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Best Financial Advisors in St. Louis
St. Louis Financial Planners
Planning your financial future requires more than spreadsheets and forecasts—it takes trust, strategy, and a vision that lasts. The best financial advisors in St. Louis are recognized for blending technical expertise with personalized guidance that empowers clients to achieve their goals. From retirement planning and wealth management to business succession and estate strategies, these advisors are shaping financial security for individuals, families, and organizations across the region. Some are independent consultants, others run boutique practices, and many serve as leaders within established firms—yet all share the same mission: helping people make smarter financial decisions today for a stronger tomorrow.
At Digital Reference, we spotlight professionals who set the standard in financial planning and wealth management. By connecting you with trusted St. Louis advisors, we provide clarity, insight, and confidence in navigating your financial journey.
Methodology: How We Chose These St. Louis–Based Financial Advisors
Our selection process ensures that every featured professional has a proven record of impact, expertise, and credibility:
🔎 Research-driven: Verified results, case studies, and consistent financial frameworks.
📈 Client-reviewed: Real feedback that reflects trust, satisfaction, and measurable outcomes.
🏆 Industry-recognition: Awards, thought leadership, and contributions to advancing financial planning.
🌍 Location-based: Advisors rooted in St. Louis, directly serving the needs of their community.
With these criteria in mind, we’re proud to highlight the standout professionals shaping St. Louis’s financial advisory landscape.
🌟 Meet the Financial Advisors in St. Louis
♦️ Jayson M. Thornton
CFP®, EA – Financial Advisor & Managing Partner, Thornton Advisor Group LLC
As both a CFP® and an IRS Enrolled Agent, Jayson Thornton offers clients a unique blend of financial planning and tax expertise. He works with individuals, families, and small business owners to maximize opportunities while minimizing tax liabilities. Known for his approachable style, Jayson frequently shares his knowledge in financial media and local workshops. His focus on accessibility has made him a go-to resource for clients seeking practical guidance without jargon.
💡 Why Jayson stands out as a Financial Advisor:
🔹 Dual expertise in financial planning and tax representation.
✨ Frequent financial media contributor, making complex topics easy to understand.
📌 Advocates for financial literacy across St. Louis communities.
💡 Provides small business owners with tailored, tax-smart strategies.
♦️ Michele Clark
Senior Portfolio Manager l Financial Planner at Acropolis Investment Management, LLC
Michele Clark stands out for her fee-only, hourly model that makes financial planning accessible to individuals at all stages of life. Her practice focuses on retirement readiness, education planning, and investment strategies, giving clients flexibility in how they engage her services. With both CFP® and CRPC credentials, she blends technical expertise with client education. Michele is deeply committed to ensuring her clients leave meetings with confidence, clarity, and action steps they can trust.
💡 Why Michele stands out as a Financial Advisor:
🔹 Pioneer of the hourly planning model in St. Louis.
✨ Strong expertise in retirement-focused strategies.
📌 Dedicated to client empowerment through clear education.
💡 Accessible advisor for those seeking flexible, no-retainer planning.
♦️ Gregg Gonzalez
Founder / Financial Planner at RetireStrong Financial Advisors
Gregg Gonzalez helps clients retire with confidence through strategies focused on long-term stability and sustainable growth. His practice emphasizes retirement income planning, helping families and individuals align investments with lifestyle goals. With a reputation for building trust, Gregg takes the time to understand each client’s personal story before tailoring solutions. His approach blends expertise with empathy, ensuring financial strategies fit the unique circumstances of every client.
💡 Why Gregg stands out as a Financial Advisor:
🔹 Specializes in retirement income planning and stability.
✨ Known for building strong, lasting client relationships.
📌 Balances growth and risk for sustainable strategies.
💡 Trusted by St. Louis families to guide multi-decade financial journeys.
♦️ Lesley Kilcullin
President and Financial Advisor at Kilcullin Financial Life Planning, LLC
With both an MBA and CFP® designation, Lesley Kilcullin brings academic rigor and practical insights to financial planning. She specializes in personalized strategies for wealth transfer, estate planning, and retirement. Clients value her clear communication style, which makes even complex planning decisions easy to understand. Lesley is passionate about ensuring families in St. Louis are financially prepared across generations.
💡 Why Lesley stands out as a Financial Advisor:
🔹 Dual strength of business expertise and financial credentials.
✨ Highly skilled in estate and multi-generational wealth planning.
📌 Makes complex planning concepts approachable and clear.
💡 Recognized for her client-first, education-driven approach.
♦️ Andrew Mohrmann
Financial Planner, VP of Finance & Marketing at Signcrafters, Inc.
