Financial Planning

For Anyone Who Needs It

We Create Honest Solutions Backed By Integrity

Our goal is simple. We want to bring high-quality advice, planning, investment management services, and tax planning strategies to anyone who needs it. In fact, we have no minimum asset requirement because we believe everyone deserves quality financial advice, no matter their net worth.

Our Firm Is Proud To Be:

Independent

As an independent firm, we have the freedom to research, recommend, and obtain the best investment and insurance coverage for our clients. We offer products and strategies suitable for the client from the whole market and are not limited to one specific product or carrier. This allows us to offer independent advice on financial matters and recommond products to develop and implement a financial plan based entirely on YOUR goals and values.

Fiduciary

We act in a fiduciary capacity in all client dealings. As such, we are held to the highest standard of care. This means that we are required to act in the best interest of our clients at all times.

Schedule a Complimentary Consultation

Meet the Team
Invested in Your Financial Future

Helping You Stay Focused On What Really Matters

Our team focuses on helping you develop a holistic and cohesive investment plan designed to meet your unique needs. We look at your entire portfolio and financial goals, rather than looking at investments on an asset to asset or deal to deal basis. From financial and risk management to estate conservation, we’re dedicated to helping you meet your short and long-term goals. We’ll help you with the investment side of things so you can stay focused on what really matters - friends, family and your personal ambitions.

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

David Walsh Photo

David Walsh Hover Photo

David Walsh

Financial Advisor

Contact Dave:

Ph: (314) 392-2846
Email: dwalsh@walshfinancialservicesstl.com

My drive to help people put their financial futures on track is inspired by my father, a man with over 50 years of experience in the financial investment services industry. In fact, we consider financial planning to be a family affair. That’s why my brother and I partnered with our father for many years to bring personalized financial planning backed by family values to the people of St. Louis, Missouri. Today, I bring over 25 years of experience in financial planning, life and long-term care insurance to my firm.

As I offer individualized financial guidance to clients at any stage of life, I focus on keeping my clients educated about their finances and prepared for life’s biggest financial risks. As we work together, I take my clients through a financial review where I get to understand their specific goals, survey their risk tolerance and carefully design a plan to help them get to where they want to be. It is my goal to help clients make sound financial decisions along their journey while understanding the principles of retirement savings, income generation and protection.

Being affiliated with Cetera Advisor Networks, LLC, an independent broker-dealer, means I have the freedom to research and recommend products and investments that best fit my client’s individual needs. But beyond suggesting services, I’m passionate about educating my clients on the significance of getting a grasp on financial planning sooner rather than later. By doing so, I can help clients focus on creating a budget, getting out of debt, education planning, 401(k) allocations and developing their ongoing savings plans.

As a St. Louis native, I graduated from St. Louis University and DeSmet High School. My wife, Pam, and I have two adult children and are the proud grandparents to two girls! When I’m not hunting or playing golf, my wife and I enjoy worshiping and serving at the Crossing Church in Chesterfield.

Together, let’s develop your financial plan.

Alissa Beach Photo

Alissa Beach Hover Photo

Alissa Beach

Financial Coordinator

Contact Alissa:

Ph: (314) 392-2846
Email: abeach@walshfinancialservicesstl.com

Alissa holds a Life and Health Producer License and helps the client to obtain and keep up to date on their life insurance needs as well as longterm care/home health care planning. Through our partnership with Brokerage Unlimited, Inc. (BUI) and operating as independent brokers, we have access to literally dozens of life and longterm care carriers. In partnership with the client, Alissa assists in identifying the best funding options for life and longterm health care expenses.

Previously working in public health for 20 years, Alissa brings a unique approach to understanding the close relationship between health and finances.

She and her husband have two teenage kids. When she's not cheering them on from the sports field, you can find her enjoying the outdoors or watching St. Louis’ beloved Cardinals! And as a native Arkansan, she can teach our clients how to “Call the Hogs!” Alissa and her family and enjoy worshipping at Fellowship of Wildwood.

Now I’d love to learn more about you!

Ellen Davis Photo

Ellen Davis Hover Photo

Ellen Davis

Administrative Assistant

Contact Ellen

Ph: (314) 392-2846
Email: edavis@walshfinancialservicesstl.com

Ellen enjoys connecting with our clients and supports the office through a variety of tasks related to organization and communication. She is instrumental in providing administrative support for our office to ensure efficient operation. After working in the graduate offices at a local university, she expanded her skills by working for an area hospital; and like many, has gained on the job experience.

Ellen & her husband Tim, and have four adult children. They are also the proud grandparents of three young granddaughters. Ellen & her husband grew up in central Florida and have enjoyed getting to know St. Louis over the past 15 years. They love spending time with family but when time permits can’t pass on a game of pickle ball and maybe a round of golf. Ellen & Tim enjoy worshiping and serving at The Crossing church in Chesterfield.

How may I help you?

Schedule an Appointment