Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Weston M

CFP®, CFA®, Series 65, Series 63

St. Louis, MO

IFG Advisors, LLC

Weston Manley is a CFP® and CFA® charterholder with 11 years of industry experience. He has worked at IFG Advisors, LLC since 2018 and previously held positions at LPL Financial, LLC and RFG Advisory Group, LLC. Outside of advisory work, he serves as an independent contractor Interim CFO for Neocova, a software company serving community banks and credit unions. IFG Advisors provides discretionary and non-discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm constructs globally diversified portfolios using fundamental security analysis and market trend assessment, primarily investing in mutual funds and exchange-traded funds aligned with each client's risk profile.

General retirement planning
user avatar
firm logo

Zhenyu T

Series 66

Saint Louis, MO

Vestech Asset Management Inc.

Zhenyu Tang is a financial advisor at Vestech Asset Management Inc. with four years of industry experience. He holds the Series 66 designation and has worked in various roles including positions at Lindenwood University and Vestech Securities, Inc. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to implement targeted asset-allocation model portfolios, offering discretionary portfolio management and project-based planning engagements.

Annuities Life insurance needs analysis Tax-loss harvesting Attorney
user avatar
firm logo

Jessica B

Series 66

Chesterfield, MO

Syntegra Private Wealth Group LLC

Jessica Brown is an investment adviser representative at Syntegra Private Wealth Group LLC with nine years of industry experience. She holds a Series 66 credential and has worked at several firms, including Osaic Wealth, Inc., Securities America, Inc., and Ameriprise Financial Services, Inc. outside of her advisory role, she is also registered as an insurance agent with Highland Capital. Syntegra Private Wealth Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary portfolio management using firm-developed model portfolios and employs a range of quantitative and fundamental techniques, including modern portfolio theory and options strategies.

ESG / Sustainable investing Active portfolio management
user avatar
firm logo

John T

Series 65, Series 63

Saint Louis, MO

Terril & Company

John Terril is a financial advisor at Terril & Company in Saint Louis, MO, with 44 years of industry experience. He holds Series 65 and Series 63 credentials and has been involved with Terril Brothers, Inc. since 1980. Terril & Company is an SEC-registered investment adviser managing approximately $988 million on a discretionary basis for individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm emphasizes fundamental analysis and long-term holdings while utilizing quantitative models and occasionally employing derivatives and nontraditional investments in concentrated portfolios.

Concentrated stock management Wealth management Private / alternative investments
user avatar
firm logo

John E

Series 65

Saint Louis, MO

Friday Financial

John Ems is a Series 65-licensed advisor at Friday Financial with one year of industry experience. He previously worked at Avantax Planning Partners and serves as a tax supervisor at Honkamp, P.C., where he manages tax staff and provides tax planning and consulting services. Friday Financial offers investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, and businesses. The firm follows a diversified, buy-and-hold investment strategy based on Modern Portfolio Theory, utilizing passively managed mutual funds and ETFs along with model portfolios and portfolio-allocation software.

Private / alternative investments Retirement withdrawal strategies Social Security optimization General tax planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Kevin Y

CFP®, Series 65

Chesterfield, MO

Brand Asset Management Group, Inc.

Kevin York is a CFP® with eight years of industry experience currently serving at Brand Asset Management Group, Inc. since 2015. He volunteers with the Foundation for Financial Planners, providing pro-bono financial planning advice to at-risk individuals. Brand Asset Management Group provides discretionary investment advisory services to a diverse client base, including high net worth individuals and institutional clients. The firm employs a multi-asset, multi-style approach with continuous consultation and offers specialized services such as Mosaic Wealth Management© and family office support.

Multi-generational wealth transfer Charitable giving & philanthropy Income planning Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Approaching retirement
user avatar
firm logo

Marvin M

Series 66

St. Louis, MO

Compass Wealth

Marvin Mitchell is a financial advisor at Compass Wealth with 19 years of industry experience. He holds a Series 66 designation and has worked with Compass Retirement Group LLC since 2015 and Compass Retirement Solutions LLC since 2013. Outside of his advisory role, he is involved in life coaching through Path to Prosperity, LLC, and operates an insurance agency, Mitchell Retirement Group, LLC. Compass Retirement Group, doing business as Compass Retirement Solutions, serves individual and high-net-worth clients focusing on retirement investing and income replacement. The firm provides discretionary investment management, integrated financial planning, and estate-planning support using asset-allocation models and third-party managers.

