What departments does 25 Financial have?

25 Financial has employees across 3 departments including Operations, Finance, Accounting.

What is the largest department at 25 Financial?

The largest department at 25 Financial is Finance with 7 employees.

Where are 25 Financial employees located globally?

25 Financial has employees across 2 continents and 2 countries including India, United States Of America.

How has 25 Financial's team size changed over time?

25 Financial's team has grown from approximately 11 to 13 employees based on available data.

25 Financial Employee Directory

Investment ManagementMissouri, United States11-50 Employees

25 Financial is a private wealth management firm that provides financial planning and investment guidance for physicians, business owners, and other high-net-worth accredited investors. The firm acknowledges that physicians face distinct financial concerns—such as student loan debt, later retirement planning, sizable retirement income goals, and exposure to lawsuits and taxes—and seeks to deliver comprehensive, unbiased planning tailored to these realities. The firm’s approach emphasizes helping clients clarify goals and execute plans with structure and accountability.
The firm operates in the investment management industry, offering securities through Great Point Capital, LLC (FINRA/SIPC/IEX) and advisory services through 25 Financial, SEC-registered, with the two entities separately owned and unaffiliated. Based in St. Louis, Missouri, it serves a small to mid-sized client base of accredited investors and announced a partnership with Oasis International in November 2025.

25 Financial Global Highlights

North America
28

United States Of America
28

Asia
2

India
2

25 Financial's Leadership

P. W.
Chief Operating Officer
Mobile Phone
Email
R. L.
Managing Partner, Advisor
Mobile Phone
Email
J. L.
Managing Partner And Co-Founder
Mobile Phone
Email
M. F.
Director Of Operations
Mobile Phone
Email
N. R.
Portfolio Manager
Mobile Phone
Email
K. H.
Senior Client Service Manager
Mobile Phone
Email
K. W.
Client Service Manager
Mobile Phone
Email
M. C.
Client Service Manager
Mobile Phone
Email

25 Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from 25 Financial

Name

Title

Contact Info

Location

Last Update

P. W.
Chief Operating Officer
Mobile Phone
Email
United StatesMissouri
Jun 02, 2026
R. L.
Managing Partner, Advisor
Mobile Phone
Email
United StatesMissouri
Jun 03, 2026
J. L.
Managing Partner And Co-Founder
Mobile Phone
Email
United StatesMissouri
Oct 23, 2024
M. F.
Director Of Operations
Mobile Phone
Email
United StatesMissouri
Jun 03, 2026
N. R.
Portfolio Manager
Mobile Phone
Email
United StatesMissouri
Jun 05, 2025
K. H.
Senior Client Service Manager
Mobile Phone
Email
United StatesMissouri
May 31, 2026
K. W.
Client Service Manager
Mobile Phone
Email
Oct 22, 2024
M. C.
Client Service Manager
Mobile Phone
Email
Oct 18, 2024
J. L.
Senior Financial Advisor
Mobile Phone
Email
United StatesMissouri
Jun 01, 2026
S. M.
Wealth Advisor
Mobile Phone
Email
United StatesMissouri
Feb 11, 2025

Frequently Asked Questions

What is 25 Financial known for?

25 Financial was founded in 2017 operates in the Investment Management industry. The company's main headquarters is located in 135 West Adams Avenue St. Louis, Missouri 63122 United States. Explore 25 Financial's company overview page for more information.

What is 25 Financial's most common email format?

25 Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more 25 Financial email formats with LeadIQ.

How many employees does 25 Financial have currently?

25 Financial has approximately 18 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are 25 Financial's key employees and leadership?

As of May 2026, 25 Financial's key employees include:

Chief Operating Officer: P. W.
Managing Partner, Advisor: R. L.
Managing Partner And Co-Founder: J. L.
Director Of Operations: M. F.
Portfolio Manager: N. R.

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25 Financial Employee Directory

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