About Plaza

For over 25 years, our mission has been the same: To enhance the lives of our clients and protect what they care about most.

We launched Plaza in 1985 with a mission to create an independent financial planning and investment management firm dedicated to the unique needs of affluent individuals and families. Since the beginning, we’ve worked diligently to be true to that promise. For over twenty five years, as the financial investment sector has progressed, so have the depths of our experience, the capacity of our people and the foundation from which we help our clients make financial decisions.

We understand there are a multitude of options that exist in financial services and each business model is designed to cater to a different client profile.

Our client base is small, our services are broad-based but focused, and our client backgrounds are diverse. The founding partners of our St. Louis-based firm envisioned this. They recognized the demand for a breed of wealth advisors capable of providing sophisticated planning and customized financial advice to a select group of clients.