Julie E. Bahr
Founding Partner
MBA, AWMA®, CFP®
Julie Bahr places the utmost importance on providing clients with personal care and service when helping them plan for a successful financial future. She has used her significant experience of more than 35 years in financial services and expertise to help clients simplify the many complexities of their financial lives.
By placing a heavy emphasis on closely understanding each family's values, Julie develops a plan that best achieves their financial goals. She believes the relationship between an advisor and a client is a very personal one. Each member of our team goes above and beyond for every client to service their needs with the utmost care.
As a result of Julie's professional excellence and philanthropic dedication, she was named to St. Louis Business Journal's prestigious '40 under 40' list. She earned her B.S. in Business Administration from the University of Missouri – Columbia and her MBA from Maryville University. Her past experience includes at Clayton Financial Group, Moneta Group, Edward Jones, as well as other financial services companies. In 2025, she founded Meramec Financial Planners with two of her long-time colleagues who share a dedicated vision to client service.
Outside of the office, Julie is an active member of the St. Louis community and enjoys reading, traveling with her family, and hiking.