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Don M

ChFC®, Series 63, Series 65

St. Louis, MO

Fortify Wealth, Inc.

Don Mckinley is a ChFC® with 58 years of experience in the financial services industry. He is CEO and insurance agent at McKinley Financial Resources, Inc., a company he has been involved with since 1976. Since 2018, he has served as an advisor at Fortify Wealth, Inc., following prior roles at Kestra Advisory Services, Kestra Investment Services, and Financial Resources of St. Louis. Fortify Wealth primarily serves individual clients, including high-net-worth households, as well as corporations and retirement plans. The firm offers discretionary asset management, financial planning, fiduciary ERISA plan services, and conducts educational seminars, implementing portfolios through a proprietary research methodology and strategic asset allocation.

General retirement planning Income planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Wealth management
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Steven F

Series 63, Series 65

St. Louis, MO

Aquilant Advisors

Steven Farris is a financial advisor with Aquilant Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Aquilant Advisors since 2016 and also has affiliations with Cambridge Investment Research Advisors Inc. Farris serves as a finance committee member for Kirk of the Hills School and works as an independent insurance agent. Aquilant Advisors serves individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm provides asset management, financial planning, fiduciary retirement plan consulting, and uses a documented investment process to construct customized portfolios through third-party platforms.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Sharon S

Series 65

St. Louis, MO

SFC Financial LLC

Sharon Stanton is a financial advisor at SFC Financial LLC in St. Louis, MO, holding a Series 65 designation with 16 years of industry experience. She has been with SFC Financial LLC and its affiliated firm Swink Fiehler and Company since 2005. SFC Financial LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm combines fundamental and technical analysis with asset-allocation techniques and employs both long- and short-term strategies, including option strategies such as covered calls, managing assets on a non-discretionary basis while clients retain execution authority.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Income planning Long-term care insurance Founder/Business Owner Retired
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Samuel E

CFP®, Series 66

Kirkwood, MO

Archway Wealth Management, LLC

Samuel Everett is a CFP® professional with 16 years of industry experience, currently serving at Archway Wealth Management, LLC since 2023. He previously worked at Wells Fargo Clearing Services, LLC for 12 years. Everett holds Series 66 registration and has experience acting as a co-trustee and power of attorney for family-related investment matters. Archway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $313 million in assets across about 200 client relationships, using a portfolio approach based on Modern Portfolio Theory and capital-market assumptions.

Charitable giving & philanthropy Income planning
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Jeffrey D

Series 63, Series 65

Sunset Hills, MO

Duncan Financial Management, Inc.

Jeffrey Duncan is a financial advisor with Duncan Financial Management, Inc. in West Palm Beach, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Duncan Financial Management since 2009. Outside of his advisory role, he is an independent insurance agent. Duncan Financial Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a fiduciary, client-education-focused approach, offering customized retirement roadmaps and diversified portfolio management that includes equities, fixed income, mutual funds, ETFs, and limited options strategies.

General retirement planning Income planning Social Security optimization Medicare planning
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Fetzer C

Series 66

St. Louis, MO

4-C Personal Wealth Management Consultants, LLC

Fetzer Crockett is a financial advisor with 17 years of industry experience, currently practicing at 4-C Personal Wealth Management Consultants, LLC in St. Louis, MO. He holds the Series 66 designation and has worked at 4-C Wealth Management Consultants and National Planning Corporation since 2009, as well as Crockett And Company, Inc. since 1995. Outside of advisory work, he provides guidance on social security benefits planning and educational workshops through Insurance Authorities LLC and offers college assistance planning via College Tuition Solutions, LLC. 4-C Personal Wealth Management Consultants provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm manages approximately $109 million in client assets and employs a long-term investment approach using both fundamental and technical analysis to build diversified portfolios.

General retirement planning Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Christopher S

Series 65

St. Louis, MO

Your Wealth Matters LLC

Christopher Sandifer is a financial advisor at Your Wealth Matters LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Stifel Nicolaus and Hollingshead & Dudley. In addition to his advisory role, Sandifer is an attorney at Your Estate Matters LLC, a law firm specializing in estate planning. Your Wealth Matters LLC serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management through referrals to turnkey asset management programs and third-party advisers alongside comprehensive financial planning services. The firm’s investment approach is based on modern portfolio theory and long-term trading, with a focus on manager due diligence and aligning portfolios to client risk tolerance.

