3 Wealth Management And Financial Advisors That Should Be On Your Radar
Whether you are just starting your search for a financial advisor or you’re seasoned in the area and looking for a trusted resource, we know it’s important to ALIVErs to find a wealth management professional who’s aligned with your goals. We’ve teamed up with three of the top financial planners in St. Louis to make your decision easy.
Plaza Advisory Group, Inc. has been providing financial services in the St. Louis area since 1985 and is now celebrating 30 years in the business. The focus of Plaza’s proactive financial specialists is helping people make smart decisions and durable plans before, during and after major life and business events. With industry credentials like Certified Financial Planner® and Certified Divorce Financial Analyst™, members of the Plaza team are experts at helping clients navigate transitions and gain confidence. Plaza’s financial experts focus on research, analytics and fact-based strategy, not on selling products.
Partners Scott Bensinger, Thomas Briggs and Peter Dolan worked for a large San Francisco firm but decided to start their own company so they could focus on client needs instead of marketing and selling. Partner Judy Rubin, who joined Plaza in 2011, is especially passionate about helping women take control of their finances. The Plaza team loves to build solid relationships with clients and offer them not only top-notch financial services, but also financial education to help them understand the financial world and attain personal goals.
Plaza Advisory Group, Inc.
101 S. Hanley Road, Ste. 1350
St. Louis, MO 63105
Instead of ordering a la carte, the clients of Six Point Financial Group receive a comprehensive, full-service approach to financial planning and investment management. The eponymous “six points” are the six aspects of planning that form the roadmap to help clients accomplish their goals: investment planning and analysis; cash flow analysis; gift and estate planning; insurance counseling; tax planning and education/retirement planning.
Six Point Financial Group, which currently manages more than $200 million in assets, is independent: The group isn’t driven by a single philosophy or financial product. Instead, the advisors’ freedom allows them to dedicate time to each client and deliver customized solutions—this personalized service is the hallmark of their group.
New clients meet with advisors Karen Evans and Pamela Zell to define their life objectives. Then the advisors tailor a financial plan to meet their clients’ personal goals. When it comes to important questions like, “Can I retire?”, “Am I spending too much?” and “What happens if the market crashes?” it’s important to make sure that financial plans are truly all-encompassing.
The presentations advisors build for each client not only look at opportunities to grow a portfolio but also review what could happen if the market takes a downturn. Advisors walk clients through how a decline in the market might hinder their ability to meet objectives, educating them both visually and in terms of dollars so clients are fully informed. Then, together, they review opportunities to make changes to allow clients to continue dreaming big. Clients always have a voice at Six Point, and the team approach to the decision-making process that results builds trust—a quality integral to satisfaction and success.
The advisors’ CFP designations certify their professionalism; outside of the office they actively attend and participate in seminars, due-diligence meetings, economic forums and meetings with industry leaders, which puts them at the top of their game. Their community involvement extends out to organizations like St. Louis Crisis Nursery and Kids in the Middle.
By taking the time to get to know their clients (and their families) personally, Six Point Financial Group advisors build a relationship that exceeds client expectations. Their thorough, client-first approach creates an atmosphere in which clients expect—and receive—transparency, honesty and respect, secure in the knowledge that they’ll be a part of the decision-making process along the way. After all, they’re part of the Six Point family.
Six Point Financial Group, LLC
14755 N. Outer 40 Drive, Ste. 204
Chesterfield, MO 63017
Financial lives are complex to navigate without expert knowledge, which is why it’s critical to entrust them to a firm that can plan with experience, objectivity and independence. Foundation Wealth Management advisors, led by founder and President Pamela A. Hardin, CFP®, are qualified to handle every aspect of a client’s financial life and to act as a liaison between the myriad players in it: accountants, attorneys, insurance agents and more.
The advisor-client relationship at FWM begins with a comprehensive financial plan before any specific recommendations are given. It includes analyses of the clients’ current investments, cash flow, risk management and other critical areas. Clients call on FWM for guidance managing both self-made and multigenerational wealth, and as a female-owned business, the firm is especially qualified to serve women in transition. Plus, as a fee-only firm that maintains its independence, FWM advisors can form the best bespoke strategy for the client without compromising their own planning and investment philosophies.
Clients who come to FWM know that, as a Registered Investment Advisory firm, they will be transparent in their communication. Very few things are more personal than finances, and it’s critical that a client’s advisor know about the people and issues that matter to him or her. The relationship-building carries to the other financial agents in a client’s life as well, and FWM’s work as a planning liaison ensures that those ties are strong in order to set the client up for success. When it comes to the important numbers in life, it’s best to turn to professionals—and FWM’s 97 percent year-over-year client retention rate is a true testament to their expertise.
Foundation Wealth Management, LLC
8000 Maryland Ave., Ste. 1165, Clayton, MO 63105
Foundation Wealth Management LLC is an SEC registered investment advisor. For more information, you may request a copy of the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov. This information is subject to change and does not constitute an offer, solicitation or recommendation to purchase any particular security.
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