Welcome to Meramec Financial Planners
June 13, 2025
Plan. Grow. Flow.
We’re excited to share some important news with you! Starting July 1, 2025, we will officially launch our new firm:
Meramec Financial Planners (MFP).
MFP was created with your goals and future in mind—built on a foundation of innovation, experience, and a deep commitment to your long-term success.
This isn’t just a reflection of where we’ve been, but a bold step toward where we’re headed—a firm designed to grow and adapt alongside you and your family for years to come.
Our Services
We are proud to offer the following services to our valued clients:
Our Promise
At Meramec Financial Planners, we understand that achieving your financial goals requires a tailored approach. Our wealth management services encompass investment strategies, tax optimization, estate planning, and risk management solutions designed specifically for you.
With our experienced team by your side, you can navigate the complexities of financial planning with confidence and clarity, ensuring that your life plans are realized with precision and care.
Clients of Meramec Financial Planners can always count on the support to help them realize their life goals:
- Outstanding, attentive service from seasoned professionals
- A comprehensive range of investment, financial, tax, estate, and risk management solutions
- A partnership grounded in trust, transparency, and accountability.
Our Clients Matter
Whether you're just starting your financial journey or looking to refine your existing plan, MFP is here to provide the expert guidance and personalized service you need to achieve your financial objectives.
Thank you for your continued trust. We’re honored to move forward with you in this next chapter.
Julie E. Bahr MBA, AWMA®, CFP®
Kelly A. Richert J.D., MBA, CFP®
Christopher R. Michalak AAMS®, AIF®
