Financial Advisor in St. Louis, MO

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Trusted and Experienced Financial Advisor in St. Louis, MO.

Financial Advisor in St. Louis, MO. You work hard for your money, and you want to feel confident about how it's growing and how it's being used. Many individuals and families in St. Louis, MO don't have the financial literacy to be comfortable they're putting their money to good use, while others simply don't have the time or interest to stay up to date on market trends along with new rules and what's going on around the globe. That's when you need a dependable, experienced, and adept financial advisor supporting you. A Correct Capital financial advisor in St. Louis, MO will make your money work in a way that benefits you. We utilize in-depth research and analytics along with our decades of wealth management experience to build bespoke financial solutions for individuals, families, and companies in St. Louis, MO and beyond. Call us today at 314-930-401(k) or contact us online to discover how Correct Capital can help you.

A 2018 study by FINRA revealed that 53 percent of American adults are worried about their finances. A source of that apprehensiveness is frequently simply not being sure they're putting their money in the right places. After our St. Louis, MO financial advisor team gets to know you, your present financial situation 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 legally and ethically required to act in your best interest and we are not limited in the solutions we can suggest. Our financial advisors in St. Louis, MO have certifications that can only be acquired through exhaustive testing and by meeting strict education requirements.

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What Does a Financial Advisor in St. Louis, MO Do?

A financial advisor will asses your current finances, pinpoint means to improve it, and help you accomplish your long-term financial goals. A lot of St. Louis, MO residents frequently immediately think of investing when they consider wealth management services and financial advisors. While that is a fundamental feature of any financial plan, a professional financial advisor will be able to offer you comprehensive financial advice that takes into consideration the whole of your finances. Below are some of the services your Correct Capital financial advisor in St. Louis, MO will utilize to help you meet your goals.

  • Financial Planning

    Our finances are part of essentially anything we do, from retirement planning, to higher education, real estate purchases and sales, deciding on insurance policies, and feeding our families. The best financial advisors in St. Louis, MO offer comprehensive services and personalized guidance by considering your entire financial situation.

  • Tax Planning

    Taxes are part of practically every financial transaction and transfer. The IRS itself says that over 70 percent of taxpayers overpay in taxes each year. The United States tax code is infamously convoluted, but it allows for perfectly legitimate ways to lessen the amount of taxes you pay. A qualified and trustworthy St. Louis, MO financial advisor will be able to maneuver 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. Examples of assets are stocks, bonds, mutual funds, ETFs, cash equivalents, or alternative assets such as real estate. A financial advisor in St. Louis, MO will help allocate and diversify your assets in order to lessen 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, MO 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 what your source of income will be in retirement so you can spend your latter years exactly the way you want to.

  • 401(k) Services

    We offer 401(k) services to St. Louis, MO residents as well as St. Louis, MO businesses and business owners. Enacting a 401(k) plan is a wonderful way to retain your best employees and keep them productive and happy. Our retirement consultants represent more than $230 million in plan assets and thousands of plan participants across the nation. Our St. Louis, MO financial advisor team offers comprehensive 401(k) planning for business owners as well as personal benefits for their employees.

  • 401(k) Rollover

    When moving to a new job, it can be hard to know what to do with the savings you already accumulated in your old St. Louis, MO employer's 401(k) plan. You have several options, such as keeping the money in your current plan, putting it in 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

    Your money came from your hard work, and it's natural to want to leave a legacy and leave some wealth behind for the ones you love the most. Wealth transfers are different than merely leaving property behind in estate planning. A financial advisor in St. Louis, MO can best grow your money for not only your children but for future generations, even ones you haven't met yet.

  • Fiduciary Advising

    Anyone can call themselves a "financial advisor," so it's imperative to choose one who has accreditations and certifications from regulatory authorities such as the CFP Board, Fi360, InFRE, and FINRA. As fiduciary advisors and CERTIFIED FINANCIAL PLANNER™™ professionals, your St. Louis, MO 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, MO financial advisor at Correct Capital, we start by getting to know you and your aims. We will assess your current income, assets, investments, debts, and expenses. After we've accomplished that, we'll work in concert with you to ascertain your preferred risk tolerance and how we can best help you grow your money. As an independent advisory firm, our only obligation is to act in your best interest. There is no restrictions to the services, products, and investment opportunities our financial advisor team can recommend, and we will never try to sell you on something we do not believe in ourselves.

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

Call Correct Capital's St. Louis, MO 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, MO individual, family, or business owner and their financial advisor hinges on on trust. We have dedicated our lives to helping our clients meet their personal and financial objectives, whether that be sending your children to college or finally getting to drive that convertible in your retirement years. Call our St. Louis, MO 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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