Clayton Financial Group

Clayton Financial Group is a Financial Planner in Clayton, MO, located at 165 N Meramec Ave Suite 130. The firm operates as an independent boutique advisory with national coverage, serving individuals, families, and companies from coast-to-coast. As a 100% fee-only Registered Investment Advisor, the firm has never received insurance commissions, referral fees, or any compensation other than directly from its clients. This structure ensures that incentives are fully aligned with client interests, allowing the firm to assume the responsibilities of a full fiduciary. The team works to provide extraordinary, responsive service from experienced professionals, offering a complete portfolio of investment, financial, tax, estate, and risk management solutions.

The firm’s approach is built on a partnership based on trust, transparency, and accountability. Clients receive customized investment strategies designed to align with their financial objectives and risk tolerance, aiming to help them achieve financial independence. The financial planning services include setting financial goals, assessing current situations, and creating plans to achieve them over time. Tax planning is utilized to preserve and grow wealth by navigating the changing tax landscape. Estate planning services assist in organizing assets, determining distribution upon death, and selecting estate managers. For corporate clients, the firm manages retirement plans, serving the best interest of employees with carefully-screened investment offerings.

The team includes Managing Directors Matthew J. Bower, Kenneth J. Bower, and Zach Kratofil. Brooke N. Stalberger serves as the Director of Operations, while Karla Williams and Jessica Hornburg act as Client Service Managers. The firm provides its Uniform Application for Investment Adviser Registration (ADV) and Client Relationship Summary (CRS) for prospective clients to review. Clients can contact the firm via email at [email protected] or by phone at (314) 446-3250. The firm also maintains a client portal for existing clients.

By eliminating commissions and aligning incentives, the firm ensures that every recommendation, from investment strategy to estate planning, is made exclusively in the client's best interest. This dedication to transparency and accountability supports individuals and families in Clayton and across the country as they work toward financial peace of mind.

Clayton Financial Group is located on N Meramec Ave in Clayton, MO, about 0.1 mile from Maryland Avenue. It is also near the St. Louis County Library Mid-County Branch and Remembrance Park, both approximately 0.2 miles away.

BizScoreAI gives the business a Technical score of 93 out of 100, which means the website is secure and easy for search engines to read. The Discoverability score is 75 out of 100, ensuring AI crawlers can find every page to recommend the business. It ranks number 2 of 4 Financial Planner businesses that BizScoreAI has scored in Clayton.