St. Charles Financial Advisor
Located in the heart of St. Charles, our headquarters provides a welcoming environment where clients throughout St. Charles County and the western suburbs can connect with our team. Stop by to experience firsthand the difference that truly independent, fee-only planning makes.
St. Charles Office: 42 Portwest Court, St. Charles, MO 63303
Phone: 636-922-9252
Hours: Monday through Friday, 9:00 AM to 5:00 PM
A Planning Partner Rooted in St. Charles
St. Charles has always been a place where people build something that lasts, for their families, their work, and their community. That is how we approach financial planning too. We focus on clarity, steady decision making, and long term confidence.
Fidelis Financial Planning is an independent, fee only financial planning and investment advisory firm. That means we are not paid commissions for selling products. Our work starts with advice and a plan.
A plan built around your life
Financial Planning
We help you define your goals, organize the moving parts, and create a practical plan you can follow. You get priorities, next steps, and a clearer picture of what to do now, and what to do next.
Income, timing, and the decisions that matter
Retirement Planning
Retirement planning is more than saving. It is making smart choices about income, taxes, and timing. We help you build a strategy for the years ahead, so you can feel steady as life transitions.
Invest with discipline, not noise
Wealth Management
Your investments should support your goals, not your stress level. We build and manage a disciplined strategy, then help you stay focused through market ups and downs so decisions stay aligned with the plan.
Advice without commissions or pressure
Investment Advising
If you want investment advice that is easy to understand, we explain what we are doing and why, in plain language. You stay informed and confident, because the strategy connects back to your real priorities.
Simple process
How we build your retirement plan
- Intro conversation to understand your goals and concerns
- Organize the details so we can see the full picture
- Create the strategy for income, taxes, and timing
- Ongoing guidance as life changes and decisions come up
Ready For a Clear Retirement Plan
If you are looking for retirement planning in St. Louis and want advice that is practical, fiduciary, and easy to understand, we would love to talk.