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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
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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.

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 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.

shaking hands in an office

Simple process

What to expect when you work with us

  1. Intro conversation to understand your goals and concerns
  2. Organize the details so we can see the full picture
  3. Build the strategy with clear priorities and next steps
  4. Ongoing guidance as life changes and decisions come up

Frequently Asked Questions

Is Fidelis a fee-only financial advisor?
Yes. Fidelis Financial Planning operates as a fee-only financial advisor, meaning we are compensated directly by clients rather than through commissions or product sales. This structure helps ensure our advice remains objective, transparent, and focused on your financial goals.
Do you work with clients outside of St. Louis?
Yes. In addition to serving clients in St. Louis, we work with individuals and families in nearby communities such as Kirkwood and Webster Groves, as well as across the broader St. Louis area.
What financial services are available at the St. Louis office?
Our St. Louis team provides comprehensive financial planning services, including retirement planning, investment management, tax-efficient strategies, and long-term wealth planning tailored to your goals.
What does the first meeting look like, and is there a cost?
The first meeting is a no-cost, no-obligation consultation. We’ll discuss your goals, financial situation, and priorities, and determine if working together makes sense—no pressure involved.
How do I get started with a financial advisor in St. Louis?
Schedule an introductory consultation to get started. We’ll walk through your goals, answer your questions, and outline how we can support you—whether you’re in St. Louis or a surrounding area.

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.

Request a Meeting