Fee-Only, Comprehensive Financial Planning, NAPFA member, FPA member

We are an independent, financial planning firm. We offer straightforward answers to middle-market investors who are tired of sales pitches and searching for the next silver bullet of investment advice. We develop your personal financial goal plan, and if you choose, we will implement, manage, and monitor the plan for you. We are CERTIFIED FINANCIAL PLANNER(R) professionals, Fee-Only; no commissions or referral fees, no product sales or market timing, strictly client focused. We sign a Fid...

We are an independent, financial planning firm. We offer straightforward answers to middle-market investors who are tired of sales pitches and searching for the next silver bullet of investment advice. We develop your personal financial goal plan, and if you choose, we will implement, manage, and monitor the plan for you. We are CERTIFIED FINANCIAL PLANNER(R) professionals, Fee-Only; no commissions or referral fees, no product sales or market timing, strictly client focused. We sign a Fiduciary Oath to put your needs first. Our structured investing philosophy is based on 80+ years of financial market data and Nobel-Prize winning economic research. Advisory services offered through Fidelis Financial Planning LLC, a Missouri Registered Investment Advisory Firm.