Andrew Mohrmann takes a modern approach to financial planning, aligning values with wealth strategies. He works with families, professionals, and entrepreneurs to design plans that reflect both financial goals and personal priorities. Known for his innovative methods, Andrew helps clients build financial independence without sacrificing lifestyle. His work is rooted in trust, transparency, and meaningful relationships.
💡 Why Andrew stands out as a Financial Advisor:
🔹 Focuses on aligning money with values and life goals.
✨ Trusted by entrepreneurs and families for adaptive strategies.
📌 Transparent approach, fostering long-term client confidence.
💡 Modern outlook on financial independence and personal fulfillment.
♦️ Brian Copeland
Partner | Director of Financial Planning at Hightower Wealth Advisors
As both a CPWA® and CFP®, Brian Copeland specializes in serving high-net-worth individuals and families. His expertise includes tax-efficient investment strategies, portfolio management, and advanced estate planning. Known for his ability to simplify intricate concepts, Brian ensures clients feel comfortable with the strategies implemented. He is widely recognized for balancing technical expertise with client education.
💡 Why Brian stands out as a Financial Advisor:
🔹 Expertise in complex, high-net-worth wealth management.
✨ Strong dual credentialing for advanced planning.
📌 Recognized for simplifying sophisticated financial concepts.
💡 Provides clarity and direction to affluent families in St. Louis.
♦️ Dan Hummert
Founder & Senior Wealth Advisor at Hummert Financial
Dan Hummert emphasizes family-centered financial planning, with a special focus on retirement readiness. His approachable style and strong technical background as both CFP® and CRPC® allow him to guide clients through key life transitions. Dan’s work extends across generations, helping families align their values with their financial future. His practice prioritizes peace of mind as much as wealth growth.
💡 Why Dan stands out as a Financial Advisor:
🔹 Trusted retirement advisor across multiple generations.
✨ Combines technical expertise with a values-based approach.
📌 Known for building strong, family-first financial strategies.
💡 Focused on delivering peace of mind alongside financial results.
♦️ Luke Turner
Co-Founder at Moment Private Wealth
Luke Turner serves both families and business owners, guiding them through wealth growth and business succession. With his CEPA® credential, he specializes in helping entrepreneurs prepare for and execute transitions, all while protecting personal wealth. Luke blends financial planning with genuine care for client well-being, making him a trusted name in St. Louis. His holistic approach supports clients at every stage of their journey.
💡 Why Luke stands out as a Financial Advisor:
🔹 Expert in business succession planning for entrepreneurs.
✨ Balances personal and professional wealth strategies.
📌 Strong reputation for holistic, client-first service.
💡 Provides continuity for both family wealth and business transitions.
♦️ Kyle Fitzpatrick
Financial Planner at RetireStrong Financial Advisors
Kyle Fitzpatrick blends modern financial strategies with traditional planning values. As a CFP®, he supports families, young professionals, and business owners in building confidence around their financial lives. Kyle is known for his approachable communication style, which helps clients feel at ease even when discussing complex topics. His planning approach emphasizes both adaptability and consistency, ensuring clients stay on track through life’s transitions.
💡 Why Kyle stands out as a Financial Advisor:
🔹 Trusted by a diverse client base, from families to business owners.
✨ Known for his approachable, relatable style.
📌 Combines modern tools with traditional planning wisdom.
💡 Helps clients adapt to financial challenges while staying future-focused.
♦️ Mike Hunsberger
Founder & Financial Planner, Next Mission Financial Planning
Mike Hunsberger is the founder of Next Mission Financial Planning and is deeply committed to helping military families and veterans achieve financial independence. With credentials as CFP®, ChFC®, and CCFC®, Mike combines technical skill with lived experience. His niche focus on serving the veteran community sets him apart in the St. Louis market. Clients appreciate his tailored strategies, empathy, and mission-driven philosophy.
💡 Why Mike stands out as a Financial Advisor:
🔹 Specializes in serving military families and veterans.
✨ Holds multiple advanced financial credentials.
📌 Founder of a firm dedicated to mission-driven planning.
💡 Combines personal experience with professional expertise.
♦️ Mark Schweiss, CFP®, CFA®, CPA
Founder & Financial Advisor, Modern Dollar
Mark Schweiss is the founder of Modern Dollar and brings a unique blend of expertise as a CFP®, CFA®, and CPA. His multifaceted background allows him to provide advanced tax, investment, and financial strategies for clients seeking comprehensive planning. Mark works with individuals, families, and business owners to align wealth with long-term goals. His forward-thinking approach reflects both technical mastery and a clear vision for the future.
💡 Why Mark stands out as a Financial Advisor:
🔹 Triple credentialed in financial planning, accounting, and investments.
✨ Founder of a modern, forward-thinking advisory firm.
📌 Skilled in balancing tax, wealth, and investment strategies.
