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Founded in 2002 as an Independent Firm
Founded in 1999 as a Bank Subsidiary

Business Segments

Private Client: Individuals & Families

Institutional: Banks, Foundations, Endowments, Not-for-Profits

Retirement Plans: Qualified Retirement Plans (401(k), 403(b), Defined Benefit, etc.)

Geography

Headquarters: St. Louis, Mo.

Clients In: 41 States

Employment

Partners: 6

Employees (Full Time): 47

Average Employee Tenure: 8+ years

Designations Held:
  • 29 Registered Investment Advisor Representatives
  • 4 Chartered Financial Analyst (CFA) Charterholders
  • 15 Certified Financial Planners (CFP®)
  • 3 Certified Public Accountants (CPA)
  • 1 Certified Exit Planning Advisor (CEPA)
  • 1 Certificate in Performance Measurement (CIPM) Designation Holder
  • 3 ASPPA Qualified 401(k) Administrator (QKA)
  • 1 ASPPA Qualified Pension Administrator (QPA)
  • 1 Investment Adviser Certified Compliance Professional (IACCP)

Clients & Assets

Assets Under Management as of 12/31/22:

Private Client: $1.63 billion

Institutional: $103.6 million

Retirement Plans: $384 million

Total: $2.12 billion

Minimum Relationship: $1 million