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Best St. Louis County, Missouri Financial Advisors

Choosing the right financial advisor can feel like navigating a labyrinth. The stakes are high – it’s your financial future on the line. In this article, we’ll explore some of the top financial advisors in St. Louis County, Missouri, delving into what makes them stand out. We’ll highlight reviews, credentials, contact information, and social media handles to help you make an informed decision. Let’s dive into the world of financial advising in St. Louis County and find the expert who will guide you to financial success.

What to Look for in a Financial Advisor

Selecting a financial advisor isn’t a decision to be taken lightly. The right advisor can help you build and protect your wealth, plan for retirement, and achieve your financial goals. But what should you look for? Experience is paramount – you want someone who has weathered various market conditions and understands the intricacies of financial planning. Certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA), signal a commitment to professionalism and ongoing education. Look for advisors who prioritize client education, providing you with the knowledge to make informed decisions. Transparency in fees and a fiduciary duty to act in your best interest are also crucial factors. Finally, consider their communication style – you need someone who listens and explains things clearly.

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Credentials to Seek in a Financial Advisor

When it comes to credentials, not all financial advisors are created equal. The CFP certification is often considered the gold standard. It requires rigorous education, a comprehensive exam, continuing education, and adherence to a strict code of ethics. CFAs, on the other hand, have deep expertise in investment management. Look for additional certifications like Certified Investment Management Analyst (CIMA) or Personal Financial Specialist (PFS) if you have specific needs. Membership in professional organizations, such as the Financial Planning Association (FPA) or the National Association of Personal Financial Advisors (NAPFA), can also indicate a commitment to high standards. Don’t be afraid to ask potential advisors about their qualifications and how they keep their knowledge up to date. The right credentials can give you confidence in their ability to guide your financial journey.

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Top Financial Advisors in St. Louis County

Here are some of the top-rated financial advisors in St. Louis County, based on Yelp reviews:

1. Krilogy Financial

  • Rating: 4.5 stars
  • Reviews: “Krilogy Financial has been a game-changer for my family’s financial planning. Their team is knowledgeable, responsive, and genuinely cares about our goals.”
  • Contact Information: 314-480-6000
  • Website: Krilogy Financial
  • Social Media: Facebook, LinkedIn

2. Moneta Group

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  • Rating: 4 stars
  • Reviews: “Moneta Group provides top-notch financial advice. Their comprehensive approach covers every aspect of our financial life.”
  • Contact Information: 314-726-2300
  • Website: Moneta Group
  • Social Media: Facebook, LinkedIn

3. Buckingham Strategic Wealth

  • Rating: 4.5 stars
  • Reviews: “I appreciate Buckingham’s evidence-based investment philosophy. They have helped me stay on track with my financial goals.”
  • Contact Information: 800-711-2027
  • Website: Buckingham Strategic Wealth
  • Social Media: Facebook, LinkedIn

4. Wamhoff Financial Planning & Accounting Services

  • Rating: 4 stars
  • Reviews: “Wamhoff has been a reliable partner for our family’s financial planning and tax preparation needs. Highly recommended.”
  • Contact Information: 636-573-1212
  • Website: Wamhoff Financial
  • Social Media: Facebook, LinkedIn

5. SFW Partners, LLC

  • Rating: 4.5 stars
  • Reviews: “SFW Partners has guided us through complex financial decisions with ease. Their expertise is unmatched.”
  • Contact Information: 314-569-3333
  • Website: SFW Partners
  • Social Media: Facebook, LinkedIn
Financial Advisor Rating Reviews Contact Information Website Social Media
Krilogy Financial 4.5 stars “Game-changer for financial planning.” 314-480-6000 Krilogy Financial Facebook, LinkedIn
Moneta Group 4 stars “Comprehensive approach to financial life.” 314-726-2300 Moneta Group Facebook, LinkedIn
Buckingham Strategic Wealth 4.5 stars “Evidence-based investment philosophy.” 800-711-2027 Buckingham Strategic Wealth Facebook, LinkedIn
Wamhoff Financial 4 stars “Reliable partner for financial planning.” 636-573-1212 Wamhoff Financial Facebook, LinkedIn
SFW Partners 4.5 stars “Guided us through complex decisions.” 314-569-3333 SFW Partners Facebook, LinkedIn

Detailed Review of Krilogy Financial

Krilogy Financial has established itself as a leading financial advisory firm in St. Louis County. With a strong emphasis on personalized service and a comprehensive approach to financial planning, Krilogy has garnered positive reviews from clients. One client noted, “Krilogy Financial has been a game-changer for my family’s financial planning. Their team is knowledgeable, responsive, and genuinely cares about our goals.” This sentiment is echoed by many who appreciate the firm’s commitment to understanding their clients’ unique needs and crafting tailored solutions.

The firm’s services include investment management, retirement planning, estate planning, and tax strategies. Krilogy’s advisors hold various certifications, including CFP and CFA, ensuring a high level of expertise. Their transparent fee structure and fiduciary duty to act in their clients’ best interests further enhance their credibility. Communication is a strong suit for Krilogy, with clients praising their ability to explain complex financial concepts in an understandable manner.

