RPA – St. Peters Office

Our team of financial advisors proudly serves public sector employers and employees across eastern Missouri and southern Illinois. We stand as a fiduciary with public sector employers – cities, counties, police, fire, and more – keeping their deferred compensation retirement plans competitive. We also proudly serve the employees who make our communities work, providing personalized retirement and financial planning services to help you achieve a financially secure retirement. RPA’s St. Peters Office brings decades of experience providing independent advice and is wholly committed to fulfilling Our Promise.

We serve plan sponsors:

  • 457(b), 403(b), 401(k), and HRA plan consulting
  • Plan design and oversight
  • Investment due diligence
  • 3(38) and 3(21) fiduciary services
  • Employee financial education and investment advice

And we serve individuals:

  • Financial plans
  • Portfolio management
  • Cash flow analysis
  • Debt management
  • Pension analysis

 

  • Tax planning
  • Workplace benefit reviews
  • Estate planning
  • Insurance planning
  • College savings plans

 

Jim Ladlie RPA Financial Advisor Andy Trachsel RPA Financial Advisor  Dan Hardon RP Financial Advisor
Jim Ladlie Charles (Andy) Trachsel, CPA Dan Harden, CFP®, ChFC®

 

RPA Resources

RPA’s Quarterly Market Outlook
RPA’s Tips & Tools for Individuals
RPA’s Tips & Tools for Plan Sponsors
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Additional Resources

ICMA-RC
MassMutual (RetireSmart)
MassMutual
Nationwide
Pelion
Security Benefit
The Standard
Voya

For all other accounts, please contact our office for assistance.

 

 

Contact Us

 

1 Mid Rivers Mall Drive, Suite 358
St. Peters, MO 63376

[email protected]
636.278.5457

Office Hours: Monday-Friday 8 am to 5 pm
Call or email to schedule an appointment.