Best Missouri Financial Advisors
What to Look For in a Financial Advisor
When searching for the best financial advisor, it’s crucial to focus on specific criteria to ensure you’re getting top-tier advice. Credentials are a significant factor. Look for certifications like CFP® (Certified Financial Planner), CFA® (Chartered Financial Analyst), and ChFC® (Chartered Financial Consultant). These designations indicate a high level of expertise and commitment to ethical standards.
Another important aspect is the advisor’s experience and background. Advisors with extensive experience are likely to have encountered various financial scenarios and can provide nuanced advice. Additionally, consider their fee structure. Are they fee-only, fee-based, or commission-based? Fee-only advisors typically offer more unbiased advice since they don’t earn commissions from selling financial products.
-Client reviews and testimonials are invaluable. Check platforms like Yelp for detailed reviews from other clients. Positive reviews often highlight advisors who are not only knowledgeable but also personable and responsive. Finally, look into the services they offer. A comprehensive financial advisor should provide a wide range of services, including retirement planning, investment management, tax planning, and estate planning.
St. Louis Retirement Advisors
St. Louis Retirement Advisors is highly recommended for their comprehensive financial planning services with a special emphasis on retirement planning. Founded in 2008, their team of independent, fee-based wealth advisors provides personalized advice for individuals and couples nearing or in retirement. They navigate the complexities of investment management, healthcare costs, Social Security benefits, tax law, charitable giving, legacy planning, and lifetime income.
Dan Hummert, a senior wealth advisor at St. Louis Retirement Advisors, is a Certified Financial Planner™ practitioner and holds a Chartered Retirement Planning CounselorSM designation. He emphasizes retirement and income planning for individuals and families in the St. Louis region. Dan is deeply involved in his community and serves on the Investment Committee for Green Park Lutheran School.
Contact Information:
-- Address: 133 Chesterfield Business Parkway, Chesterfield, MO 63005
- Phone: 636-681-3100
- Website
Oppenheimer & Company
Oppenheimer & Company, located in Clayton, Missouri, is another top financial advisory firm. With 33 years of experience, David Naert is a well-respected advisor at this firm. He specializes in managing substantial assets, with a minimum of $500,000,000 under management. His fee-based structure ensures clients receive unbiased advice tailored to their financial needs.
The firm offers a wide range of services, including investment strategies, retirement planning, and wealth management. David’s extensive experience makes him a reliable choice for those seeking expert financial guidance in Missouri.
Contact Information:
- Address: 1 N. Brentwood Blvd, Suite 600, Clayton, MO 63105
- Phone: 314-721-7350
- Website
Hamilton Financial Planning, LLC
For those in Lebanon, Missouri, Hamilton Financial Planning, LLC offers dedicated financial advisory services. Lisa J Hamilton, a Certified Financial Planner™, leads the firm with 7 years of experience. The firm is known for its personalized approach, catering to clients with a minimum of $50,000 in assets.
Hamilton Financial Planning focuses on building long-term relationships with clients, offering tailored financial plans that address unique financial goals and challenges. Their fee-only structure ensures that advice is unbiased and in the best interest of clients.
-Contact Information:
- Address: 601-A N Jefferson, Lebanon, MO 65536
- Phone: 417-532-1558
- Website
Cutter & Company, Inc.
Cutter & Company, Inc., based in Ballwin, Missouri, is led by William L. Meyer, a seasoned financial advisor with 39 years of experience. The firm offers comprehensive financial planning services with a fee-based structure, ensuring clients receive personalized and unbiased advice. Their services include investment management, retirement planning, and estate planning.
William L. Meyer holds multiple designations, including CLU® (Chartered Life Underwriter), AIF® (Accredited Investment Fiduciary), and ChFC® (Chartered Financial Consultant), highlighting his expertise and commitment to client success.
-Contact Information:
- Address: 15415 Clayton Road, Ballwin, MO 63011
- Phone: 636-537-8770
- Website
Toberman Becker Wealth
Toberman Becker Wealth, located in Saint Louis, offers a range of financial services with a focus on wealth management. Michael Becker, a Certified Financial Planner™ and Chartered Financial Analyst®, leads the firm. Their fee-only structure ensures that advice is tailored to the best interests of clients without any conflicts of interest.
The firm is known for its commitment to excellence and personalized service, helping clients navigate complex financial landscapes and achieve their long-term financial goals.
Contact Information:
- Address: 1741 S Big Bend Blvd, Saint Louis, MO 63117
- Phone: 314-961-1550
- Website
Prudential Financial Advisors
Nick Love at Prudential Financial in Springfield, Missouri, provides financial advisory services with a focus on retirement and investment planning. Although specific details about his credentials and fee structure are not disclosed, Prudential Financial is known for its robust support and comprehensive financial services.
Prudential Financial Advisors offer a wide range of services, including insurance products, investment management, and financial planning. Their advisors are well-equipped to help clients achieve their financial objectives through tailored strategies and ongoing support.
Contact Information:
- Address: 3032-B S. Fremont Ave, Springfield, MO 65804
- Phone: 417-883-2121
- Website
Comprehensive Financial Advisory Table
To provide a quick overview of the top financial advisors in Missouri, here’s a table summarizing key information about each advisor:
| Advisor | Firm | Location | Experience | Minimum Assets | Fee Structure | Contact Information |
|---|---|---|---|---|---|---|
| Dan Hummert | St. Louis Retirement Advisors | Chesterfield, MO | 15 years | $250,000 | Fee-Based | 133 Chesterfield Business Parkway, Chesterfield, MO 63005 \n 636-681-3100 \n Website |
| David Naert | Oppenheimer & Company | Clayton, MO | 33 years | $500,000,000 | Fee-Based | 1 N. Brentwood Blvd, Suite 600, Clayton, MO 63105 \n 314-721-7350 \n Website |
| Lisa J Hamilton | Hamilton Financial Planning | Lebanon, MO | 7 years | $50,000 | Fee-Only | 601-A N Jefferson, Lebanon, MO 65536 \n 417-532-1558 \n Website |
| William L. Meyer | Cutter & Company, Inc. | Ballwin, MO | 39 years | $250,000 | Fee-Based | 15415 Clayton Road, Ballwin, MO 63011 \n 636-537-8770 \n Website |
| Michael Becker | Toberman Becker Wealth | Saint Louis, MO | Not Disclosed | Not Disclosed | Fee-Only | 1741 S Big Bend Blvd, Saint Louis, MO 63117 \n 314-961-1550 \n Website |
| Nick Love | Prudential | Springfield, MO | Not Disclosed | Not Disclosed | Not Disclosed | 3032-B S. Fremont Ave, Springfield, MO 65804 \n 417-883-2121 \n Website |
These advisors represent some of the best financial advisory services available in Missouri. Whether you’re planning for retirement, managing investments, or seeking comprehensive financial advice, these professionals offer the expertise and personalized service needed to help you achieve your financial goals.