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®

Frequently Asked Estate Planning Questions

June 24, 2025
Estate planning is one of the most critical steps to protecting your loved ones and your legacy. Yet, it's often overlooked or put off until it's too late. Whether you're just starting your career, raising a family, or approaching retirement, having an estate plan ensures that your wishes are carried out and your assets are distributed the way you intend. To help you better understand the process, we've compiled answers to some of the most frequently asked questions about estate planning and general tips to help you formulate a plan that will cover the gamut while allowing you to rest easy. What Is Estate Planning? At its core, estate planning is making legal arrangements for what happens to your money, property, and responsibilities if you become incapacitated or pass away. A solid estate plan outlines who will inherit your assets, care for minor children, and make medical or financial decisions if you cannot do so yourself. Why Is Estate Planning Important? Without a plan, your loved ones could face legal complications, long delays, and unnecessary stress. Estate planning helps smooth an already difficult process for those involved. Avoid probate or streamline the process. Appoint guardians for children or dependents. Minimize taxes and legal fees. Make your wishes clear and legally enforceable. Even if you don't think you have "enough" assets, estate planning is more than money—it's about control and peace of mind.  When Should I Start Estate Planning? The best time to start estate planning is now , regardless of age or financial status. Key life events such as marriage, the birth of a child, buying a home, or starting a business are all essential triggers to begin or update your plan. Estate planning isn't a one-time task—it should evolve with you.