We Build a Plan for ALL Your Finances
Gain Clarity • Achieve Financial Security • Enjoy Life
Are You Handling Your Finances the B.E.S.T. Way?
- Are you making good financial decisions?
- Will you be able to retire (stay retired)?
- Are you minimizing taxes now and in the future?
- Do you have an investment plan for this stage of life?
- Are you spending too much (too little)?
- Do you blindly throw money at goals without a plan?
Life can be stressful when you don’t have a plan for your finances. But it doesn’t have to be that way!
Get More From Your Finances with a Custom Plan
Get Specific Recommendations
Get clear action items you can start implementing right away!
Invest with Confidence
Our investment strategy is grounded in historical and analytical research.
Accomplish
Your Goals
No longer be in the dark about which goals you can accomplish.
Enjoy
Life
Have peace of mind knowing that you can enjoy life because you have a plan for your finances.
Why B.E.S.T. Wealth Management?
Access to a CERTIFIED FINANCIAL PLANNER™.
Financial Planning and Investment Management since 2006.
No upfront costs.
Read about Our Agreement to You.
We understand that many people face stress and uncertainty when they don’t have a plan for their finances. Perhaps you don’t have the desire to deal with your finances, don’t have the time to give your finances the proper attention, or don’t know if you’re handling your finances in the best way. Whatever the case, we can help. By working with us, you’ll free up your time and have a plan for your finances (with specific steps to follow) so that you can spend your time doing the things you love.
3 Easy Steps to a Financial Plan
Schedule a Meeting
(virtual or in person)
Gather Financial Docs
(with our easy to use guide)
Get a Customized Plan
(with specific recommendations)
Meet Our Clients
The Financial Planning Industry Has Let You Down
Many people question whether or not they should use the services of a financial planner. And for good reason. Our industry has let you down. From less-than-honest salespeople to greedy financial advisors, it’s no wonder that some people are skeptical.
We know and understand that you don’t want to be “sold” something. It’s for this reason that we are a non-commission-based office. We will not be selling you any product what-so-ever. We don’t receive commissions, kick backs, or referral fees of any kind. Instead, what we provide is quality financial planning advice and investment management services that are designed to help you get the most from your finances.
Another way that our industry has let you down is by charging such high fees or requiring very high investment minimums that you will never be able to afford them. This is often true even if you have built up a sizable nest egg. If there is one thing that you gather from our site, you’ll notice that we can’t stand antics like this. While it’s true that it is an investment (pun intended) to hire a financial planner, the fee should be fair and you should be receiving something in return. It should never be one-sided. This is exactly why we don’t impose any investment minimums. In other words, you don’t need to have a certain amount of assets to work with us. Furthermore, we offer a Satisfaction Guarantee so you can see the value we provide prior to you ever paying a dime. And once you see how we can hopefully improve your financial life, only then do you pay. And if you see no value, then you spend absolutely nothing!
One final area where our industry has let you down is through the false idea that you must have money to invest in order to work with a financial planner. The reality is that all people need a plan for their finances. In many cases, your financial situation could be far more complex than someone who has investable assets. Our mission is to help those who want help and not turn them away just because they haven’t built up enough wealth yet. After all, that is precisely why you are looking at hiring a financial planner – so that you can build up your wealth.
As a financial planning firm based in St. Louis, Missouri, hopefully you can see that our goal is to do things differently than the industry! So while there are some bad actors out there, don’t let that stop you from improving your financial life. Schedule a meeting today and let us help you put a plan together.
Featured In
