About the Business
At MSMF Wealth Management, we are dedicated to helping you create the life you've always dreamed of. Our approach is to understand your objectives and concerns so that we can offer guidance and wisdom. With our financial knowledge and expertise, we can provide you with a valuable relationship to help guide you through all of life's changes. We provide comprehensive service such as financial planning, investment advice, retirement planning, insurance advice, estate planning and business consultation to clients all over the country. Our team of advisors and associates are committed to providing you with personalized solutions tailored to your specific goals.
You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.
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- MSMF was initially formed in 1990 by Thomas F. Mengel, CLU, ChFC, MSFS, and Charles Surdyke, CFP®, under the name C.T. Solutions, LTD. The primary purpose of the firm was the design, implementation, and servicing of executive compensation programs, employee benefit plans, company-sponsored retirement plans, and business insurance planning. In 1995, Mark G. Finke, MBA, CFP®, joined the firm as a partner, and with the addition of Thomas Murphy in 2005, the firm Mengel, Surdyke, Murphy & Finke (MSM&F) was formed. MSM&F also moved into the firm's current Kirkwood location in 2005, beginning our longstanding relationship and deep understanding of the local community and economy. In 1996, the partners transferred their broker-dealer affiliation to Terra Securities Corporation and established Terra's first Office of Supervisory Jurisdictions (OSJ) in St. Louis. In this capacity, the Missouri Regional Office recruited and supported over one hundred fifty accounting professionals in offer
- (314) 677-2550
- 3660 S Geyer Rd Ste 200, St. Louis, MO 63127
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Opening Time
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Mon
8:00 AM - 5:00 PM
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Tue
8:00 AM - 5:00 PM
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Wed
8:00 AM - 5:00 PM
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Thu
8:00 AM - 5:00 PM
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Fri
8:00 AM - 2:30 PM
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Sat
Closed
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Sun
Closed