Our Services

At The Carothers Thomas Group, we work with both families and businesses to help them pursue their financial goals. We follow a multi-step process that enables us to have a better understanding of your short- and long-term financial goals, which then help guide us to the investment recommendations. This process is intended to help you feel confident in your decisions.

The Carothers Thomas Group, Stifel, Frontenac, Clayton, Missouri, Financial Advisors

Once your goals have been established, we customize appropriate strategies designed to suit your vision and objectives. To help us execute a sound financial program, we incorporate the following Wealth Management Topics:

  • Investment Management
  • Risk Management Strategies
  • Cash Flow and Credit Needs Analysis
  • Retirement Funding and Income Planning
  • Education Planning
  • Estate Planning Strategies
  • Executive Compensation Issues
  • Employee Benefits and Compensation Issues
  • Business Succession Planning
  • Investment Banking Needs