Fidelis Financial Planning, LLC

Columbia, Missouri

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Columbia, Missouri. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 2 Google reviews.

St. Louis, Missouri

Gabe Jones with Knights of Columbus Asset Advisors offers investment management services grounded in Catholic social teachings, integrating investment strategies aligned with USCCB principles that emphasize human dignity, economic justice, environmental stewardship, and corporate responsibility. KoCAA is an SEC-registered investment adviser headquartered in Connecticut and a wholly owned subsidiary of Knights of Columbus, the international Catholic fraternal organization. The firm provides Catholic-screened investment strategies and strategy planning services to clients seeking faith-aligned portfolio options.

St. Charles, Illinois

Keller Peterson Wealth Advisors is an investment advisory firm in St. Charles, Illinois. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lee's Summit, Missouri

Oak Road Wealth Management serves individuals and families in or approaching retirement with financial planning, investment management, and wealth strategy services. The firm operates as a fiduciary and is fee-only, earning no commissions and aligning its compensation with clients' long-term interests. The process begins with an assessment of client goals and financial circumstances, followed by development of an integrated strategy addressing retirement income, portfolio management, tax considerations, legacy planning, and asset protection, with ongoing review and adjustments as circumstances change.