Leer Financial Wealth Management

Marquette Associates, based in Saint Louis, MO, is an independent investment consulting firm dedicated to providing personalized investment guidance across various sectors, including healthcare, public funds, and sustainable investing. With over 35 years of experience and 100% employee ownership, the firm emphasizes client interests while fostering a culture of innovation and strategic thinking. Boasting a retention rate of 99% over the last decade, Marquette's diverse team of experts brings together extensive real-world knowledge to empower clients in achieving their financial goals. The firm offers a comprehensive range of services, including investment consulting, outsourcing, and defined contribution consulting, to meet the unique needs of its clientele. Generated from the website

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients' best interests.