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1425 Triad Center Drive, St. Peters, MO 63376

636-778-1293
admin@meansfinancialgroup.com
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Build a Stronger Financial Future with Clear Strategy and Trusted Guidance

Protect what you have built with financial planning that brings together wealth strategy, taxes, investments, protection, and long-term confidence in one thoughtful approach.

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Meet Our Team

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Guidance built on relationships

Guidance built on relationships

At Means Financial Group, we believe the most meaningful financial guidance starts with understanding people first. We work closely with clients to bring greater clarity to their goals, build thoughtful strategies, and provide the steady support needed as life evolves.

For more than 20 years, our team has focused on personal relationships, open communication, and practical planning that helps individuals and families move forward with more confidence.

A process designed to make complex decisions feel clear.

Hover over each step to see how our process unfolds and how every part of the strategy works together.

Discover

We start by understanding your goals, lifestyle, family priorities, and the financial questions that matter most to you.

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Strategy

We build a tailored financial strategy designed around wealth, taxes, protection, cash flow, and long-term confidence.

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Implementation

As life, markets, and priorities change, we continue refining your plan so it stays aligned with your goals.

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Monitoring and Adjusting

We put the right pieces in place and guide you through each step with clarity, structure, and consistency.

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Experienced advisors.
Trusted guidance.

A team built around relationships, clarity, and thoughtful financial service. Hover over each profile to bring it to life.

Angela Means

Angela Means

Healthcare Specialist

636-778-1293

Bionca Maldonado

Bionca Maldonado

Receptionist

6367781293

Brandon Means

Brandon Means

Financial Advisor

636-778-1293

Jen Schickler

Jen Schickler

New Business Operations

636-778-1293

Jerry Means

Jerry D. Means Jr.

President

636-778-1293

Will Jones

Will Jones

Director of Operations

6367781293

Tax-efficient solutions and ongoing tailored support

We believe financial services should feel personal, clear, and grounded in your goals. That means thoughtful planning, honest communication, and guidance that stays aligned as life changes.

Tax-Efficient Strategies

We help clients think more clearly about taxes, wealth preservation, and the decisions that can strengthen long-term financial outcomes.

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Client-First Communication

Long-term relationships and open, honest communication remain central to how we guide, advise, and support every client.

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Thoughtful Financial Planning

From protection to investments to broader financial structure, we build strategies designed around real goals and real life.

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Ongoing Tailored Support

Our work does not stop after a recommendation. We stay engaged, monitor progress, and adjust as needs and priorities evolve.

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Clear answers, full transparency

Everything you need to know about our financial guidance, tools, services, and client process — clear, simple, and transparent.

What services does Means Financial Group provide?

We specialize in comprehensive retirement planning, including income strategies, Social Security optimization, tax-aware planning, Medicare guidance, investment management, and estate planning coordination. Our goal is to address every dimension of your financial life in retirement.

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