At Fidelis Financial Planning, we provide personalized, fiduciary-based financial guidance for individuals and families across the St. Louis Metro Area. Whether you’re building wealth, planning for retirement, or simply want trusted advice from fee-only advisors, we’re here to help.
We offer a full range of financial services to help individuals and families across the St. Louis Metro Area make informed, confident decisions. From building your wealth to planning for retirement, our advisors are here to guide every step.
Build a roadmap to your goals with our comprehensive, CFP®-driven approach to financial planning. Life is full of financial crossroads. We’ll sit down with you, understand what matters most, and create a clear path that addresses everything from investments and taxes to insurance and estate considerations. As your life changes, we’ll be there to adjust your plan and keep you moving forward.
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Building wealth isn’t just about chasing returns—it’s about creating a strategy that works in all market conditions. Our approach cuts through the noise of financial media to focus on what research shows actually works: disciplined investing, smart tax planning, and portfolios built around your unique needs rather than the latest investment fad.
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Confidently plan for life after work with projections, risk assessments, and personalized retirement strategies. Questions like “Will I have enough?” and “When can I retire?” keep many people awake at night. Our process turns uncertainty into clarity, showing you exactly how your savings will support your future dreams.
See our Retirement Planning Process »
Markets will always have ups and downs, but your investment strategy shouldn’t be a rollercoaster. Our advisors build portfolios grounded in decades of academic research rather than market predictions or hot tips. We focus on keeping costs low, risks appropriate, and your investments globally diversified to weather market storms while capturing long-term growth.
We’re proud to serve the St. Louis community from two convenient locations. Each office offers the same personalized approach and commitment to excellence that has earned the trust of families throughout our region. We’re never far when you need us.
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.
Our St. Louis office makes quality financial guidance accessible to families throughout the metro area. 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.
Taking that first step toward financial clarity should be easy. We invite you to schedule a no-cost, no-pressure Discovery Meeting with our team. We’ll listen carefully to your goals, answer your questions honestly, and help you understand if our approach is the right fit for your needs.
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Working With a CFP®Empower Yourself for the First Meeting
Working With a CFP®Empower Yourself to Take the Next Step
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