A Retirement Planning Firm Built Around Real Life Experience
The Advisory Group helps families navigate retirement with clarity and confidence. Inspired by Vanessa Retter's experiences with financial hardship, our team assists retirees, widows, business owners, and families in the St. Louis Metro East in creating organized retirement strategies focused on income planning, tax coordination, healthcare, legacy support, and long-term stability.
Our Mission
Helping Clients Take Back Control Before Life Forces Decisions
At The Advisory Group, we believe retirement planning should be proactive, coordinated, and relationship driven. Our mission is to help clients create a dependable financial road map before unexpected health events, market volatility, or family transitions create unnecessary stress. Through the TAG Retirement Road Map, we help align retirement income planning, investment planning, tax planning, healthcare considerations, legacy support, and protection strategies into one structured approach. Rather than focusing on isolated transactions, we guide clients through a long term planning process designed to support clarity, organization, and peace of mind throughout retirement.
20+
YEARS IN BUSINESS
Our Team
Local Relationships Supported By Fiduciary Investment Guidance
The Advisory Group combines personalized local relationships with institutional investment resources to help clients feel supported throughout every stage of retirement. Nathan Parchman, a Series 65 licensed fiduciary investment advisor representative, brings both financial planning experience and deep community involvement throughout the Metro East region. Together, our team focuses on building trusted relationships rooted in proactive communication and coordinated guidance. Investment advisory services are offered through Brookstone Capital Management, LLC, allowing clients to benefit from professionally supported investment management while maintaining the accessibility and personalized attention of an independent local firm.
FAQs
Common Questions About Our Team And Planning Process
Who is part of The Advisory Group team?
Our team includes experienced financial advisors, leadership, and dedicated support staff committed to client-focused service.
What makes your team different from other firms?
We combine fiduciary expertise, personal life experience, and a relationship-driven approach to deliver tailored financial guidance.
Who leads The Advisory Group?
The firm is led by CEO Vanessa Retter, whose personal journey shapes our empathetic, client-first culture.
What qualifications do your advisors have?
Our advisors, including Nathan Parchman, hold professional licenses and bring deep fiduciary experience.
Do you only serve clients in Edwardsville, IL?
No, we serve clients locally in Edwardsville and across multiple states and countries.