General retirement planning Retirement income strategy Wealth management
user avatar
firm logo

Joseph B

Series 63, Series 65

Wildwood, MO

LVZ, Inc.

Joseph Bartmess is a financial advisor at LVZ, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at SagePoint Financial for 11 years before joining LVZ in 2022. Bartmess is involved in several nonprofit and community organizations, including serving as a director on the Wildwood Family YMCA Branch Board of Advisors and holding leadership roles in various local nonprofits and service clubs. LVZ, Inc. serves more than 2,400 clients through a team of 17 advisors managing approximately $1.125 billion in assets. The firm offers investment management, financial planning, consulting, and third-party manager selection across a range of client types, utilizing a variety of portfolio styles and sub-strategies that primarily use ETFs, mutual funds, and other pooled investment vehicles.

Retirement income strategy ESG / Sustainable investing Christian Faith Based
user avatar
firm logo

Jason N

CFA®, Series 63, Series 65

St. Louis, MO

Droms Strauss Wealth Management

Jason Niemann is a CFA® charterholder with 20 years of industry experience. He has worked at Droms Strauss Wealth Management since 2019 and previously held positions at Busey Capital Management and Fifth Third Securities. Jason is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Droms Strauss Wealth Management is a six-advisor registered investment adviser managing approximately $730 million for high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides customized investment management and integrated financial planning, utilizing a fundamental analysis and modern portfolio theory approach with an emphasis on asset allocation.

General retirement planning Income planning General tax planning Charitable giving & philanthropy Life insurance needs analysis
user avatar
firm logo

Erven F

CFP®, Series 63

Saint Louis, MO

Vestech Asset Management Inc.

Erven Frericks Jr. is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Vestech Asset Management Inc. He previously worked at Royal Alliance Associates, Inc. for 21 years. Outside of his advisory role, he is involved as a dealer for Premier Casino Party, which organizes casino parties for charity events. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a mix of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both ongoing investment management and project-based planning.

Annuities Life insurance needs analysis Tax-loss harvesting Attorney
user avatar
firm logo

Marco R

Series 63, Series 65

Saint Louis, MO

Vestech Asset Management Inc.

Marco Ramirez is a financial advisor at Vestech Asset Management Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Vestech since 2016. In addition to his advisory role, Ramirez practices as an attorney at BlackRock Legal p.c. Vestech Asset Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a combination of fundamental, technical, and cyclical analysis to manage discretionary portfolios, offering services that include portfolio management, financial planning, and access to third-party managers.

Annuities Life insurance needs analysis Tax-loss harvesting Attorney
user avatar
firm logo

Kevin F

Series 63, Series 65

Saint Louis, MO

FEFA Financial

Kevin Fortner is a financial advisor at FEFA Financial with one year of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining FEFA Financial, he worked at Charles Schwab & Co., Inc. and the Department of Veterans Affairs. FEFA Financial offers discretionary portfolio management, retirement plan advisory, and wrap-fee services for individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm employs a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, emphasizing equities and ETFs tailored to client risk profiles.

Annuities ESG / Sustainable investing
user avatar
firm logo

Jeffrey L

Series 66

Saint Louis, MO

25 Financial

Jeffrey Larson is a financial advisor with 21 years of industry experience, currently affiliated with 25 Financial. He holds the Series 66 designation and has previously worked at Arete Wealth Management LLC and Larson Financial Group, LLC. Outside of his advisory role, he is an owner of The Office Club, LLC, which rents office space for social events, and serves on the board of The Office Social Club, LLC, a members-only nonprofit social organization. 25, LLC is an SEC-registered investment adviser that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm develops client investment programs based on individual goals, time horizon, and risk tolerance, employing various analysis methods and generally managing accounts on a discretionary basis with quarterly reviews.

