Financial Advisor Serving St. Louis County, MO

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 St. Louis County, including Chesterfield, Town and Country, Ballwin, Wildwood, Kirkwood, Creve Coeur and Clayton. 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. 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. St. Louis County clients meet us there or by video or phone. We do not have an office in St. Louis County.

What St. Louis 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. How do I retire from it?"
• "Do my accounts match my estate plan?" We coordinate beneficiaries and titling with your attorney.

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.

Town pages

Chesterfield · St. Charles County hub · O'Fallon · Meet the team · FAQ

FAQ

Is there a fiduciary financial advisor serving St. Louis County, MO? Yes. Renaud & Company, LLC is a registered investment adviser in O'Fallon that serves St. Louis 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 St. Louis County? No. Our only office is at 2112 Bryan Valley Commercial Drive in O'Fallon. Video and phone meetings are available.

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.