As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Travis Freeman, CFP®
Fee-Only financial planner located in St. Louis, MO, serving clients locally and across the country
Meet Travis Freeman
Travis is a fee-only financial planner who works primarily with high-net-worth families and business executives. He and his team are located in multiple cities throughout the US and serve clients nationwide. As a 100% partner-owned firm, Moneta is free from third-party shareholders and focuses squarely on serving clients. To schedule an introductory call, click here - Zoom intro call.
Travis Freeman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Professional Designations & Affiliations
Travis Freeman is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Travis Freeman
100 South Brentwood Blvd
St. Louis, MO 63105