St. Louis, Missouri
Retirement planning in St. Louis.
A fiduciary financial advisor team on Olive Boulevard, working with households within five years of retirement, or already retired, across the greater St. Louis area.
St. Louis
9378 Olive BlvdSuite 102
Olivette, MO 63132
(314) 395-6133service@thevirtusfg.comDirections on Google Maps →Review us on Google →Virtus Financial Group BBB Business Review →Book a Heard First Session
The room on Olive Boulevard
The St. Louis office is the firm's Missouri home, minutes from Clayton, Ladue, Creve Coeur, and University City. It is where the firm is headquartered and where the Better Business Bureau lists us; the planning table works the same as the Illinois rooms.
Who walks in the door
St. Louis retirements arrive from the hospitals and universities, the corporate campuses, and the family businesses that quietly did well. Executive stock plans and deferred compensation show up here more than anywhere else we sit, and untangling them into one coordinated plan is a large share of the work.
How to start
The first hour is a Heard First Session, by video call or over the phone. Your situation, our questions, and a straight answer about which areas in your plan agree, and which could benefit from stronger alignment. No documents are required, and there is nothing to buy.
One plan, five questions
What a financial advisor here actually does:
Retirement is five questions answered as one coordinated plan: replace the paycheck, protect what you built, grow what is not needed yet, shape what you leave, and spend without the mental math. A fiduciary advisor builds that plan with you and walks it again as often as life calls for it.
Replace
converting accumulated wealth into reliable income that replaces earned income when active work stops
Protect
defending income, assets, and the overall plan against the forces that erode them - taxes, market volatility, inflation, health-care costs, and liability exposure
Grow
compounding the capital that is not yet needed for income or spending, on its own track, separated from the money the client lives on
See what coordination would change for you.
One hour at the St. Louis office or by video, your situation, and a straight answer about which areas in your plan agree, and which could benefit from stronger alignment.
It costs nothing, and nothing is owed when the hour is over. You leave knowing where you stand, whether or not we ever speak again.
For those within five years of retirement or already there, with $1 million or more set aside. No cost. No obligation.