ST. CHARLES, MO- 2016 marks the third year in a row that Robert Wamhoff, president of Wamhoff Financial Planning and Accounting Services has been named to Barron’s list of Top Financial Advisors in the United States. Wamhoff ranks at #18 in the state of Missouri, and is one of just a few advisors on the St. Louis area, and the only St. Charles advisor, to make the list.
Wamhoff’s ranking is notable for a variety of reasons. Not only have he and his firm maintained its position for the last three years, but they’ve also done it by serving a larger segment of investors who typically fall through the cracks at other firms. Unlike others on the list who list average client net worths of two million to twenty million dollars, Wamhoff’s average client has a net worth of around $700,000, with a typical account size in the $400,000 range.
“We pride ourselves in serving everyday people who have worked hard, found success, and built their nest eggs,” said Robert Wamhoff. “They’re the types of people that may be overlooked by larger firms who service the million-plus-dollar market, but they’re who we can take great care of by treating them as our friends and giving them great service they may not have access to elsewhere.”
That service to clients extends beyond investing and financial planning support. The Wamhoff team includes a full staff of accountants and tax professionals who work with the financial planning team to help minimize a client’s tax exposure, and prepare their tax returns.
In addition to his leadership at Wamhoff, Bob and his wife Diane founded a charity in 2003 to feed and educate children in a small mountain village in Honduras. Timmy’s Mountain: Just Because We Care is run today by their daughter, Managing Director Vicki Rodell. Since its inception, the organization has served hundreds of children, seeing them through school and even sending several to college.
The Barron’s 2016 Top Advisor Rankings can be found on the Barron’s website. To access the full list for the state of Missouri, please visit http://www.barrons.com/report/top-financial-advisors/1000/missouri/2016.
About Wamhoff Financial Planning & Accounting
Since 1975, Robert Wamhoff and the staff at Wamhoff Financial Planning and Accounting Services have provided exceptional service in both financial planning and accounting. Their financial planning division manages over $402 million in assets for over 800 active clients. Wamhoff’s accounting division prepares nearly 1,000 individual, business and other types of tax returns. The company is located at 1520 South Fifth Street at the Streets of St. Charles. For more information, call 636-573-1212 or visit www.Wamhoff.com