Services That Align With Your Goals

Take advantage of financial services and comprehensive solutions that align with your unique financial goals and circumstances.

At our firm, we leverage decades of industry expertise to offer tailored guidance across a spectrum of financial services. Our approach to investment management is rooted in analytical precision and delivered through clear, accessible communication.

We ensure that every financial decision you make is part of a holistic strategy designed to grow your wealth and support
your lifestyle.

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The Hummert Financial Difference

Clear Communication

We prioritize clear communication and ongoing support. We believe that understanding your financial journey is essential, and we’re here to guide you every step of the way.

Lasting Relationships

We focus on building long-term relationships with our clients, ensuring that you feel valued and understood. Your goals are our goals, and we’re committed to being your valued partner in achieving them.

Simplified Management

We simplify the management of your wealth and investments, helping you stay abreast of economic changes. With our support, you can focus on what truly matters while we handle the complexities of your financial roadmap.

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Services

Holistic Financial Planning That Considers it All

Estate Planning

Our estate planning services include advising on wealth transfer strategies and coordinating with legal professionals to pursue proper estate documentation. This comprehensive approach helps secure your family's financial future.

Investment Management

Our approach to investment management goes beyond simple portfolio construction. We monitor domestic and global markets to help you make timely adjustments to your investment portfolio, aiming for long-term capital appreciation and income generation.

Retirement Planning

We create comprehensive, "living-breathing" financial plans that evolve with your needs. Our retirement planning services include assistance with critical decisions such as pension elections and Social Security claiming strategies. Whether your goal is to retire comfortably or acquire a vacation home, we develop strategies to help you pursue your retirement aspirations.

Tax Strategies

Managing your wealth means minimizing unnecessary tax burdens. Our strategies aim to create a financial plan that is structured for maximum tax efficiency, both now and in retirement. Our proactive approach aims to align with your long-term financial goals, helping you plan to keep more of what you've earned and pass it on to future generations.

Long-Term Wealth Management

Our wealth management services are designed for the long haul. We construct portfolios designed for capital appreciation and income generation, always keeping your long-term financial goals in focus. Our approach combines analytical precision with clear, accessible communication to ensure you understand and feel confident in your financial decisions.

Charitable Giving

For clients interested in making a positive impact, we offer guidance on charitable giving strategies. We help you align your philanthropic goals with your overall financial plan, ensuring that your generosity is both impactful and tax-efficient.

Our Approach

Mindful Financial Planning for Individuals with Complex Assets

We understand that your financial life is as unique as you are. Our Holistic Financial Planning approach integrates every aspect of your financial world, creating a "living-breathing" roadmap that evolves with your needs and circumstances.

Comprehensive and Adaptive Planning

Our approach goes far beyond basic investments, or retirement planning. We consider the full spectrum of your financial life, including:

Investment Management
Retirement Income Strategies
Insurance Assessment
Tax Optimization
Risk Management
Estate Planning Strategies
Charitable Giving
Real Estate Investment and Management

Harmony in
Your Finances

Through our commitment to providing financial well-being, we’ve created an approach to financial planning that ensures all elements of your finances work in harmony. We prepare you for both opportunities and challenges, offering support and guidance every step of the way. We pride ourselves on providing:

Clear, accessible communication to demystify complex financial concepts
Regular reviews and adjustments to keep your plan aligned with your evolving needs
Coordination with other professionals, such as attorneys and accountants, to ensure a cohesive strategy

Comprehensive and Adaptive Planning

With our holistic take on wealth management, we make sure you can enjoy your succes and have:

Confidence in your long-term financial well-being
Assurance that your financial roadmap is continuously monitored and adjusted
A valued partner, planner, and guide who understands your unique financial landscape

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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 protecting 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.

Get Started Today

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

Lets Connect

13358 Manchester Road
Suite 200
Des Peres, MO 63131
(636) 681-3100
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Holistic Solutions Designed for Your Wealth

Personalized investment management and financial services, custom tailored for you.