Austin Lewis
CFP®
Plancorp
Senior Wealth Manager
Austin Lewis
CFP®
Plancorp
Senior Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Austin Lewis, CFP®
Fee-Only financial planner located in St. Louis, MO, serving clients locally and across the country
Austin Lewis is a St. Louis, MO fee-only financial advisor serving clients locally and across the country. Plancorp, LLC provides comprehensive wealth management, corporate retirement plans and family office services to help and individuals, families, business owners and ultra high net worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Austin Lewis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
After Austin Lewis knocked his summer internship out of the park, Plancorp was eager to welcome him as a full time financial planning associate in 2015. Friendly and outgoing, Austin has an acumen for building rapport with clients and helping understand their individual financial needs.
While in college, he volunteered at the campus financial counseling center, where he worked with fellow students and city residents on a range of financial issues. He brings that same passion for educating others to his role today.
Austin is enjoying being back in St. Louis, where he lived for 10 years before heading to college. On the weekends, you can find him catching Cardinals games, walking in Forest Park or grabbing dinner in The Loop—most likely at Mission Taco, his favorite spot.
With Plancorp there are no hidden agendas or hidden fees—just absolute transparency. Contact us to learn more about our unique approach or to schedule a complimentary portfolio review.
Our Perspective
Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business.
That was in 1983, but the sentiment still drives every decision we make. After 35 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever.
Unlike a broker-dealer that must constantly sell products to earn commissions, Plancorp is an investment advisor—we don’t sell products at all. Our only allegiance is to our clients.
We sit down with every client to discuss his or her vision for the future. Then, we use our financial planning process to turn that vision into actionable goals. Along the way, we provide education on various techniques and tools, including the investment portfolio. We base our recommendations on academic, Nobel-prize winning research, trusting in the power of the market to help us capture optimal returns.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Austin Lewis is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Plancorp has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
Contact Austin Lewis
Office Locations:
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540 Maryville Centre Dr
St. Louis, MO 63141
