Top financial advisors working with divorced clients in St. Louis, MO
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, from dividing assets to adjusting budgets and planning for new tax situations. Without an advisor familiar with these challenges, you might miss key opportunities or overlook risks that affect your financial future.
- Asset division insight. Look for advisors who understand how to fairly split retirement accounts, property, and investments while minimizing tax consequences.
- Cash flow adjustment. Confirm they help you rebuild a budget that reflects your new income and expenses post-divorce.
- Tax impact awareness. Ask how they handle changes in filing status, deductions, and potential alimony tax rules.
- Long-term planning focus. Ensure they consider your goals beyond divorce, including retirement and emergency savings, especially in a lower cost-of-living area like St. Louis.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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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 clients in the St. Louis area, including asset division and tax impact awareness. As part of Edward Jones, a large full-service firm serving diverse client types, he offers a range of advisory programs with an annual fee up to 1.35%, distinguishing him with seasoned expertise and broad firm resources.
Experience: 28 years
Avg account: $246,728
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Daniel T
Series 66
St. Louis, MO
Mass Mutual Investors Services
Daniel Tobik specializes in divorce financial planning and cash flow budgeting, making him well-equipped to address the financial complexities faced by divorced clients in St. Louis. Affiliated with MassMutual Investors Services, a large firm offering structured annual planning and asset management, he brings eight years of experience and expertise in estate planning and multi-generational wealth transfer, distinguishing him from other advisors in the area.
Experience: 8 years
Avg account: $249,379
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Monica N
Series 66
Clayton, MO
Merrill
Monica Nguyen Miller specializes in divorce financial planning and wealth management, offering tailored strategies for clients navigating post-divorce financial changes in the St. Louis area. Affiliated with Merrill, a large firm, she brings eight years of experience and a 1.10% AUM fee for managed strategies under $2 million, serving high-net-worth individuals and multigenerational families with a holistic, personalized approach.
Experience: 8 years
Avg account: $860,085
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