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

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.