Financial & Tax Architects Employee Directory

Financial ServicesMissouri, United States51-200 Employees

Financial & Tax Architects is a fiduciary financial services firm that helps individuals plan for retirement through structured financial planning and investment guidance. Based in St. Louis, Missouri, it serves a mid-sized client base focused on retirement preparation and ongoing retirement income management. Its planning approach emphasizes generating income for life and maintaining retirement security amid market fluctuations. The firm has developed its own Private Wealth Strategies, proprietary investment approaches designed to address distinct objectives and blended to balance downside risk with growth opportunities. As fiduciaries, they commit to acting in clients' best interests, providing full disclosure and avoiding conflicts of interest, and they also offer educational programs such as university retirement planning classes.

Find Financial & Tax Architects employees' phone numbers or email addresses

Financial & Tax Architects Global Highlights

Location
Employees

North America
53

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  • United States Of America
    52
  • Panama
    1

Financial & Tax Architects's Leadership

  • Stylized image of a person
    S. B.
    Ceo
    Phone icon
  • Stylized image of a person
    S. B.
    Ceo - Helping You And Your Loved Ones Manage Risk For A Successful Retirement
    Phone icon
  • Stylized image of a person
    G. H.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    M. H.
    Vp Of Operations
    Phone icon
  • Stylized image of a person
    A. C.
    Vice President Of Technology And Administration
    Phone icon
  • Stylized image of a person
    G. H.
    President And Chief Investment Officer
    Phone icon
  • Stylized image of a person
    C. H.
    Director Of Marketing
    Phone icon
  • Stylized image of a person
    M. M.
    Director Of Sales Enablement
    Phone icon

Financial & Tax Architects Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Business
  • Human Resources
  • Other
  • Program & Project Management

Contact profiles from Financial & Tax Architects

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. H.
    President And Chief Investment Officer
    Phone icon
    Jun 26, 2026
  • Stylized image of a person
    G. H.
    Chief Investment Officer
    Phone icon
    Panama
    Jun 08, 2026
  • Stylized image of a person
    S. B.
    Ceo
    Phone icon
    United StatesMissouri
    Nov 03, 2025
  • Stylized image of a person
    M. H.
    Vp Of Operations
    Phone icon
    United StatesMissouri
    Jun 28, 2026
  • Stylized image of a person
    A. C.
    Vice President Of Technology And Administration
    Phone icon
    United StatesMissouri
    Apr 14, 2026
  • Stylized image of a person
    C. H.
    Director Of Marketing
    Phone icon
    United StatesMichigan
    Jun 26, 2026
  • Stylized image of a person
    M. M.
    Director Of Sales Enablement
    Phone icon
    United StatesMissouri
    Jun 27, 2026
  • Stylized image of a person
    E. R.
    Controller
    Phone icon
    United StatesMissouri
    Apr 16, 2026
  • Stylized image of a person
    M. D.
    Media Director
    Phone icon
    United StatesMissouri
    Apr 15, 2026
  • Stylized image of a person
    T. M.
    Director Of Client Development
    Phone icon
    United StatesMissouri
    Jun 27, 2026

Frequently Asked Questions

What is Financial & Tax Architects known for?

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Financial & Tax Architects was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 12412 Powerscourt Drive St. Louis, Missouri 63131 United States. Explore Financial & Tax Architects's company overview page for more information.

What is Financial & Tax Architects's most common email format?

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

How many employees does Financial & Tax Architects have currently?

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Financial & Tax Architects has approximately 54 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Financial & Tax Architects's key employees and leadership?

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As of June 2026, Financial & Tax Architects's key employees include:

  • Ceo: S. B.
  • Ceo - Helping You And Your Loved Ones Manage Risk For A Successful Retirement: S. B.
  • Chief Investment Officer: G. H.
  • Vp Of Operations: M. H.
  • Vice President Of Technology And Administration: A. C.

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