Our Partners

Our partners help us deliver on our promise to serve you

As a St. Louis Fiduciary Financial Advisor, you give us your trust and friendship. Trust forms the foundation of our relationship. Being an independent firm, we have the freedom and flexibility to tailor our offerings to best suit the goals of our clients.


Where Are My Assets Held & How Safe Will They Be?

Fidelity Investments and Charles Schwab are our preferred custodians. Fidelity and Schwab offer impeccable financial stability and remain industry leaders in custody, trading technology and financial services. They are recognized for comprehensive account offerings, education/retirement planning tools and outstanding customer service. In addition, insurance is provided by the Securities Investor Protection Corporation (SIPC) to protect client assets.

The Difference Between An RIA & A Registered Rep

As a Registered Investment Advisor (RIA), we have elected to adopt the fiduciary standard of client care. This means that we are legally and ethically obligated to place your interest above all others with complete transparency. In contrast, Wirehouse reps are not fiduciaries, as they focus on investment suitability. As an RIA, we eliminate conflicts of interest and fully document our commitment to you. Put simply, RIA's strictly work for the client, while Wirehouse reps work for their respective firm.

Fidelity Investments Blackrock Investment Zacks Investment Research

Money Advisor Secure Investor Protection Corporation

Charles Schwab Investments GeoWealth Asset Management Platform

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Meet our team of financial advisors.

Our Team

Services We Offer