The Worley Banks Group Featured in Ladue News Publication

Firm’s Financial Planners Share Insights on Fiduciary Advice, Retirement Challenges

The Worley Banks Group - Ladue News - Financial Planner

The Worley Banks Group, a fee-only, independent financial services firm based in St. Louis, has been featured in the Ladue News. The article shares the the firm’s focus on serving clients first and discusses its recent creation of a Registered Investment Advisor (RIA).

From the article:

“The goal is to ensure total objectivity and transparency between our team and our clients’ investments. This structure aligns with our mission to be a trusted advisor to our clients’ families without any conflicts of interest.”

Dave Worley, partner

The Ladue News article also covered how the Worley Banks team takes a holistic approach to financial planning. The firm’s team gets to know every aspect of clients’ finances. Then Worley Banks helps clients create a well-rounded plan that can weather life’s storms and prepare for retirement.

“Someone at retirement has totally different issues than someone early in their career. My passion and focus is helping families plan at retirement and throughout. There are many emotions and decisions at retirement that families have never had in their entire lives leading up to that point. We want to be there to help them.”

Tim Banks, partner

To read the full Ladue News article, click here.

To view the article PDF, click here.

The Worley Banks Group Financial Advisors St. Louis MO

Announcing: Worley Banks Group New Location, Registered Independent Advisor (RIA)

We have an exciting announcement to share with you.

When we (Dave and Tim) teamed up 20 years ago, we wanted to be holistic financial planners who could guide our clients in all financial aspects of their lives. This goal has been the driving force behind every business decision we’ve made.

Here’s the news

The Worley Banks Group is moving to a new office and launching our own Registered Independent Advisor (RIA) firm.

Watch the video to hear all about it.

How does this affect our clients?

This new move enables us to deliver the services that are best for you — our clients.

  • Your portfolios are unchanged.
  • Your client portal is unchanged.
  • Your account numbers are unchanged.
  • TD Ameritrade is still our custodian, serving as the bank that safeguards your investments. 
  • Alpha Capital will continue to build and manage our portfolios. 

However, the most important thing that is staying the same is our desire to provide top-notch service to each of you.

What is changing?

Beyond our physical office location, now you’ll see the Worley Banks Group logo on your statements from TD Ameritrade.

More importantly, we think you’ll notice a change in our ability to provide better service.  We’ll be able to utilize the best technology and most efficient systems customized to our practice. 

Bottom line, this move will enable us to be more responsive to you. 

Thank you

Most of our clients have been with us for a long time on this journey. We appreciate and value each one of you, and we’re so honored to be able to guide your financial future.

We can’t wait to show you our new office across the street!