General retirement planning Income planning Charitable giving & philanthropy Wealth management
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Robert H

Series 66

St Louis, MO

Hynes Advisory Group LLC

Robert Hynes is a financial advisor with Hynes Advisory Group LLC, holding a Series 66 designation and 19 years of industry experience. He has been the owner of Robert E. Hynes & Associates since 1979, where he sells life, health, and property and casualty insurance, along with annuities. He has also been affiliated with Madison Avenue Advisors, Inc. and Madison Avenue Securities, Inc. since 2006. Hynes Advisory Group primarily serves individual and small-business clients who identify as moderate to conservative investors, providing financial planning, portfolio management, and third-party money manager selection and monitoring. The firm emphasizes a defensive, principal-protection investment approach with diversification and limited trading, and it also offers educational seminars, newsletters, and affiliated tax planning and preparation services.

General retirement planning Income planning Tax strategies for small businesses College savings (529s, UTMA, etc.) Wealth management
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Charolette M

Series 63, Series 65

St. Louis, MO

Aquilant Advisors

Charolette Mckinney is a financial advisor at Aquilant Advisors with 20 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Aquilant Advisors, she worked at American Portfolios Financial Services Inc. for 10 years. Outside of her advisory role, she co-owns Backyard Enterprise, a pet supply and stained glass business, and is involved with China Painters Resale. Aquilant Advisors serves individual clients, including high-net-worth households, as well as retirement plan sponsors and participants. The firm offers asset management, financial planning, fiduciary consulting, and utilizes a mix of fundamental, technical, quantitative, and cyclical analysis to construct customized portfolios.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Robert D

CFP®, Series 66

St. Louis, MO

Servatus Capital

Robert Dunn is a CFP® and Series 66 accredited financial advisor at Servatus Capital with 11 years of industry experience. His prior roles include positions at Pure Strike Capital and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Based in St. Louis, MO, he has worked in wealth management since 2015. Servatus Capital serves individuals, foundations, charitable organizations, and businesses by providing financial planning, portfolio management, ERISA 3(21) retirement plan advice, and sub-adviser services. The firm employs a combination of fundamental, technical, and cyclical analysis to build customized portfolios utilizing mutual funds, ETFs, equities, fixed income, and alternatives, with an emphasis on low-fee ETFs and active risk-aware management.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive
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Eduardo V

CFP®, Series 63, Series 66

St. Louis, MO

The Private Family Advisors, LLC

Eduardo Vigil is a CFP® certificant with 19 years of experience in financial advisory. He is currently with The Private Family Advisors, LLC and has previously worked at Zitko Financial Services, LLC and Argent Capital Management LLC. The Private Family Advisors, LLC serves primarily individual and high-net-worth clients, offering financial planning and portfolio management with a focus on long-term asset allocation based on Modern Portfolio Theory. The firm combines passive and active strategies with an emphasis on cost control and integrates legal and tax service coordination alongside investment management.

Wealth management General tax planning General estate planning guidance Attorney Founder/Business Owner
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Mark S

CFP®, CFA®, Series 66

St. Louis, MO

Modern Dollar Planning, LLC

Mark Schweiss is a financial advisor at Modern Dollar Planning, LLC in St. Louis, MO, with 26 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and joined Modern Dollar Planning in 2017 after a brief tenure at HighTower Securities, LLC. Outside of his advisory role, Schweiss is a managing partner at At Last, 2016 LLC, a real estate investment company. Modern Dollar Planning provides financial planning and discretionary investment management primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a largely passive investment approach based on Modern Portfolio Theory, using diversified, low-cost exchange-traded funds and occasional fixed-income or individual securities tailored to client goals.

General retirement planning General tax planning College savings (529s, UTMA, etc.)
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Tyler S

Series 66

Arnold, MO

Skrobonja Wealth Management, LLC

Tyler Skrobonja is an investment advisor representative at Skrobonja Wealth Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Madison Avenue Securities and Kalos Capital. Outside of his advisory work, he serves as a college pastor and guitar instructor at the First Baptist Church of Arnold. Skrobonja Wealth Management, LLC provides discretionary asset management and financial planning primarily for individual clients. The firm employs a multi-faceted investment approach, combining fundamental, technical, quantitative, and cyclical analysis, and utilizes third-party managers alongside in-house strategies.

Wealth management Tax strategies for small businesses Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Zachary W

Series 65

St. Louis, MO

Fortify Wealth, Inc.

