A Storied History and a generation of trust

Choosing someone to help you build, preserve and enjoy your wealth is not a decision to take lightly. A good financial advisor should be someone you can trust to be by your side – in good times and bad – for the rest of your life. And it should be someone with experience in guiding clients through even the most challenging market environments.

Mike Brown has been a household name in St. Louis for more than a generation as a well-known and respected financial communicator. He has assembled a team of qualified, experienced professionals working together to provide personalized wealth management for our clients.

In addition to comprehensive financial planning and investment and wealth management, our team designs a customized experience for each client that focuses on:

Information

• 24/7 online access to account information
• Monthly account statements
• Quarterly performance reporting
• Mike’s radio program, “KMOX Money Show”
• Wealth and Wisdom, our weekly email newsletter
• The Monthly Dividend, our monthly e-letter exclusively for clients

Education

• Client Briefings, events held several times each year
• Mike’s blog, posted twice weekly on our website
• “The Money Show” podcast, also available online

Appreciation

• Recognition of special events in our clients’ lives
• Client appreciation events throughout the year

We treat clients as members of our extended family because that’s how we want them to feel. It begins by demonstrating competence and expertise, evolves into mutual respect and trust, and develops into a lifelong relationship.

It’s our family serving yours.