STEVE HEELEY

We help business owners, retirement plan sponsors and established families connect and coordinate important financial decisions across multiple areas of their lives.

We serve clients navigating complex financial decisions and life's most important transitions. Backed by more than 60 years of combined Edward Jones experience and a 21-year professional partnership, Steve Heeley and Terra Fitzgerald have built a planning-focused practice that helps clients bring their financial lives into alignment—connecting retirement, business, investment, legacy and family planning decisions through an organized and coordinated approach.

Many of the individuals, families and organizations we serve are balancing multiple financial priorities, including retirement readiness, business ownership, retirement plans, wealth preservation, family legacy goals and charitable interests. Our role is to help bring clarity, organization and coordination to those decisions through a thoughtful planning process.

Rather than addressing financial decisions in isolation, we work to understand how each piece fits within a client's broader financial picture. By helping clients connect decisions across retirement, investments, business interests and legacy goals, we strive to provide a more coordinated approach to long-term financial planning.

Supported by the extensive resources of Edward Jones, we regularly collaborate with clients' CPAs, attorneys and other trusted professionals to help ensure financial decisions are evaluated within the context of a broader financial strategy.

Based in Webster Groves, Missouri, we serve clients throughout the St. Louis metropolitan area and work virtually with business owners, retirement plan sponsors and families nationwide.

More than managing investments, our role is to help clients connect and coordinate important financial decisions across multiple areas of their lives so they can make informed choices with greater clarity and confidence.

We help business owners, retirement plan sponsors and established families connect and coordinate important financial decisions across multiple areas of their lives.

We serve clients navigating complex financial decisions and life's most important transitions. Backed by more than 60 years of combined Edward Jones experience and a 21-year professional partnership, Steve Heeley and Terra Fitzgerald have built a planning-focused practice that helps clients bring their financial lives into alignment—connecting retirement, business, investment, legacy and family planning decisions through an organized and coordinated approach.

Many of the individuals, families and organizations we serve are balancing multiple financial priorities, including retirement readiness, business ownership, retirement plans, wealth preservation, family legacy goals and charitable interests. Our role is to help bring clarity, organization and coordination to those decisions through a thoughtful planning process.

Rather than addressing financial decisions in isolation, we work to understand how each piece fits within a client's broader financial picture. By helping clients connect decisions across retirement, investments, business interests and legacy goals, we strive to provide a more coordinated approach to long-term financial planning.

Supported by the extensive resources of Edward Jones, we regularly collaborate with clients' CPAs, attorneys and other trusted professionals to help ensure financial decisions are evaluated within the context of a broader financial strategy.

Based in Webster Groves, Missouri, we serve clients throughout the St. Louis metropolitan area and work virtually with business owners, retirement plan sponsors and families nationwide.

More than managing investments, our role is to help clients connect and coordinate important financial decisions across multiple areas of their lives so they can make informed choices with greater clarity and confidence.