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Who We Are

We are local and independent, with access to global resources and cutting-edge technology.

We believe in planning before investing, because knowing how much money you need—and when you will need it—are important determinants in your investment success.

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What We Do

What We Do

We use a “Plan First” approach to investing, because we believe knowing how much money you need--and when you will need it--are the most important factors in your investment success.

By planning first, we demystify the complex interactions of investments, taxes, Social Security and other concerns that create indecision. We replace “paralysis through analysis” with a clear, confident path forward that reflects the unique goals, ambitions, and circumstances of each person we work with.

How We Do It

How We Do It

  1. Setting Goals
  2. Reviewing Current Situation
  3. Evaluate Alternatives
  4. Implement the Plan
  5. Monitor and Adjust

By following these steps, individuals or businesses can establish a comprehensive and adaptive financial plan that aligns with their objectives and evolves with their changing circumstances. Regularly revisiting and adjusting the plan is crucial for long-term financial success.

Who We Work With

Who We Work With

We meet most of our clients as they are experiencing transitions in life (such as retirement, receiving an inheritance, or downsizing), and who realize their lives are too busy or complex to do it themselves.

Our clients are business owners and successful people who have retired or are nearing retirement. Our Central West End location brings us in contact with neighbors and employees of the large area institutions (Washington University, St. Louis University, BJC). 

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