A Clear Path to Your Financial Goals
Starts with Holistic Planning

Professional Guidance in a Changing Landscape

In today’s evolving financial world, having professional guidance from an investment manger is essential. With decades of experience, we provide professional insights that adapt to your unique situation and help you navigate market changes confidently.

Tailored Financial Roadmap

Your financial journey is personal, and so is our approach. We create a customized financial roadmap that aligns with your goals, giving you a clear, holistic plan for building wealth, retiring confidently, and addressing your legacy.

Exceptional Support and Communication

We believe in building strong relationships through trust and transparency. You’ll receive ongoing support and clear, open communication every step of the way, ensuring you’re never in the dark about your investment portfolio or financial future.

Financial Solutions Designed for Your Wealth

Cultivate financial clarity, confidence, and well-being with our tailored approach to financial planning and wealth management.

Professional Investment Management
Tax Planning Strategies
Estate Planning Strategies
Retirement & Income Planning
Charitable Giving

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Financial Solutions Designed for Your Wealth

Holistic Financial Planning integrates every aspect of your financial life, creating a 'living-breathing' plan that evolves with your needs. This comprehensive approach goes beyond investment management or income and retirement planning. It ensures all elements of your finances work in harmony, preparing you for opportunities and possible challenges, like market turbulence or life changes, while providing confidence in your long-term financial well-being.

Retirement and Income Planning

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Investment
Strategy

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Life Insurance & Long Term Care

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Tax Position Assessment

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Charitable Giving Strategies

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Our Straightforward 3-Step Process

1. Initial Consult

Laying the Foundation for Financial Planning

Begin with a comprehensive discussion to understand your financial goals and current situation while laying the foundation for a personalized financial strategy. From this first step, you'll feel the weight being lifted off your shoulders, knowing we’re here to craft a plan that’s not just about numbers, but about your unique vision and needs for the future.

2. Holistic Planning

Crafting a ‘Living-Breathing’ Financial Roadmap

With a full understanding of your goals, we’ll create a living, breathing financial strategy that adapts as your life evolves. Whether it’s managing investments, planning for retirement, or preserving your legacy, we’ve got every detail covered so you can focus on enjoying today while we guide you financially towards your tomorrow.

3. Ongoing Care

We’re Here, Every Step of the Way

Breathe easy knowing that we’re regularly reviewing and fine-tuning your financial strategy, making timely adjustments to keep you on track. Whether the market shifts or your personal goals evolve, we’re here to ensure your financial path stays clear and steady—so you can feel confident in your future.

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5.0

Based on 25 reviews

Julie L.

14:41 02 Dec 25

Dan first worked with my mother, and his exceptional support made him the obvious choice when my husband and I needed a financial advisor. He has a rare ability to adapt his communication—explaining things clearly to me while providing more technical detail to my husband. We feel confident and well-supported with Dan guiding our finances.

Chris P.

15:55 28 Oct 25

I have worked with Dan for over fifteen years. I highly recommend his services. He is genuinely invested in his clients and knowledgeable efficient.

Mark S.

17:05 21 Oct 25

Dan Hummert is not a one size fits all CFP! I have worked with Dan for 14+ years and he has always listened and we have made sound financial decisions. He is knowledgeable about financial markets and how best to maximize financial growth and stability.

Lori F.

14:41 19 Oct 25

Dan has been amazing to work with - professional, responsive, trustworthy, and genuinely invested in my success. He's done an excellent job managing my portfolio and it has done great! I've been working with him for many years and I would highly recommend him!

Erika C.

00:35 09 Oct 25

Dan is a very trustable, knowledgeable, and expert financial adviser. We have him for years and thanks to him we have peace of mind in our finances.

Peggy H.

20:33 11 Sep 25

I have been working with Dan for well over a decade and he has made such a difference in my financial life! He is always generous with his time, got to know my Financial goals, explained complex concepts clearly and crafted an individual plan that has worked for me. He is professional and genuinely invested in seeing that I do well. Highly recommend using his services!

Kurt

20:12 11 Aug 25

I have known Dan for close to 60 years and have invested with him since 2010. He is knowledgeable, trustworthy and always has our best interests in mind when handling our investments. Dan will take the time to listen to your questions or concerns and will come up with a plan to meet your needs. An all around great guy that you can trust.

Rick M.

16:36 29 Jul 25

Dan is a wonderfully personable guy. Very easy to work with. He listens. He explores. He explains. He has shepherded me through retirement planning as securely and profitably as possible. A faithful and trustworthy individual who clearly knows his stuff. I can't recommend him highly enough!

Get Your Free Social Security Planning Checklist

Want to make smarter, more confident decisions about when and how to claim Social Security? Download our free guide to avoid common mistakes and maximize your benefits.

Understand your Full Retirement Age and estimate your benefits
Learn strategies for spousal and survivor benefits
Know how working or retiring early affects your payments
Get up-to-date insights on Medicare costs and law changes

With us, your financial future is always in focus.

Dan Hummert, CFP®, CRPC®
with LPL Financial

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Whether you have questions about investment strategies, retirement planning, or navigating complex financial landscapes, we’re ready to strategize with you.

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13358 Manchester Road
Suite 200
St. Louis, MO 63131
(636) 681-3100
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Keep Your Financial Future in Plain Sight

Cultivate financial clarity, confidence, and security with our tailored approach to financial planning and wealth management.

Don’t Let a Narrow Focus Cloud Your Future

A Clear Path to Your Financial Goals
Starts with Holistic Planning

Financial Solutions Designed for Your Wealth