Executives
Building long-term wealth isn't just about earning more; it's about consistently turning income into assets that support your future goals and financial independence.
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Harry Willsher
Financial Planning Associate
CFP®, MBA
Meramec Financial Planners7911 Forsyth Blvd, Ste 200, Saint Louis, MO 63105-3883
Broker Affiliation: Charles Schwab
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial situations they face. We help guide clients through the process and ensure they understand every step we take.
The Clients I Serve
High Earning First Generation
As a first-generation wealth creator, your greatest financial asset isn't your income, it's the foundation you're building. Prioritize your long-term security so that your success can create lasting opportunities for both you and the generations that follow.
Millennials & GenZ
It's easy to compare your finances to others, especially today. Focus on making progress toward your own goals. Financial success isn't about beating everyone else. It's about creating a life that aligns with what matters most to you.
Also: Business Owners, LGBTQ+, Pre-Retiree, Retirees or Seniors
Major Milestones I Specialize In
Career Changes or Job Loss
Career changes often bring uncertainty, but they also create opportunities to reassess priorities. A clear financial plan can provide the confidence to navigate transitions.
Early Retirement or Financial Independence
Financial independence isn't the finish line. It's the freedom to choose how you spend your time. Plan for a life of purpose, not just a number in an account.
Getting Married and Starting a Family
Getting married and starting a family often means balancing multiple priorities at once. A clear financial plan can help you navigate those decisions with confidence, ensuring your resources are aligned with both your current needs and your long-term aspirations.
Also: Compensation Changes, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We help clients make confident financial decisions through personalized, transparent, and disciplined guidance. By meeting regularly, charging competitive, straightforward fees, and taking the time to clearly explain complex financial concepts, we ensure you feel informed, involved, and supported. Our relationship-based approach provides peace of mind—so you can ask questions anytime without added costs and trust that your plan is organized, intentional, and aligned with your goals.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.