Patricia Conway, CFP, MBA
Summary of Services:Conway Financial Group is designed to provide financial advisory and wealth management services to individuals and families, assisting much the same way that CFO’s chart the financial future of their co ... See More
Laura Holthaus, CFP, MS
Family Investment Center offers fee-only (commission-free) investment management services to individuals, families, and businesses.
Lesley Kilcullin, CFP, MBA
A financial plan built holistically includes much more than investment advice. It is an all-purpose tool that enables planner and client, working together, to make better financial decisions because each individual decisio ... See More
Donovan Brooks, CFP
Storyline Financial Planning LLC, created and owned by Donovan Brooks, exists solely to serve Gen X & Y individuals and families through tailored, valuable advice. Advice that is so personal and valuable that it changes the trajec ... See More
Bradley Combs, CFP, CPA
We take great pride in the fact that nearly all of our clients come to us on a referral basis and our retention rate is very high (with the majority having been with us 10 years or more).
Alexandra Heck, CFP
Correct Capital is a St. Louis-based financial advisory firm that specializes in helping individuals, families and businesses with retirement planning and portfolio management. As an independent advisory firm and privately owned company, we strive toSee More...
Our fidelity is to the Client. Our methodology is to construct and implement an individualized and integrated financial plan designed to achieve your personal and most treasured life goals and aspirations. Each client receives unique attention and inSee More...
Landmark is a fee-only financial planning & investment advisory firm. We offer clients a no-sale, no-commission, no pressure advice-based service tailored to meet the needs, goals and dreams clients have established as the priorities for their life.See More...
Prism Capital Management, LLC is an independent, fee-only investment advisor (RIA), registered in the state of Missouri. We provide investment management and consulting services to individual and institutional clients.
As a fee-only investment adv ... See More
Tyler Landes, AIF, CFP
Tandem Financial Guidance works with young professionals and families to make smart financial choices early and often, and to practice the behaviors necessary to achieve their big dreams.
Kristine McKinley, CFP, CPA
Beacon Financial Advisors, LLC, is an independent, Fee-Only financial planning firm located in Lee's Summit, Missouri.
Kristine focuses on providing Fee-Only financial planning, investment advice, and tax preparation to in ... See More
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