Top financial advisors in Missouri
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in Missouri means focusing on whether they can handle your specific financial goals and challenges. A common mistake is picking an advisor based on reputation alone, only to find out later they don't support the kind of planning you need.
- Match on the actual work. Ask what a typical client engagement looks like and whether they have experience with your financial priorities, like early retirement or investment strategies.
- Fee model fit. Understand how the advisor charges—whether it's a flat fee, a percentage of assets managed, or hourly rates—and consider which aligns best with your budget and preferences.
- Continuity risk. If the advisor works solo, inquire about their plan for your account if they retire or leave. In larger firms, ask who else on the team would be familiar with your financial situation.
- Local cost considerations. Missouri's relatively low cost of living can impact planning for early retirement or financial independence, so check how the advisor incorporates this into their advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Deborah E
Series 63, Series 66
Cape Girardeau, MO
Edward Jones
Deborah Etherton's two decades of experience and focus on wealth management, tax-loss harvesting, and multi-generational wealth transfer make her well-suited for clients seeking comprehensive financial planning in Missouri. Operating within Edward Jones, a large firm managing over $1 trillion in assets, she offers a structured fee model of up to 1.35% annually and serves a diverse client base including retirees and business owners, providing stability and broad resources compared to smaller practices.
Experience: 20 years
Avg account: $246,728
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Nathaniel K
CFP®, Series 66
Frontenac, MO
STIFEL
Nathaniel Kane is equipped to assist with retirement and income planning in Missouri, leveraging his Series 66 credential and three years of experience at Stifel, a large firm known for its proprietary investment strategies. Unlike smaller practices, Stifel's diverse client base and advanced probabilistic modeling provide a structured approach to asset allocation, which may appeal to clients seeking data-driven financial planning within a well-established firm environment.
Experience: 4 years
Avg account: $773,556
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Anthony L
Series 63, Series 65
St. Louis, MO
Fidelity
Anthony Lyons is well-equipped to assist with financial planning in Missouri, leveraging 26 years of industry experience and specialties in charitable giving and active portfolio management. Operating within Fidelity's large-firm environment, he offers the advantage of team support and a seasoned approach, distinguishing him from solo practitioners by providing continuity and a broad perspective on investment strategies tailored to local cost considerations.
Experience: 26 years
Avg account: $234,793
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Grant T
Series 66
Clayton, MO
Charles Schwab
Grant Trower is equipped to assist with financial planning in Missouri, leveraging his 10 years of experience and expertise in private and alternative investments, real estate investing, and multi-state taxation. Operating within Charles Schwab's large-firm environment, he offers a 0.80% annual AUM fee and access to multi-asset model portfolios, which may appeal to clients seeking comprehensive investment management and planning services in the region.
Experience: 10 years
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Grant W
Series 65
Ozark, MO
Convergence Financial
Grant Walker specializes in retirement planning and income strategies, making him well-suited for clients in Missouri seeking guidance on these financial goals. Operating independently with a flat-fee structure, he offers personalized service through Convergence Financial, a firm known for strategic asset allocation and comprehensive planning, which may appeal to those valuing tailored portfolios and periodic reviews.
Experience: 0 years
Avg account: $329,187
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