Personalized planning for your financial goals
Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.
We can help provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
Services we offer
Investment Strategies
Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
News & resources
Five key takeaways from earnings season
Is this the calm before the storm? Preparing for a busy data week
Keep it in the family: succession planning for franchise owners
How a clear succession plan helps ensure generational continuity.
Is a niche retirement community right for you?
Structured lending: A strategic tool for sophisticated individuals
Customization that serves the multifaceted needs of private wealth.
Webinar replay - The next leg of the race
What's moving the Bond Market?
What a difference a data point (or two) makes
Earnings season is in the homestretch
An elevated advisory experience
- Simon Financial Group
- Simon Financial Group 11222 Tesson Ferry Rd Suite 201 St. Louis, MO 63123
- T 314.764.7994
- TF 888.610.6751
- F 314.474.0034
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Simon Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
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