Greg Pierce| MBA, CFP®, EA
Pierce Financial Strategies, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Planning for Business Owners
- Cash Flow and Budgeting
- Tax Planning and Preparation
St. Louis, MO 63131
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Greg Pierce is a St. Louis, MO Fee-Only Financial Planner serving St. Louis and all surrounding areas. Pierce Financial Strategies, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Greg Pierce is a NAPFA-Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™, and an Enrolled Agent with the IRS.
Greg Pierce, MBA, founded Pierce Financial Strategies, LLC with a mission to serve as a trusted guide to hard working individuals and families who want to get the most out of their money – and out of their life.
He does not take the word “trust” lightly:
“I’ve talked to a lot people who want and need the help of a financial professional but they don’t know who to turn to, who they can trust. That’s why it is important to me to have a fee-only practice. I don’t sell any financial products nor do I earn any type of referral revenue. The only money I receive comes directly from my clients so I’m always thinking about what’s best for them, I’m always doing what’s in their best interest.”
He began practicing financial planning after a successful 20 year career in the insurance industry that culminated in an executive position with oversight of a $200 million portfolio of insurance policies. His experience in insurance gave him a deep appreciation for risk – he believes it is a vital part of his job to help clients think carefully about how the concept of risk applies to their investment portfolios as well as other areas of their financial life.
Greg earned a BA from St. Louis University and an MBA from Washington University in St. Louis. He is currently a candidate for CFP® certification after successfully passing the CERTIFIED FINANCIAL PLANNER™ examination and completing the CFP® Board-Registered Program at the Boston Institute of Finance. He was inducted into the Beta Gamma Sigma Honor Society based on his academic achievement at Washington University, where he also received the Professional Achievement Award “for the graduating MBA student who has best exemplified the qualities of integrity, loyalty to friends and country, courage, intelligence, and high standards of personal conduct.”
Greg is a member of ACA (Alliance of Cambridge Advisors), a national organization of fee-only financial planners who embrace a comprehensive approach to financial planning. ACA gives Greg direct access to a host of highly skilled financial planning experts from around the country who have various backgrounds of expertise, including estate attorneys, CPA’s and other tax professionals, investment managers, and insurance agents. He is also a member of the NATP (National Association of Tax Professionals), an organization dedicated to providing tax education, industry-leading tax research, and up-to-the-minute tax code insights. Greg is a Registered Investment Advisor in the state of Missouri.
Greg lives in St. Louis, MO, with his wife and young daughter. His love of long distance running inspired him to complete three marathons (New York City, Chicago and Phoenix) as well as more than a dozen half marathons in various parts of the country. He relishes conjuring up the discipline required to properly train for a marathon – he believes it is this same discipline that allows him to keep his clients focused and on track as they strive to meet their financial goals.