Fidelis Financial Planning

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Gardius Wealth Advisors, located in Chesterfield, MO, specializes in creating tailored financial plans for clients, emphasizing a partnership approach that centers on individual goals. Their comprehensive services include wealth planning, portfolio management, and legacy planning, collectively forming the TrueWealth Plan designed to address both immediate and long-term financial objectives. The firm highlights the importance of planning for healthcare costs and the challenges of do-it-yourself investing, showcasing their commitment to guiding clients through the complexities of financial management. With a focus on both current financial strategies and future legacy goals, Gardius Wealth Advisors aims to empower clients on their journey toward financial independence. Generated from the website

We maintain distinct qualified professional designations and are registered through Royal Alliance Associates to offer securities and licensed to sell insurance. This allows us to sell a variety of investments and insurance products to help ensure that we meet the needs of every client.