Financial Advisors in Wentzville, Missouri (Saint Charles County)

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 decision is made within the context of the full picture. Competent and informed investment decisions must take into account all the other factors that comprise an investor's financial profile, including tax, estate planning, insurance, risk tolerance, specific family circumstances and ultimate financial goals.
For those individuals saving to meet their personal financial goals, whether college savings, a new home, or future retirement, we will work together to create a financial plan to achieve those financial goals. We focus on low-cost portfolios to maximize the investment returns.
For retired individuals, we address proper allocation of investments to reduce risks inherent in investing to levels that the investor can tolerate and feel comfortable throughout retirement. We will help an individual understand their risk tolerance and determine the proper asset allocation mix.
Often for retirees, their biggest concern is how to maintain the cash inflows in order to meet their daily living expenses. We will create a solution to balance your cash flow needs and determine the most tax-efficient strategy to withdraw your assets.
We will work with individual's tax accountants and attorneys, upon approval, to incorporate all aspects of your financial plan.... See More

David Zaegel, CFP, CPA
We love helping business owners take control of their finances. Business owners are often good at what they do and spend all of their time focusing on the business itself. We help remove other burdens and risks so business owners can focus on their business without worrying if they are missing something else in the process.... See More

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 company. Our services are tailored to help clients understand their financial issues and provide the tools, analysis and professional guidance to simplify the process in the management of their wealth. Together, we identify the financial requirements and objectives, paint the big picture of the investment issues and implement structure and processes to help our clients reach their goals and objectives. We also work with retirees to provide a framework that will balance the need to preserve and grow their capital base while meeting their cash flow requirements.We believe our financial advisory services should enable clients to have better control over the management of their wealth. We start with the core aspects of tracking and accumulating financial data to develop a financial plan to utilize as a roadmap to building their wealth.

Firm’s CommitmentOur company’s philosophy is to provide a high level of personalized service, dedicated to honesty and integrity. We believe in an independent and unbiased approach, with no conflict of interest. Our services are fee-only, and we are compensated by our clients only – we do take the position to put our Client’s Needs First and Foremost – a Fiduciary duty to Clients. The firm is not affiliated with any brokerage or insurance company, and we do not accept commissions or payments from vendors or providers of investment or insurance products.
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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. Landmark has no asset or income minimums, and works across the spectrum with clients of varying income levels and financial knowledge. We keep do-it-yourself types on the right path, and offer a more hands-on approach, as needed, for clients wishing to outsource most financial management yet retain final decision-making authority. Because our compensation comes only from our clients, we recommend the best products available at the lowest cost—eliminating the conflict of interests inherent in the practices and proprietary products sold by well over 90% of financial companies, including the largest brokerages and insurers. Landmark is a fiduciary, which means we put forth all relevant information to our clients and act in their best interest—unlike the large firms who use a “suitability” standard that permits their agents to offer financial advice while also selling a product which may diverge from the client’s best interest.... See More

Alexandra Heck, CFP

Pamela Hardin

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).

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 to be free of the conflicts of interest that many larger firms have.

As a Registered Investment Advisor (RIA), our team’s qualifications are exceptional. With two leading CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, an Accredited Investment Fiduciary® (AIF®), and experienced retirement counselors, we are required to honor our Fiduciary duty above all. We pledge that we will practice full disclosure, due diligence, and clear client communication from day one. Our team is made up of specialists who work in a collaborative atmosphere with our clients.

We go beyond investments in getting to know and helping our valued clients succeed and live the best possible life. We never take for granted the trust, commitment, responsibility, and friendship our clients extend to us. Trust really matters.... See 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 interest in their personal situation, their family’s welfare, and their goals and aspirations both in the near-term and for their retirement years. We serve those who have a long-term perspective in protecting their wealth, prudently growing their wealth, and those who wish to enjoy comfortably the fruits of their labor – Retire Young Enough to Enjoy It.... 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 advisor Prism Capital does not receive commissions, revenue sharing, or third party payments of any kind. Nor do we participate in any "soft dollar" or other arrangements involving the exchange of business for research or other goods or services. Client fees are our sole source of revenue.

Prism Capital serves its clients in a fiduciary capacity. As a fiduciary, we owe a duty of care, diligence, and undivided loyalty to our clients, and we take this responsibility very seriously. The duty owed our clients is foremost in all we do.... See More