The Horseman Group Connection
The Horseman Group is part of the Allworth family of advisory firms. Like Horseman, Allworth is still run by its original founders, making our partnership with this award-winning firm a terrific cultural fit that shares a foundation of community service and placing the needs of the client first.
We are committed to providing you with top notch personalized service. We know you, your goals and your plan. Over the course of the year, you will receive many touch points from us:
Periodic calls from our team
The Prudent Retiree – a monthly newsletters on economic and investment matters
Economic updates
Invitations to Market Outlook town hall meetings
Invitations to investment workshops
Periodic teleconferences
Reviews as needed or requested to help ensure that planning benchmarks are being met.
We are also available to answer questions and provide information at any time by calling us at (314) 692-7842.
Our Advisors
John, Bill, Renee, and Dexter are focused on the management of client investments. They have combined service of 80 years in the financial industry. Their extensive knowledge and "hands-on" experience brings so much more to bear than simple textbook answers.
Their primary responsibility is risk management and protecting their client's wealth and income. They work through a rigorous planning process with you and then invest in an appropriate portfolio for you. Ongoing research and monitoring of the market is a hallmark of their disciplined process.
Our Support Team
Giving Back
For decades, the Horseman Group and Allworth Financial have been working with people to help them achieve their financial goals. But it’s not only about business. Since inception, both the Horseman Group and Allworth have prioritized community involvement, donating time, energy, and resources in support of worthwhile non-profits from coast-to-coast. As an outgrowth of that tradition, in December 2020, in tandem with the Ticket to Dream Foundation, and with an initial contribution of $1 million, Allworth Financial announced the creation of Allworth Kids, an ongoing, national, philanthropic organization that fundraises and volunteers for the betterment of foster children.
The Horseman Groups is also proud partners with other charities to help serve our community. These include the St. Louis Area Food Bank, Wounded Warrior Project, Alzheimer's Association, American Red Cross Disaster Relief, Pedal the Cause and American Cancer Society.
We are committed to doing our part in making our community a stronger, better place to live.