it's natural to want to leave a legacy and leave some wealth behind for the people you care about the most. Wealth transfers are different than simply leaving gifts behind in estate planning. A St. Louis financial advisor can best position your money for not only your children but for generations to come, even ones you haven't met yet.

  • Fiduciary Advising

    Anyone can call themselves a "financial advisor," so it's important to choose one who has accreditations and certifications from regulatory bodies such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and as a Certified Financial Planner™, your St. Louis financial advisor at Correct Capital is bound by a "Code of Ethics and Standards of Conduct" to:

    1. Act with honesty, integrity, competence, and diligence.
    2. Act in the client's best interest.
    3. Exercise due care.
    4. Avoid conflicts of interest, disclose them when they arise, and manage them in the client's best interest.
    5. Maintain confidentiality and protect the privacy of client information.
    6. Act in a manner that reflects positively on the financial planning profession and CFP® certification.

When you hire a St. Louis financial advisor at Correct Capital, we start by getting to know you and your goals. We will evaluate your current income, assets, investments, debts, and expenses. Then, we'll work with you to ascertain your preferred risk tolerance and how we can best help you grow your wealth. As an independent advisory firm, our only obligation is to act in your best interest. There is no limitation to the services, products, and investment opportunities our financial advisor team can offer you, and we will never try to sell you on something we do not believe in ourselves.

Financial Advisor in St. Louis | Wealth Management Services | Financial Planner Near Me

Call Correct Capital's St. Louis Financial Advisor Team Today

Your money and the decisions you make with it are personal. At Correct Capital, we believe the relationship between a St. Louis individual, family, or business owner and their financial advisor is based on trust. We have dedicated our lives to helping our clients reach their personal and financial goals, whether that be sending your children to college or finally getting to buy that dream car in your retirement years. Call our St. Louis financial advisor team today at 314-930-401(k) or contact us online to take the first step in growing your wealth the way you want to.


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