Top financial advisors working with divorced clients 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.
Divorce often brings complex financial changes, like dividing assets and adjusting to a new income. You need an advisor who understands how to navigate these shifts without overlooking hidden costs or tax pitfalls.
- Asset division insight. Confirm how they approach splitting retirement accounts, property, and debts to protect your financial future.
- Tax impact awareness. Divorce can trigger unexpected tax consequences; ask how they plan to minimize your tax burden during and after the process.
- Cash flow adjustment. Post-divorce budgets often change drastically. See if they help model your new income and expenses realistically.
- Long-term planning focus. Divorce affects retirement and estate plans; check how they integrate these updates into your overall financial strategy.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kyle O
Series 63, Series 65
Chesterfield, MO
Mass Mutual Investors Services
Kyle Ortmann specializes in financial planning for divorced individuals in Missouri, offering expertise in divorce financial planning, estate guidance, and cash flow budgeting. With 15 years of experience and credentials including Series 63 and 65 licenses, he operates within the large firm Mass Mutual Investors Services, which provides comprehensive planning and asset management services, distinguishing him from advisors at smaller firms or with narrower service scopes.
Experience: 15 years
Avg account: $249,379
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Jared R
CFP®, Series 63
Creve Coeur, MO
Edward Jones
Jared Ramsey's 28 years of experience and CFP® certification equip him to address the financial complexities faced by divorced individuals in Missouri, including asset division and retirement income strategy. Operating within Edward Jones, a large full-service firm, he offers a comprehensive approach that includes business exit planning and serves both high-net-worth and non-high-net-worth clients, differentiating him through broad expertise and firm resources.
Experience: 28 years
Avg account: $246,728
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Monica N
Series 66
Clayton, MO
Merrill
Monica Nguyen Miller specializes in divorce financial planning, offering expertise in asset division, tax impact awareness, and long-term planning for clients in Missouri. Working at Merrill, a large firm, she serves high-net-worth individuals and multigenerational families, applying a holistic wealth management approach with an AUM fee of 1.10% for managed strategies under $2 million, which may differ from smaller firms or fee structures nearby.
Experience: 8 years
Avg account: $860,085
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