Zachary Wagganer is a financial advisor with Fortify Wealth, Inc. in St. Louis, MO. He holds a Series 65 designation and has 13 years of industry experience. Prior to joining Fortify Wealth in 2018, he worked at Mosaic Family Wealth, LLC. Outside of his advisory role, he owns a hunting craft business called Preacher's Kid. Fortify Wealth serves individual clients, including high-net-worth households, as well as corporations and retirement plans. The firm uses a proprietary research methodology for portfolio construction, offers fiduciary ERISA plan services, and conducts educational seminars and workshops.

General retirement planning Income planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Wealth management
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Kenneth C

PFS™, Series 66

St. Louis, MO

SFC Financial LLC

Kenneth Coplen is a financial advisor with SFC Financial LLC in St. Louis, MO, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has been with SFC Financial since 2003 and also serves as owner and secretary of the accounting firm Swink, Fiehler & Company, P.C., where he works as a tax accountant and consultant. SFC Financial, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm manages assets non-discretionarily, utilizing fundamental and technical analysis, asset allocation, and option strategies, with an affiliation to the accounting firm Swink Coplen & Company, P.C. that facilitates cross-referrals between financial and tax services.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Income planning Long-term care insurance Founder/Business Owner Retired
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Javier D

CFP®

St. Louis, MO

Signify Wealth LLC

Javier Duren is a CFP® professional with Signify Wealth LLC in St. Louis, MO. He has been with the firm since 2024 and previously worked for the St. Louis Cardinals from 2018 to 2024. Signify Wealth provides discretionary investment management and advisory services to individuals, including high-net-worth clients, and privately held small business entities. The firm manages approximately $364 million in discretionary assets and utilizes a range of investment approaches, including allocations to third-party managers and internally constructed portfolios with mutual funds, ETFs, equities, and fixed income.

Private / alternative investments
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Charles W

Series 66

Ballwin, MO

Fiduciary Tactical Strategies, Inc.

Charles Weed is a financial advisor at Fiduciary Tactical Strategies, Inc. with 24 years of industry experience. He holds the Series 66 designation and has been with Fiduciary Tactical Strategies since 2013. Fiduciary Tactical Strategies provides investment management and consulting services to individuals, families, trusts and estates, small businesses, family businesses, and charitable organizations. The firm employs a dynamic asset allocation approach that incorporates market timing and technical analysis, primarily using no-load index mutual funds and ETFs, and also offers discretionary portfolio management alongside recommendations of third-party managers when specialized strategies are needed.

Passive / index investing Wealth management
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Anthony M

Series 65

St. Louis, MO

Guardian Investment Management, LLC

Anthony Maheu is a financial advisor with Guardian Investment Management, LLC in St. Louis, MO, holding a Series 65 credential and 11 years of industry experience. He has been associated with multiple Guardian entities since 2012 and has experience in both investment management and insurance brokerage. Maheu’s other business activities include managing member and insurance broker roles at Guardian Wealth Management, LLC. Guardian Investment Management, LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm offers tailored investment programs based on clients’ objectives and risk profiles, utilizing both fundamental and technical analysis, and delivers financial plans within a stated 180-day timeframe.

Annuities General estate planning guidance Life insurance needs analysis
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Timothy B

Series 63, Series 65

St Louis, MO

Hynes Advisory Group LLC

Timothy Brennan is a financial advisor with Hynes Advisory Group LLC in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes roles at Flexible Plan Investments and Ceros Financial Services, Inc. Hynes Advisory Group primarily serves individual and small-business clients who identify as moderate to conservative investors, offering financial planning, portfolio management, and third-party money manager selection and monitoring. The firm employs a defensive, principal-protection investment approach focused on diversification, limited trading, and the use of cash or principal-protected positions, complemented by educational seminars, newsletters, and an affiliated tax planning and preparation service.

General retirement planning Income planning Tax strategies for small businesses College savings (529s, UTMA, etc.) Wealth management
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Gregory Z

Series 66, Series 65

St. Louis, MO

The Private Family Advisors, LLC

Gregory Zitko is a financial advisor at The Private Family Advisors, LLC with 13 years of industry experience. He holds Series 65 and Series 66 credentials and is also the sole owner of The Zitko Law Firm LLC, a legal practice he founded in 2016. The Private Family Advisors, LLC serves individuals, high-net-worth clients, trustees, charities, and corporations with financial planning, portfolio construction, and investment management. The firm combines active and passive strategies within a Modern Portfolio Theory framework and integrates investment advice with tax planning and estate support, operating on a fee-only basis.

Wealth management General tax planning General estate planning guidance Attorney Founder/Business Owner
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