Our mission is simple but profound … we partner with you to help you make sound financial decisions and achieve your lifestyle goals. To ensure your success, we get to know you and your situation thoroughly. Then we bring our expertise to develop a customized financial plan, along with the concern and attention necessary to keep you on track, regardless of life’s challenges.
If you are the kind of person who appreciates a more personal touch, a more caring team, a more professional work ethic, then St. John & Associates could be the right financial services team for you. We are entirely independent and proud of our long and untarnished heritage. Building strong and enduring relationships is extremely important to us.
We’re ready to earn your trust. Please contact us for a confidential initial conversation.
We provide a range of special services for individuals, and we also work with employer-sponsored retirement plans, acting as a 3(28) or 3(31) fiduciary.