General retirement planning Income planning Tax strategies for small businesses Long-term care insurance College savings (529s, UTMA, etc.)
user avatar
firm logo

August G

Series 65

Saint Louis, MO

FEFA Financial

August Goldkamp is a financial advisor with FEFA Financial in Saint Louis, MO, holding a Series 65 license and three years of industry experience. His prior roles include positions at AE Wealth Management LLC and Wheelhouse Downtown. He is also a licensed insurance agent through FEFA Advisors LLC. FEFA Financial provides discretionary portfolio management, retirement plan advisory, and wrap-fee services to individuals, high-net-worth clients, pension/profit-sharing plans, and business entities. The firm uses a combination of fundamental, quantitative, and cyclical analysis alongside modern portfolio theory, with a focus on equities and ETFs, tailoring model allocations to client risk profiles.

Annuities ESG / Sustainable investing
user avatar
firm logo

Michael M

Series 63, Series 66, Series 65

St. Louis, MO

Droms Strauss Wealth Management

Michael Murphy is a financial advisor at Droms Strauss Wealth Management with 17 years of industry experience. He holds Series 63, 65, and 66 designations and has been with the firm since 2009. Droms Strauss Wealth Management provides customized investment management and financial planning services to high-net-worth individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $806 million and employs a modern portfolio theory approach focused on asset allocation and long-term investment horizons.

General retirement planning Income planning General tax planning Charitable giving & philanthropy Life insurance needs analysis
user avatar
firm logo

David C

Series 63, Series 65

Saint Louis, MO

Terril & Company

David Carter is a financial advisor with Terril & Company in Saint Louis, MO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Terril & Company since 2007. Terril & Company provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and other entities. The firm employs a long-term, fundamental analysis-driven investment approach, incorporating a broad range of asset classes including equities, debt, futures, private equity, and collectibles, and uses both concentrated portfolios and quantitative models in managing client accounts.

Concentrated stock management Wealth management Private / alternative investments
user avatar
firm logo

Jay F

CFP®, CFA®, Series 63, Series 66

St. Louis, MO

IFG Advisors, LLC

Jay Fuller is a CFP® and CFA® with 17 years of experience in the financial industry. He has been with IFG Advisors, LLC in St. Louis, MO since 2007. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm uses a modern portfolio theory approach with a focus on globally diversified portfolios primarily composed of mutual funds and exchange-traded funds.

General retirement planning
user avatar
firm logo

Joseph B

Series 65

St. Louis, MO

IFG Advisors, LLC

Joseph Beck is a financial advisor with IFG Advisors, LLC in St. Louis, MO. He holds a Series 65 credential and has experience spanning several firms, including Mercy, IntelliCentrics, Vizient, and Ascension - The Resources Group. IFG Advisors provides portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm emphasizes globally diversified portfolios based on modern portfolio theory, using primarily mutual funds and ETFs tailored to each client’s risk profile and objectives.

General retirement planning
user avatar
firm logo

Sean M

Series 65

Fenton, MO

KEB Wealth Advisors

Sean Mc Nutt is a financial advisor at KEB Wealth Advisors with a Series 65 designation and less than one year of industry experience. Prior to joining the firm, he gained work experience at College Hunks - Hauling Junk & Moving. KEB Wealth Advisors is a multi-advisor firm managing approximately $1.27 billion for around 662 clients, including individuals, trusts, corporations, and not-for-profits. The firm employs an evidence-based, long-term investment approach using Modern Portfolio Theory and incorporates collaborations with an affiliated accounting firm to provide integrated tax, estate, and retirement plan services.

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)
user avatar
firm logo

Nathan R

Series 65

St. Louis, MO

RBF Wealth Advisors

Nathan Rivera is a financial advisor at RBF Wealth Advisors in St. Louis, MO. He holds a Series 65 designation and has been in the industry since 2023, with prior experience at Edward Jones. RBF Wealth Advisors provides personalized, fee-based investment management and financial planning services to individuals, profit sharing plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach incorporating both fundamental and technical analysis, with routine portfolio supervision and formal quarterly reviews.

General retirement planning General estate planning guidance Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")