Financial Advisor in St. Louis, MO

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

Financial Advisor in St. Louis, MO. Your money is a product of your hard work, and you want to feel certain 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 sure they're making the best decisions with their money, while others merely don't have the time or interest to stay up to date on market trends along with new laws and what's going on around the globe. That's when you need a trustworthy, experienced, and skilled financial advisor supporting you. A Correct Capital financial advisor in St. Louis, MO will make your money work for you. We use in-depth research and analytics along with our decades of financial planning experience to design custom financial plans for individuals, families, and businesses 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 reported that 53 percent of American adults are nervous about their finances. A source of that concern is frequently simply not being sure they're managing their money correctly. Once our St. Louis, MO 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, your Correct Capital financial advisor is required to act in your best interest and we are not limited in the solutions we can endorse. Our financial advisors in St. Louis, MO have certifications that can only be gained through exhaustive testing and by meeting stringent education requirements.

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

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

A financial advisor will asses your extant finances, determine ways to enhance it, and help you achieve your long-term financial goals. A lot of St. Louis, MO residents typically immediately think of investing when they hear wealth management services and financial advisors. While that is a principal facet of any financial plan, a qualified financial advisor will be able to give you holistic financial advice that gives consideration to the whole of your finances. Below are some of the services your Correct Capital financial advisor in St. Louis, MO will implement to help you reach your goals.

  • Financial Planning

    Our money is part of practically everything we do, from retirement planning, to higher and continuing education, real estate deals, picking insurance policies, and putting food on the table each night. The best financial advisors in St. Louis, MO offer overarching services and bespoke counsel by taking into account your entire financial situation.

  • Tax Planning

    Taxes are part of more or less every financial transaction and transfer. According to the IRS's own data, the vast majority of people in the United States overpay in taxes each year. The United States tax code is notoriously complicated, however it allows for perfectly valid ways to reduce your tax liability. A qualified and trustworthy St. Louis, MO 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 aggregation of your financial assets. Examples of assets are stocks, bonds, mutual funds, exchange-traded funds, cash equivalents, or alternative assets such as cryptocurrencies. A financial advisor in St. Louis, MO will help allocate and diversify your assets in order to reduce risk in the interest of growing your money.

  • 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, knowing the best age to retire, when to withdraw money and how much to withdraw. A financial advisor will help you put together a budget and plan what your source of income will be in retirement so you can spend your golden years exactly the way you want to.

  • 401(k) Services

    We provide 401(k) services to individuals and families as well as St. Louis, MO 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 in excess of $230 million in plan assets and thousands of plan participants nationwide. Our St. Louis, MO financial advisor team offers comprehensive 401(k) planning for businesses as well as personal benefits for their employees.

  • 401(k) Rollover

    When changing to a new job, it can be confusing to know what to do with the savings you already accumulated in a previous St. Louis, MO employer's 401(k) plan. You have several options, such as keeping the money in the account it is currently in, putting it in a new 401(k), or moving the money to one of several IRA accounts. A financial advisor will know how to best go about managing your 401(k) funds.

  • Generational Wealth Transfers

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

  • Fiduciary Advising

    Anyone can give themselves the title of "financial advisor," so it's important to pick one who has received 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, MO financial advisor at Correct Capital must act in accordance with 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 begin by getting to know you personally and your goals. We will evaluate your current income, assets, investments, debts, and expenses. Once we've completed that, we'll work in tandem with you to determine your preferred risk tolerance and how we can best help you accomplish your goals. As an independent advisory firm, our only commitment is to act in your best interest. There is no limit to the services, products, and investment opportunities our financial advisor team can propose, 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 know the relationship between a St. Louis, MO individual, family, or business owner and their financial advisor is based on trust. We have dedicated our careers to helping our clients realize their personal and financial objectives, whether that be setting up a 401(k) plan or finally getting to buy that dream car in your golden 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 achieving your dreams.

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