Financial Advisor Serving Lincoln County, MO
Financial Advisor Serving Lincoln County, MO
Call (636) 240-5055 Matthew J. Renaud Sr., ChFC®, a fiduciary registered investment adviser, serving clients since 1998. Meet in O'Fallon or virtually from anywhere. Jeannie Renaud, CPA, Renaud Tax & Accounting LLC (a separate, CPA-led tax firm).
Renaud & Company, LLC — Matthew J. Renaud Sr., ChFC®, a fiduciary registered investment adviser, serving clients since 1998. Call (636) 240-5055 · Meet in O'Fallon or virtually from anywhere. Jeannie Renaud, CPA, Renaud Tax & Accounting LLC (a separate, CPA-led tax firm).
Quick answer: Renaud & Company, LLC is a fiduciary registered investment adviser in O'Fallon, Missouri, serving households across Lincoln County, including Troy, Moscow Mills, Winfield, Elsberry, Hawk Point, Old Monroe and Foley. We plan retirement income, Social Security timing, 401(k) rollovers, Roth conversions, required minimum distributions and Medicare premiums (IRMAA). Matthew J. Renaud Sr., ChFC®, has been serving clients since 1998, and a separate, CPA-led tax firm, Renaud Tax & Accounting LLC, led by Jeannie Renaud, CPA, shares our office.
Renaud & Company, LLC · 2112 Bryan Valley Commercial Drive, O'Fallon, MO 63366 · (636) 240-5055 · Mon–Thu 8:00 AM–4:30 PM, Fri 8:00 AM–3:00 PM · Virtual meetings available anywhere
Where we are
Our only office is in O'Fallon, in St. Charles County. Lincoln County clients meet us there or by video or phone. We do not have an office in Lincoln County.
What Lincoln County households ask us
- "Can I retire, and what will my income be?" We map spending against Social Security, pensions and withdrawals.
- "What do I do with my old 401(k)?" Leave it, roll it to an IRA, move it to a new plan, or cash out: we walk through the tax and cost trade-offs of each.
- "Will a Roth conversion raise my Medicare premiums?" We model conversions year by year against your bracket and IRMAA thresholds.
- "I own a business or farmland. How do I retire from it?"
- "Do my accounts match my estate plan?" We coordinate beneficiaries and titling with your attorney.
- "How do I save for a child's education without setting retirement aside?"
Fiduciary advice, with tax coordination under one roof
As a registered investment adviser, Renaud & Company acts as a fiduciary when giving investment advice. Renaud Tax & Accounting LLC, led by Jeannie Renaud, CPA, is a separate, CPA-led tax firm in the same office. With your permission, your adviser and CPA work from the same numbers.
Towns we serve in Lincoln County
Incorporated cities and villages, from Wikipedia, "Lincoln County, Missouri," Communities section, retrieved Nov 12, 2026 (https://en.wikipedia.org/wiki/Lincoln_County,_Missouri): Troy (county seat), Moscow Mills, Winfield, Elsberry, Hawk Point, Old Monroe, Foley, Silex, Truxton, Fountain N' Lakes, Chain of Rocks, Cave and Whiteside. The only live town page on the site today is Troy (/financial-advisor-troy-mo).
Town pages
Troy · St. Charles County hub · O'Fallon · Meet the team · FAQ
FAQ
Is there a fiduciary financial advisor serving Lincoln County, MO?
Yes. Renaud & Company, LLC is a registered investment adviser in O'Fallon that serves Lincoln County households in person in O'Fallon or virtually. It has been serving clients since 1998 and acts as a fiduciary when giving investment advice.
Do you have an office in Lincoln County?
No. Our only office is at 2112 Bryan Valley Commercial Drive in O'Fallon. Video and phone meetings are available.
Which towns in Lincoln County do you serve?
Households across the county, including Troy, Moscow Mills, Winfield, Elsberry, Hawk Point, Old Monroe, Foley, Silex, Truxton, Fountain N' Lakes, Chain of Rocks, Cave and Whiteside.
Can you also help with taxes?
Tax preparation is provided by Renaud Tax & Accounting LLC, a separate, CPA-led tax firm run by Jeannie Renaud, CPA, in the same office, under a separate engagement. With your permission, the two firms coordinate.
How do I get started?
Call (636) 240-5055 or visit YourWealthYourTaxes.com.