With one computer and seven employees, three St. Louisans launched Plaza Advisory Group in a 1,000-square-foot office in Clayton. Thirty years later, the financial firm has grown to 15 employees in a 5,000-square-foot office—overseeing approximately $1 billion in assets.
St. Louis is the new hotbed for startups. Recently recognized as the No. 1 startup city in America by Popular Mechanics, the Gateway City is brimming with support for entrepreneurs in a host of industries, from manufacturing, energy and technology to healthcare.
Throughout your lifetime, you’ve worked hard building your wealth. Now, it’s time to leave a legacy through your greatest passions. But whether you plan to give to health care, education or the arts, how can you ensure your gift makes the biggest possible impact?
In your 20s, saving for retirement likely is far from top of mind. Even as you get married, have kids and move up in your career, it still may seem part of the distant future. But local financial professionals recommend making investing a priority—at every stage of life.
Autographed St. Louis Cardinals photographs line the walls of Richard Mark’s office—an impressive collection any Redbirds fan would envy. But if you look a little closer, you’ll see what’s especially unique about the custom-framed shots: They all include an Ameren billboard in the background, a special nod to the local executive's career.
Twenty years ago, four friends formed a fiduciary wealth management firm out of a lone Clayton office. Today, that firm’s focus on doing right by its clients has helped it grow to seven locations around the nation and $24.7 billion in assets under management.
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