Welcome to your trusted partner in financial success, right here in the St. Louis area! We are a small, independent financial advising group with a big commitment to your future. Our expertise lies in tax-managed investing, annuities, retirement planning, and college education planning, and we pride ourselves on providing personalized strategies tailored to meet your unique needs.
As fiduciaries, we always put your interests first. Our dedication to transparency and integrity means you can trust us to deliver expert advice at highly competitive prices. We believe that financial planning should be accessible and straightforward, ensuring that you have the confidence to make informed decisions about your financial future.
Our team is led by founder Shawn Smith, an experienced Investment Advisor Representative with over 25 years in the financial industry. Shawn's extensive knowledge and client-focused approach have helped countless families and individuals pursue their financial goals. Joining him is Korey Knepper, another skilled Investment Advisor Representative, who brings fresh perspectives and innovative solutions to our clients. Completing our team is Jennifer Bruer, our friendly and efficient Client Service Associate, who ensures that your experience with us is seamless and personalized.
At our firm, we understand that each client's journey is unique. Whether you're planning for a comfortable retirement, looking to invest wisely, or saving for your child's education, we are here to guide you every step of the way. Our comprehensive approach covers all aspects of financial planning, allowing you to build a solid foundation for a secure future.
We are passionate about helping you achieve your financial goals and ensuring a bright future for your family. Let us be the partner you can rely on to navigate the complexities of financial planning. Together, we will build your financial security, one smart decision at a time.
Thank you for considering us as your financial advisors. We look forward to working with you and helping you achieve a prosperous future.