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Krilogy Financial’s website offers a wealth of resources, including educational articles and financial calculators, to help clients stay informed. They also maintain active social media profiles, providing regular updates and insights into market trends. Contacting Krilogy is easy, with options to schedule consultations online or via phone.

In-Depth Look at Moneta Group

Moneta Group is another top contender in St. Louis County’s financial advisory scene. Known for its comprehensive approach, Moneta Group covers every aspect of financial planning, from wealth management to tax planning. Clients consistently praise the firm’s thoroughness and attention to detail. One review highlights, “Moneta Group provides top-notch financial advice. Their comprehensive approach covers every aspect of our financial life.”

Moneta Group’s team comprises highly qualified professionals, many of whom hold advanced certifications such as CFP, CFA, and CPA. The firm’s collaborative approach ensures that clients benefit from a wide range of expertise. Transparency and client education are key pillars of Moneta Group’s philosophy. They provide clear explanations of their fee structure and offer numerous educational resources to empower clients.

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The firm’s commitment to excellence extends to its online presence. Moneta Group’s website features a user-friendly interface with access to financial planning tools and informative articles. Their social media channels offer regular updates on market developments and financial tips. Contact information is readily available, allowing prospective clients to easily reach out for consultations.

Buckingham Strategic Wealth’s Unique Approach

Buckingham Strategic Wealth stands out with its evidence-based investment philosophy. The firm emphasizes the importance of academic research in guiding investment decisions, a practice that has resonated with clients. One satisfied client shared, “I appreciate Buckingham’s evidence-based investment philosophy. They have helped me stay on track with my financial goals.”

The advisors at Buckingham hold impressive credentials, including CFP, CFA, and other specialized certifications. Their expertise spans various aspects of financial planning, including retirement planning, tax strategies, and estate planning. The firm’s commitment to acting in clients’ best interests is evident in their fiduciary duty and transparent fee structure.

Buckingham Strategic Wealth’s online resources are extensive, offering clients access to a wealth of educational materials. Their website includes informative articles, market updates, and financial calculators. Active social media profiles provide additional insights and engagement opportunities. Clients can easily contact Buckingham for consultations via phone or through their website.

Wamhoff Financial Planning & Accounting Services Overview

Wamhoff Financial Planning & Accounting Services has built a reputation for reliability and comprehensive service. The firm’s holistic approach integrates financial planning with tax preparation, providing clients with a one-stop solution. Reviews highlight the firm’s dependability, with one client noting, “Wamhoff has been a reliable partner for our family’s financial planning and tax preparation needs. Highly recommended.”

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Wamhoff’s team includes advisors with certifications such as CFP, CPA, and EA. Their expertise covers investment management, retirement planning, estate planning, and tax strategies. The firm’s transparent fee structure and fiduciary duty ensure clients receive unbiased advice. Wamhoff places a strong emphasis on client education, providing clear explanations and access to a variety of resources.

The firm’s website is a valuable resource for clients, offering educational articles, financial calculators, and tax planning tools. Wamhoff’s social media profiles provide regular updates and insights into financial and tax planning. Contacting Wamhoff is straightforward, with options to schedule consultations online or via phone.

SFW Partners, LLC’s Expertise

SFW Partners, LLC is known for guiding clients through complex financial decisions with ease. The firm’s expertise is widely recognized, with one client stating, “SFW Partners has guided us through complex financial decisions with ease. Their expertise is unmatched.” SFW Partners offers a range of services, including investment management, retirement planning, estate planning, and tax strategies.

The firm’s advisors hold various certifications, including CFP, CFA, and CPA, ensuring a high level of expertise. SFW Partners’ commitment to acting in clients’ best interests is evident in their fiduciary duty and transparent fee structure. The firm places a strong emphasis on communication, ensuring clients understand their financial strategies.

SFW Partners’ website provides a wealth of resources, including educational articles and financial calculators. The firm’s social media profiles offer regular updates and insights into market trends. Contact information is readily available, allowing prospective clients to easily reach out for consultations.

Conclusion

Choosing the right financial advisor is a crucial step towards achieving your financial goals. St. Louis County boasts a range of top-notch financial advisors, each with their unique strengths. Whether you prioritize comprehensive planning, evidence-based investing, or integrated tax services, there’s an advisor to meet your needs. By considering credentials, reviews, and the services offered, you can find the advisor who will guide you to financial success.

Financial Advisor Rating Reviews Contact Information Website Social Media
Krilogy Financial 4.5 stars “Game-changer for financial planning.” 314-480-6000 Krilogy Financial Facebook, LinkedIn
Moneta Group 4 stars “Comprehensive approach to financial life.” 314-726-2300 Moneta Group Facebook, LinkedIn
Buckingham Strategic Wealth 4.5 stars “Evidence-based investment philosophy.” 800-711-2027 Buckingham Strategic Wealth Facebook, LinkedIn
Wamhoff Financial 4 stars “Reliable partner for financial planning.” 636-573-1212 Wamhoff Financial Facebook, LinkedIn
SFW Partners 4.5 stars “Guided us through complex decisions.” 314-569-3333 SFW Partners Facebook, LinkedIn

By considering these factors and reviewing the top-rated advisors, you can make an informed choice that aligns with your financial goals and needs. Remember, the right advisor can make a significant difference in your financial journey, providing you with the guidance and expertise necessary to achieve long-term success.

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