MBA, CFP®, EA
Pierce Financial Strategies, LLC
Fee-Only financial planner located in St. Louis, MO, serving clients locally and across the country
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.
Greg Pierce is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Greg Pierce is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Greg Pierce is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Contact Greg Pierce
1610 Des Peres Rd
St. Louis, MO 63131