💡 Trusted resource for clients seeking comprehensive expertise.
♦️ Peter Lazaroff
Chief Investment Officer, Plancorp & BrightPlan
Peter Lazaroff is a nationally recognized financial expert, author, and thought leader. As both CFA® and CFP®, he blends deep investment knowledge with practical financial planning. Peter frequently contributes to financial publications and podcasts, helping educate both clients and the wider public. His reputation extends well beyond St. Louis, but his local presence makes him a valuable resource for families and professionals.
💡 Why Peter stands out as a Financial Advisor:
🔹 Widely recognized thought leader and financial educator.
✨ Dual credentials in investment analysis and financial planning.
📌 Author and frequent contributor to major financial platforms.
💡 Combines national expertise with local client care.
♦️ Ryan Graves
Founder & Financial Advisor, Bemiston Asset Management
Ryan Graves is a CFA and CFP®, blending investment analysis expertise with financial planning excellence. His firm, Bemiston Asset Management, is known for its innovative strategies and client-centered service. Ryan emphasizes long-term thinking, helping clients grow and preserve wealth across market cycles. His dual credentials make him especially effective in aligning investments with planning goals.
💡 Why Ryan stands out as a Financial Advisor:
🔹 Dual expertise in financial planning and investment analysis.
✨ Founder of an innovative asset management firm.
📌 Focused on long-term, market-savvy wealth strategies.
💡 Recognized for client-first, transparent planning.
♦️ John C. Wahl
Financial Advisor, Partner at One Bridge Wealth Management
John C. Wahl has built his reputation on integrity and long-standing client relationships. With CFP® and ChFC® credentials, he brings technical expertise to retirement planning, investment strategies, and insurance solutions. John is known for his steady, reliable approach, guiding families and individuals through both market opportunities and challenges. His legacy of service in the St. Louis area is marked by trust and consistency.
💡 Why John stands out as a Financial Advisor:
🔹 Highly respected for integrity and reliability.
✨ Experienced in comprehensive retirement and insurance planning.
📌 Known for long-standing client partnerships.
💡 Provides steady guidance through market ups and downs.
♦️ Mike Fleming
Financial Planner with Synergy Wealth Solutions
Mike Fleming is a seasoned professional with multiple advanced credentials, including CLU®, ChFC®, CFP®, and RICP®. His expertise spans insurance, retirement income planning, and holistic financial management. Mike’s multi-disciplinary background allows him to deliver strategies that address every stage of a client’s life. His clients know him for his comprehensive knowledge and approachable style.
💡 Why Mike stands out as a Financial Advisor:
🔹 Holds four advanced financial designations.
✨ Known for his expertise in retirement income planning.
📌 Skilled at integrating insurance into comprehensive plans.
💡 Trusted advisor with decades of client-centered service.
♦️Patrick Ritter
Financial Planner and Founder at TradesWave Wealth
Patrick Ritter is a CFP® who takes a personalized and approachable style to financial planning. He emphasizes building strong client relationships and crafting strategies that reflect each client’s values and goals. Patrick focuses on financial independence, helping individuals and families build confidence around their long-term outlook. His down-to-earth approach makes him accessible to a broad range of clients.
💡 Why Patrick stands out as a Financial Advisor:
🔹 Known for his approachable, client-first style.
✨ Helps clients align planning with personal values.
📌 Dedicated to fostering financial independence.
💡 Trusted across St. Louis for his personal, tailored advice.
Guiding St. Louis Toward Financial Confidence
The St. Louis financial advisory community is defined by its ability to combine technical expertise with personal, client-centered guidance. Advisors in this region excel at simplifying complex financial concepts and turning them into actionable strategies that create stability, growth, and long-term success. From wealth management and retirement planning to investment strategies and estate considerations, their work directly strengthens families, businesses, and organizations across the St. Louis area.
Many of these professionals stand out not only for their credentials but also for their dedication to education, transparency, and inclusivity—ensuring clients feel confident and empowered in their decision-making. By blending analytical rigor with empathy, they provide trusted partnerships that guide people through life’s transitions and market changes with clarity and confidence.
At Digital Reference, radical authenticity drives everything we do. Our mission is to shine a light on the expertise that truly matters, helping professionals and organizations make informed connections that lead to measurable impact. For more learning and inspiration, explore our curated resources:
- Finance Professionals: What Are They and What Do They Do?
- Finance Executives & What They Do
- Finance & Accounting Consultants: What Do They Do?
- Finance Consulting Services in the USA
The St. Louis financial advisory landscape is a testament to the power of expertise aligned with client goals. By partnering with trusted advisors, individuals and businesses alike can gain the clarity, confidence, and strategies they need to thrive. Start your journey toward smarter financial decisions today with Digital Reference.
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