Top Financial Advisors in Chesterfield, MO

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The top firm on our list is Syntegra Private Wealth Group. SPWG, a fee-based firm, has a team that includes certified financial planners (CFP), accredited portfolio management advisors (APMAs), certified public accountants (CPAs), chartered financial consultants (ChFCs), chartered retirement planning counselors (CRPC) and accredited investment fiduciaries. 

SPWG works with non-high-net-worth individuals and high-net-worth individuals as well. In fact, 85% of SPWG's clients are non-high-net-worth. The firm doesn't have any set minimum requirements to get started.

However, that doesn't mean all accounts no matter the size are accepted. SPWG has the right to terminate a client's account if the account falls below what the firm deems effective to manage, which is unspecified. 

Syntegra Private Wealth Group Background

SPWG was founded in 2012, and it is owned by MV High Performance, LLC which in itself is owned by Thomas Burke and Jeffrey Fiehler.

The services SPWG offers include financial planning services, and portfolio management for individuals as well as small businesses. The firm also offers a selection of advisors for clients to choose from.

Syntegra Private Wealth Group Investment Strategy

The type of investment strategies SPWG uses includes charting analysis, which according to the firm, involves "the gathering and processing of price and volume pattern information for a particular security, sector, broad index or commodity." The firm also uses technical analysis where it involves studying past price patterns, past trends and past interrelationships within the markets. SPWG also uses the following methods:

• Fundamental analysis
• Cyclical analysis
• Modern Portfolio Theory
• Long-term purchases
• Short-term purchases
• Margin transactions
• Option writing
• ESG investing

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The second firm on our list is Brand Asset Management Group. Its team includes several accredited investment fiduciaries (AIFs) and certified financial planners (CFPs), among other certifications.

The vast majority of Brand Asset’s clients are not high net worth. The fee-only firm also serves trusts, estates, pension and profit-sharing plans, charitable organizations and corporations. Most accounts are on a discretionary basis, which means clients authorize the firm to make trades without their each consent.

The minimum investment for small portfolios, which are managed online, is $250,000. Otherwise, the minimum requirement is usually $2 million. 

Brand Asset Management Group Background

Todd Brand founded the firm in 1992. Through a couple of trusts, he is the majority owner and serves as president and CEO. Brand has more than 25 years of experience in the financial services industry.

The firm offers portfolio management, financial planning, retirement plan consulting and educational programs to organizations and associations. It also sells insurance products. 

Brand Asset Management Group Investment Strategy

Brand Asset says that it seeks to provide clients with "strategic allocation principles" to help the firm evaluate their client's overall allocation. The firm says it will then use a client's overall allocation to compare it to "target allocations designed to better achieve your investment objectives. We will assist you in repositioning investments from existing portfolio positions."

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Matt Westhoff, Bill Weckback and Matt Lapides founded MBM Wealth Consultants in 2009, lending their first name initials to the firm's title. Westhoff and Lapides are now the principal owners of the firm.

The firm mostly serves individuals who are not high net worth. It also offers its services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. There is no minimum investment requirement, and most accounts are on a discretionary basis.

MBM Wealth Consultants Background

MBM Wealth Consultants is owned entirely by MBM Wealth Group, LLC. The business is fee-based, as insurance and brokerage services offered by advisors may be commission-based. The firm's fiduciary duty legally binds it to act in clients' best interests, though. MBM also provides financial planning and consulting services.

MBM Wealth Consultants Investment Strategy

The firm primarily constructs client portfolios with individual debt and equity securities, options and exchange-traded funds (ETFs). In a more limited way, it may also invest in mutual funds and various independent investment managers as well as privately placed securities, which may include debt, equity and/or interests in pooled investment vehicles, like hedge funds.

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Clark Financial Services Group serves a lot of non high-net-worth individuals and they outnumber high-net-worth clients at this firm. The firm also serves charitable organizations businesses and corporations.

The minimum investment here is $500,000 with an additional $150,000 for individual stock portfolios. However, these requirements may be waived under certain circumstances. Most accounts are managed on a discretionary basis.

Certain on-staff advisors at this fee-based firm can earn commissions from insurance sales. Despite the potential conflict of interest this creates, the firm is bound by fiduciary duty to act in clients' best interests no matter what.

Clark Financial Services Group Background

R.B. Clark III founded the firm in 1992. After his retirement, long-time employees Chris Schulenburg and Kevin Clark bought the practice and serve as chairman and president, respectively.

Clark Financial offers comprehensive wealth management that includes both financial planning and asset management. It also provides tailored financial consulting and sells insurance.

Clark Financial Services Group Investment Strategy

The firm turns to several third-party advisers to provide model portfolios, which typically hold mutual funds and exchange-traded funds (ETFs) in a broad range of asset classes, including stocks, bonds, real estate, foreign securities and more. It notes that its “overall investment philosophy for individuals and families is a long-term financial plan that seeks to balance safety, income, growth, risk and taxes.”

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Bridgewater Asset Management is another firm on this list that charges fees for its portfolio management services but employs broker-dealer representatives and insurance agents who receive commissions. This makes the firm fee-based, though its fiduciary duty requires it to act in clients' best interests at all times.

The firm serves high-net-worth and non-high-net-worth individuals, trusts, estates, charitable organizations and pension and profit-sharing plans. The minimum investment varies depending on the program you select and ranges from $15,000 to $250,000. The majority of accounts are managed on a discretionary basis.

Bridgewater Asset Management Background

Equal partners Thomas Ross and Robert Balice opened Bridgewater Asset Management in 2014 after each had worked in financial services for 15 and 21 years, respectively.

The firm offers investment management, financial planning and pension consulting. Investor clients also have the option of participating in professionally managed asset allocation programs sponsored by LPL Financial, a registered financial advisor and broker-dealer. Additionally, clients may opt for Bridgewater’s wrap fee program, which it sponsors and manages.

Bridgewater Asset Management Investment Strategy

In creating client portfolios, Bridgewater uses charting, fundamental, technical and cyclical analyses. Its recommendations include individual stocks or bonds, exchange-traded funds (ETFs), options, mutual funds and other public securities or investments.