St. Louis Financial Advisors
Our St. Louis office makes quality financial guidance accessible to families throughout Missouri and beyond. When you visit, you’ll experience the same warm welcome and professional expertise that defines the Fidelis approach—alongside the peace of mind that comes from working with advisors who truly put you first.
Address: 8770 Rose Avenue, St. Louis, MO 63144
Phone: 636 922 9252
Hours: Monday through Friday, 9:00 AM to 5:00 PM
A Planning Partner Rooted in St. Louis
St. Louis is full of people building something that lasts: families, businesses, careers, and legacies. We are proud to serve this community with advice that is practical, transparent, and focused on long term outcomes.
A plan built around your life
Financial Planning
We help you define what matters most, organize the moving parts, and build a plan you can actually 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 strategy: how income will work, how taxes affect your choices, and how to make confident decisions as you transition into the next season of life.
Invest with discipline, not noise
Wealth Management
Your investments should support your goals, not your stress level. We build and manage a disciplined investment approach, then help you stay steady through market ups and downs so your strategy stays aligned.
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, confident, and connected to the decisions that shape your future.
Simple process
What to expect when you work with us
- Intro conversation to understand your goals and concerns
- Organize the details so we can see the full picture
- Build the strategy with clear priorities and next steps
- Ongoing guidance as life changes and decisions come up
Want a Clear Plan with a Financial Advisor in St. Louis?
If you are in St. Louis and looking for a fee only fiduciary advisor who leads with clarity and steady guidance, we would love to talk.