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. 

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.