Business Details
8 Years
experience
Your Trusted Financial Partner in St. Charles, MO
Founded in 2018, Oakview Wealth Solutions was established by co-founders Stanton & Sylvia Burns to provide unbiased, fee-only financial advice rooted in community values. With over 20 years of combined experience in finance, the firm specializes in personalized investment management, comprehensive financial planning, and tax advisory services. Our fiduciary approach ensures all recommendations prioritize client interests, with transparent fee structures and no hidden costs.We serve individuals and families in St. Charles, MO, and surrounding areas, offering both hourly and ongoing planning options tailored to diverse financial needs. Our commitment to continuous education and market expertise enables us to deliver strategies that grow, protect, and preserve client wealth across generations.
Services
Investment Management
Financial Planning
Tax Advice
Hourly Planning
Ongoing Planning
Details
- Year established: 2018
Highlights and features
- We operate as a fee-only fiduciary firm with no hidden fees or commissions
- Our CFP professionals offer personalized financial planning tailored to individual needs
- We combine 20+ years of industry experience with local community knowledge
- Transparent pricing structures with upfront cost discussions before service delivery
- Comprehensive approach integrating investment management, tax planning, and estate strategies
Associations and certifications
- CERTIFIED FINANCIAL PLANNER
- Enrolled Agent (EA)
Services
Investment Management
Our investment management service creates customized strategies to grow and protect client assets. We develop holistic portfolios aligned with individual risk tolerance, financial goals, and life circumstances. Using evidence-based approaches and continuous market monitoring, we optimize returns while minimizing tax liabilities and fees. Quarterly reviews ensure your investments remain aligned with evolving objectives.
Financial Planning
We provide comprehensive financial planning covering retirement strategies, tax optimization, and estate planning. Our CFP professionals analyze your complete financial picture to create actionable roadmaps for achieving short- and long-term goals. Both hourly and ongoing options accommodate different planning needs while maintaining fiduciary standards.
Tax Advice
Our tax advisory service integrates with financial planning to minimize liabilities and maximize savings. Certified Enrolled Agent professionals analyze income, investments, and deductions to develop year-round tax strategies. We help clients optimize retirement accounts, charitable contributions, and business tax structures while preparing accurate annual filings.
Hourly Planning
Hourly planning offers flexible financial guidance for specific needs without long-term commitments. At $180/hour, clients receive expert advice on particular issues like college savings strategies or retirement account conversions. We provide cost estimates before work begins, ensuring complete transparency.
Ongoing Planning
Ongoing planning provides continuous financial guidance with annual updates and quarterly check-ins. Priced between $2,700$3,700/year, this service includes unlimited consultations, plan adjustments for life changes, and comprehensive portfolio monitoring. Ideal for business owners and pre-retirees needing regular financial oversight.
People
J. Stanton Burns
Financial Advisor
Certified Financial Planner and Enrolled Agent with 20+ years in finance. Former corporate advisor now focused on community-based planning. Specializes in retirement strategies and tax-efficient investing.
Sylvia McCormick Burns
Relationship Manager
Co-founder with extensive client relations experience. Focuses on personalized financial plans that align with clients' life goals and values. Manages client communications and relationship development.
Questions
What services does Oakview Wealth Solutions offer?
We provide investment management, financial planning, tax advice, and estate planning services. Both hourly consultations and ongoing wealth management options are available.
Are you a fiduciary financial advisor?
Yes, we operate as fiduciaries and fee-only advisors. We never accept commissions or referral fees, ensuring recommendations always prioritize client interests.
How are investment management fees calculated?
Fees range from 0.50–1.25% of assets under management, decreasing as portfolio size increases. Fees are billed quarterly based on previous quarter-end balances.
Do you offer tax preparation services?
Yes, our CFP professionals include tax planning in financial strategies. We also prepare individual and business tax returns with fees starting at $190 for basic filings.
What is the minimum commitment for ongoing planning?
Our ongoing planning requires at least one annual meeting, but we recommend quarterly check-ins. Clients receive unlimited consultations throughout the year for any financial questions.
