AllStreet Wealth is a financial planning firm for 7 figure business owners and executives. We have a licensed financial advisor and tax professional on the team who work together on every client. We have flat fees and AUM models for those that also want their assets managed, but there is no requirement for that. We know planning, specifically income, capital gains, and estate tax planning, is the biggest value add.

Ad Astra Financial Planning specializes in helping tech professionals make work optional and take career breaks through harnessing equity compensation and tax-efficient financial planning.
We are a flat-fee, fee-only firm—we don't receive commissions or kickbacks or charge based on a percentage of your assets.

Kevin is the CEO of Behavior Shift, which is a fee-only firm, meaning the only compensation they receive is from their Clients for their services. He is here to help clients organize and manage their financial lives. Their support allows clients to stay committed to their financial goals. They provide objective insights to help clients make rational decisions regarding critical financial matters, avoiding emotional influences. They work on anticipating key life transitions to ensure that their clients are financially prepared. They present clients with the specific knowledge they need to succeed in their financial journey. They partner with their clients to manage their time, talent, and treasure.
Kevin's life is a testament to his unwavering dedication and resilience, a commitment deeply rooted in his service. His work, strength, and everything he does is dedicated to Jesus, the crucified and resurrected King, as he acknowledges the daily challenges and the gift of salvation he has received through Jesus's death and resurrection on the cross.

Kevin's journey, born and raised in the Philippines, is a unique narrative that resonates with many. Drawing strength from his Filipino work ethic and radical hospitality, he takes pride in being a bridge for fellow immigrants.

Kevin served in the United States Army for over 13 years. His roles as a Recruiter, Drill Sergeant, and Instructor for the Alaska Army National Guard have instilled discipline and patriotism in him, enriching his approach to leadership and service in the financial sector. Kevin prioritizes understanding each client and explaining the investment world in relatable terms. He graduated from the University of Alaska Anchorage with a leadership degree and is pursuing designations like Chartered Financial Client and Certified Financial Planner. Additionally, he is working towards a Master's Degree in Financial Planning.

Family is paramount to Kevin. Parenting his son, Frank, and daughter, Max, with his wife, Melissa, is a beautiful journey that profoundly shapes his values and approach to life. Quality time with his family is cherished and integral to his core values, reinforcing the importance of love, support, and togetherness.

Grateful for the support and guidance he has received throughout his journey, Kevin aspires to give back and enhance the lives of those within his sphere of influence. He believes in the collective strength to rise, prevail, and overcome obstacles together. He is honored and pleased to guide, partner, and connect with his clients.

Hightower Wealth Advisors | St. Louis is an intentional wealth management practice powered by intentional people. With an equal commitment to greatness and kindness, we focus on successful individuals, families, entrepreneurs, and business owners who want to make a lasting impact.
Our ensemble approach helps to ensure the right mix of advice and service, with a culture of collaboration and purpose that fuels success rather than competition.
We help streamline complexity, save money, and grow wealth, but ultimately, our structure and approach allow us to uncover what is truly important to our clients. Where their financial life reflects a meaningful life.

It's time you someone bring all the pieces together!  Your tax strategy should complement your investment strategy.  All parts from savings, investing, taxes, business, family, legacy, charity, and your personal goals are all parts that are needed to potentially have a successful financial future.  I don't sell products that you don't need (because my client investments often look like my own) but work with you to build a roadmap to get where you want to be.  Focus is ongoing financial advice that compliments your investment management and tax strategies that come up through the year.  Areas of focus include: Charitably focused individuals and families, Business owners, and women who are in charge of their finances.  (Most of my clients are women who have decided run their household finances!)

Camp Wealth specializes in comprehensive financial planning for the busy solo entrepreneur or high earner who wants to outsource their financial life to a professional.