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Financial Planning

For Anyone Who Needs It

We Create Honest Solutions Backed By Integrity

Our goal is simple. We want to bring high-quality advice, planning, investment management services, and tax planning strategies to anyone who needs it. In fact, we have no minimum asset requirement because we believe everyone deserves quality financial advice, no matter their net worth.

Our Firm Is Proud To Be:



Independent

Because our firm is entirely independent, we aren’t tied to any particular fund family or investment product. This allows us to develop and implement a financial plan based entirely on your goals, values and objectives.


Fiduciary

We act in a fiduciary capacity in all client dealings. As such, we are held to the highest standard of care. This means that we are required to act in the best interest of our clients at all times.


Schedule a Free Consultation


Meet the Team
Invested in Your Financial Future


Helping You Stay Focused On What Really Matters

Our team focuses on helping you develop a holistic and cohesive investment plan designed to meet your unique needs. From financial and risk management to estate conservation, we’re dedicated to helping you meet your short and long-term goals. We’ll help you with the investment side of things so you can stay focused on what really matters - friends, family and your personal ambitions.  

*Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Please consult with your tax and legal advisors regarding your individual situation.

David Walsh Photo David Walsh Hover Photo
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David Walsh

Investment Advisor Representative

Contact Dave:

P: (314) 392-2846
Email: david.walsh@voyafa.com

My drive to help people put their financial futures on track is inspired by my father, a man with over 50 years of experience in the financial investment services industry. In fact, we consider financial planning to be a family affair. That’s why my brother and I partnered with our father for many years to bring personalized financial planning backed by family values to the people of St. Louis, Missouri. Today, I bring over 25 years of experience in financial planning, life and long-term care insurance to my firm.

As I offer individualized financial guidance to clients at any stage of life, I focus on keeping my clients educated about their finances and prepared for life’s biggest financial risks. As we work together, I take my clients through a financial review where I get to understand their specific goals, survey their risk tolerance and carefully design a plan to help them get to where they want to be. It is my goal to help clients make sound financial decisions along their journey while understanding the principles of retirement savings, income generation and protection.

Being affiliated with Voya Financial Advisors, an independent broker dealer, means I have the freedom to research and recommend products and investments that best fit my client’s individual needs. But beyond suggesting services, I’m passionate about educating my clients on the significance of getting a grasp on financial planning sooner rather than later. By doing so, I can help clients focus on creating a budget, getting out of debt, education planning, 401(k) allocations and developing their ongoing savings plans.

As a St. Louis native, I graduated from St. Louis University and DeSmet High School. I hold a FINRA Series 6, 63 and 65 Securities license as well as my Life and Health license.

My wife, Pam, and I have two adult children. This spring we became proud grandparents to our  first  grandchild! When I’m not hunting or playing golf, my wife and I enjoy worshiping and serving at the Crossing Church in Chesterfield.

Together, let’s develop your financial plan.


Let’s Talk

Alissa Beach Photo Alissa Beach Hover Photo
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Alissa Beach

Financial Coordinator

Contact Alissa:

P: (314) 392-2844
Email: alissanbeach@voyafa.com

My focus is on client relations, which means I’m responsible for ensuring the firm operates smoothly and efficiently. I’m here to help with our firm’s educational, communication and marketing endeavors in addition to any client services, document & report packaging for investment review and other various office administration operational duties.

I bring a unique approach to understanding the close relationship between health and finances thanks to my Master Certified Health Education Specialist designation and 20 years of experience working in public health. I am currently preparing to receive my Life and Health license and focus on the best funding options for long-term care and home health care expenses.

My husband and I have two teenage kids. When I’m not cheering them on from the sports field, you can find me enjoying the outdoors or watching St. Louis’ beloved Cardinals! And as a native Arkansan, I can teach our clients how to “Call the Hogs!” My family and I enjoy worshipping at Fellowship of Wildwood.

Now I’d love to learn more about you!


Let’s Talk