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Client Specialties: Gen X, Intergenerational Families, Widow/Widower, Women in Transition
Quick Bio:
Wealth Advisor | Helping women clarify their financial goals and improve their lives.
Client Specialties: Couples/Partners, Gen X, Retirement Planning, Women's Finance
Quick Bio:
My goal is to be a financial coach and guide to busy working couples and to ensure that they are taking optimal advantage of all the benefits, such as stock compensation, 401k and cafeteria plans, available to them at their employers. I combine this with portfolio consulting based on sound investment principles and prudent tax planning. I strongly believe this to be winning formula for the long run
Client Specialties: Parents, SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance), Young Professionals
Quick Bio:
Andy was inspired to create ViviFi Planning to bring exceptional financial advice to young professional families that, without multi-million dollar portfolios to invest, have long been ignored by the financial industry. The firm is specifically designed to help families confidently make decisions with money that empower their lives and the lives of their children. This impact is far more than a job to Andy; it’s a mission.
Client Specialties: Business Owners, Divorced, Financial Life Planning
Quick Bio:
I specialize in successful divorce transitions. Every divorcee can create the better outcomes he/she truly wants. Yet, so many divorcees, as they chart unfamiliar waters, unnecessarily stack “avoidable costs” to their MONEY, TIME, ENERGY and HEALTH.
I help my clients to not only make smart money decisions, but also decisions that support who they want to be and the life they want to live. I do this by blending life coaching with financial planning.
Client Specialties: Gen X, Investment Planning & Management, Retirement Planning
Quick Bio:
Arthur helps busy individuals and families avoid planning procrastination by creating simple rules that will help you to save, grow and protect your assets. Arthur Flores, CFP® brings together both financial planning and wealth management services to help clients achieve their financial goals. Answering your most pressing financial questions is what Flores Wealth Planning is here to do.
Client Specialties: Business Owners, Gen X, Inherited Wealth, Tax Planning
Quick Bio:
I founded Kimble Advisory along with my Tax and Audit partners at Kimble CPA to provide a holistic approach to embolden our client’s successes. At Kimble Advisory, it is our fundamental duty to assist our Clients in not only developing, implementing and reviewing financial plans but also guiding clients in terms of Wealth Creation, Wealth Protection and Wealth Succession. You can feel confident knowing all your finances are in one place handled by a team of true experts, real people.
Client Specialties: Debt Management, Financial Therapy, Gen Y/Millennials, Young Professionals
Quick Bio:
Whether you’re stressed about debt, budgets, money management, or past financial decisions, we can help. We answer all questions from where and when to invest, how to file your taxes, to even the general “Am I doing this right?” as a comprehensive solution. Like my cycling coach helps me be my best, we’re here to help you be your best.
Client Specialties: Dual Income Family, Family Financial Planning, Gen X, Young Professionals
Quick Bio:
While I’m not a St Louis native, I am proud to call St Louis my home. I’ve spent over half of my career working for large wealth management firms. Frustrated with seeing needless products and services being pushed onto clients, I made the choice to leave the corporate world to establish an environment that is warm, educational and family focused.
Client Specialties: Attorneys, Gen X, Real Estate Professionals, Small Business
Quick Bio:
I founded Rising Tides Financial to help career driven professionals secure their financial future. As a CFP® and CPA with an Masters in Taxation, I understand the complex relationship between personal finances, including investments; and income taxes and pass that benefit along to my clients.
Client Specialties: Baby Boomers, Divorced Women, Retirement Planning, Widow/Widower
Quick Bio:
I do my best work for folks in or quickly approaching retirement and have worked with retirees for over 20 years. New clients are typically concerned with taxes in retirement, understanding if their assets will last throughout retirement and coordinating assets to replace their paycheck.
Client Specialties: Blended Family, Divorced Women, Gen X, Widow/Widower
Quick Bio:
Are you a blended family? Finances can be a touchy subject particularly when they involve children from a previous marriage or relationship. We specialize in retirement planning, tax optimization, investment management and estate planning for blended families. Our firm is flat fee only, so we can operate as a fiduciary at all times throughout our relationship.
Client Specialties: Gen Y/Millennials, Graduate Degree, Student Loan Debt, Young Professionals
Quick Bio:
I serve as an accountability partner for healthcare providers who have student loans.
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Disclosure
The advisor profiles made available through this find-an-advisor directory (the “Directory”) may be considered to be an endorsement of such advisors as the term “endorsement” is defined in Rule 206(4)-1 of the Investment Advisers Act of 1940 (the “Marketing Rule”). XY Planning Network LLC (“XYPN”) is not a current client of any advisors appearing in the Directory.
The existence and content of an advisor profile is not based on the actual experience of XYPN or any clients with such advisor, and is solely based on an advisor’s conformance with XYPN’s standard membership eligibility requirements. Advisors appearing in the Directory each pay an annual membership fee to XYPN, which is in consideration of a variety of services and benefits provided by XYPN to its advisor members – including the ability to be listed in the Directory. Due to the annual membership fees received from advisors, XYPN has a conflict of interest and a financial incentive to only include advisors in the Directory from whom XYPN has received compensation.
XYPN encourages prospective clients of advisors listed in the Directory to independently evaluate such advisors based on additional criteria deemed appropriate.
