Radically Different.
Discover a wealth experience you won’t find anywhere else.
If it matters to you,
it matters to your plan.
Most firms only focus on financial net worth. We focus on your life’s worth.
Undivided Wealth integrates your finances, your purpose, success and fulfillment - creating clarity, confidence and lasting impact.
We provide the type of planning you didn’t know was possible.
All built on the single foundation: what’s most important to you.
Truly Undivided.
Why Undivided Wealth?
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Our Planning Process
Empowering Clients to Experience Success and Fulfillment.
The integrated components of an Undivided Plan include an Investment Plan, Financial Plan and Life Plan. This comprehensive strategy provides a powerful roadmap for how you want to live.
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Our Experience Center
More Than a Firm — A Place to Learn, Connect & Grow.
Our Experience Center provides client gatherings, education, and legacy sharing within a beautiful 7,500 square foot facility. The events and curriculum provide valuable insight, tools and resources.
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Personal, Professional & Business Consulting
Experts for You, Your Family, and Your Company.
Our unique Life Planning approach addresses your life stage, plus your personal and professional development. Our in-house consulting firm, Evolation Consulting, delivers Fortune 500 expertise and impact.
Transforming lives well beyond money.
Wealth Management for Individuals, Families, and Business Owners
Undivided is uniquely designed to serve individuals, families and business owners by bringing every aspect of planning together under one roof.
The integration of investment planning, financial planning, and life planning - along with personal and professional consulting and experiential learning - allows us to create meaningful impact, guiding clients through life’s decisions and transitions.
We serve clients across America, in addition to our local community of St. Louis, Missouri.
The Heart of Undivided
We invite you to learn the core of who we are.
This declaration of beliefs and principles powerfully guides our planning, our relationships, and our work.
“They have just made all the difference in the world in our lives and the lives of our family.”
-Mary Lou and Tom M., clients
The 3 components of an Undivided Plan
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Investment Planning
Our goals based planning matches your money with your goals & objectives in light of risk & rewards. Our investment strategy is rooted in research, evaluation and expertise.
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Financial Planning
A sound financial plan is the road map to reaching your life, career and business goals. Our process empowers you navigate your financial decisions successfully.
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Life Planning
Our unique life planning approach addresses your life stage, along with your personal & professional development. Our partnership with Evolation Consulting empowers clients with knowledge and guidance.
Leading the evolution of financial services.
One client at a time.
Proudly Client-Centric
As a fiduciary advisory firm, Undivided Wealth provides holistic planning focused completely on clients’ needs. Our experienced and dedicated team are advocates of authenticity, trust and compassion.
Event Calendar
The Undivided Experience Center provides a variety of live and virtual special events and workshops. Learn from experts and each other to support your financial, personal and professional growth.