Broker Check

About Us

Gain Control of Your Life and Find the Balance You Need to Succeed!

Catering to independent financial advisors and their clients since 1988. Our boutique firm offers a family-like culture with access to the products, services and technology capabilities you would expect from a large firm.

We Partner with Advisors Committed to Providing Extraordinary Value to their Clients

We Partner with Advisors Committed to Providing Extraordinary Value to their Clients

In 2023 we celebrated our 35th year in business. We continue our decade’s long goal of providing flexibility and freedom to our independent advisors, with the personal service and support clients expect.

Meet the Team

Nancy  Richter

Nancy Richter

Chief Compliance Officer – Broker-Dealer Division

636-537-8770

Stacy Schaefer

Stacy Schaefer

Vice-President, Chief Operating Officer

636-537-8770

Speak with a Financial Professional

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

Schedule a Consultation