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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
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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.

Retired man happy that he has a retirement plan

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.

Older man happy he has a retirement plan

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

Frequently Asked Questions

What does it mean that Fidelis is a fee-only financial advisor?
A fee-only financial advisor is compensated directly by clients—not through commissions or product sales. At Fidelis Financial Planning, this means recommendations are made in your best interest, without incentives to sell specific investments or financial products.
Do you serve clients outside of St. Charles, MO?
Yes. While our office is based in St. Charles, we work with clients throughout St. Charles County and nearby communities including O’Fallon, Lake St. Louis, and Wentzville.
What services does your St. Charles financial advisor offer?
Our St. Charles financial advisors provide comprehensive financial planning, including retirement planning, investment management, tax-efficient strategies, and long-term wealth planning. Each plan is customized based on your goals and financial situation.
What does the first meeting look like, and is there a cost?
Your first meeting is a no-cost, no-obligation consultation. We’ll discuss your goals, current financial situation, and any questions you have. If it’s a good fit, we’ll walk through the next steps.
How do I get started with a financial advisor in St. Charles?
You can start by scheduling an introductory consultation. We’ll learn about your goals and outline a personalized plan, whether you’re located in St. Charles or a nearby community.

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.

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