2001 Big Bend Blvd St Louis MO 63117 PH: 314.365.3941
The Private Family Advisors, LLC is a financial planning based advisor. We provide Bundled Services in which we gather financial information and goals. We then work with our clients to craft and enact a custom strategy driven by each client's goals and unique circumstances. For our Bundled clients, that means ongoing financial planning and investment management, as well as annual tax preparation by a qualified tax preparer and estate planning document review and preparation by a licensed attorney.
Some clients are already comfortable with their current advisors and just need investment assistance. We start by clarifying our fee structure and explaining the different ways we can help. We analyze your investment objectives and compare them to your current portfolio and risk tolerance. Then we recommend an investment strategy designed to meet your goals.
When clients are looking for a consultation based approach. Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
For a comprehensive discussion of services offered, please click on the link below to request a copy of our current Adv Part II Brochure.
What sets us apart is our commitment to holistic planning that is focused on the client and our ability to offer bundled services for a true one stop shop financial services experience. Our advisors continually expand their knowledge of financial planning in their specific areas of expertise to help all the clients and other advisors in the firm.
The founder of Zitko Financial Services, LLC, now The Private Family Advisors, LLC, Greg envisioned a platform where he could combine his financial, investment and planning background with his legal knowledge and experience to offer clients a truly holistic experience.
In addition to providing financial planning and investment advice to clients through The Private Family Advisors LLC, Greg is a practicing attorney, who advises clients of The Zitko Law Firm, LLC on matters including estate planning, business succession planning, and trust and probate administration and litigation and general business law. The unique combination of his financial and legal background allows Greg to provide clients a holistic approach to all the aspects of their financial lives.
At his core, Greg is an evidence based problem solver. He relishes in taking in his client’s information and working with them in establishing their goals. With that information, and the knowledge and experience of the team at The Private Family Advisors, LLC, Greg crafts an individualized plan for clients that addresses their financial needs and goals.
The relationships established with his clients are of the utmost importance to Greg. Truly trusting another person with your financial information and aspirations can be daunting and it is the mutual respect and confidentiality that allows for the regular and frank communications necessary to monitor and support his clients progress towards achieving their goals.
When he is not working for his clients, Greg, along with his amazing wife, loves nothing more than watching and supporting his three daughters pursue their own interests in education, sports and art.
As one of the partners at The Private Family Advisors, LLC. Eddie has returned to his roots in financial planning after 10 years in institutional money management focused on small cap stock portfolios. As a Certified Financial Planner and Accredited Asset Management Specialist, Eddie has worked through all the different aspects of the financial responsibilities that clients bear. This has driven him to build a team approach that encompasses investments, financial planning, tax strategies and estate planning to best help clients.
Every family is unique and Eddie embraces each relationship with a focus on what is important to them. Truly committed to the Family Advisor model, Eddie works with clients in a consultative relationship to build trust through the family’s financial plan. All aspects of the clients needs are supported by the depth of knowledge and experience of Eddie and the team at The Private Family Advisors, LLC.
Furthering the firms’ goals to provide comprehensive advice and always looking to learn more, Eddie is currently enrolled in the Master of Science in Taxation program at the University of Cincinnati.
Eddie and his wife Jennifer spend their free time travelling, hitting the movies, relaxing at Mark Twain Lake or enjoying time chasing their nieces and nephews.
For our clients that utilize Charles Schwab & Co as their custodian, here is a link to their login page.
The Private Family Advisors utilize the online financial planning software services of Right Capital. If you don't have a login please contact your advisor to use the link below to their login.
For our clients that utilize TD Ameritrade as their custodian, here is a link to their login page.
It is never too early to get started on your financial plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
2001 South Big Bend Blvd St Louis, MO. 63117
PH. 314.365.3941 FAX. 314.230.9881
Copyright © 2022 The Private Family Advisors, llc - All Rights Reserved.
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