Dan Hummert, CF2, CFP®, CEPA®, CRPC®

About Dan Hummert

When you work with a financial advisor in St. Louis, MO, you’re not just trusting someone with your numbers—you’re trusting them with your future. As a fiduciary financial advisor, I believe that kind of trust is built through relationships, transparency, and shared values.

I’m Dan Hummert, a proud graduate of Washington University in St. Louis, lifelong outdoorsman, coffee lover, and passionate guide for individuals seeking to build a retirement plan that aligns with their lives and their legacy.

Faith is central to who I am. As an active member of Peace Lutheran Church in St. Louis, I’ve seen firsthand how generosity and stewardship can create lasting impact. Serving alongside individuals and families across generations has deepened my understanding that money isn’t just about wealth — it’s about values and purpose.

That belief shapes every plan I help build: aligning financial goals with personal convictions, encouraging generosity, and helping clients see their wealth not just as something to protect, but as something that can be used meaningfully.

At home, I’m blessed to share life with my wife Jill, our spirited daughter, and our golden doodle. Together, we find joy in simple moments, outdoor adventures, and building a life that reflects our faith and values.

Professional Specialty Areas

Mindful Financial Planning for Individuals with Complex Assets

Our Holistic Financial Planning approach integrates every aspect of your financial world, creating a “living-breathing” roadmap that evolves with your needs and circumstances. As financial planners in St. Louis we consider the full spectrum of your financial life, including:

Investment Management
Retirement Income Strategies
Insurance Assessment
Tax Optimization
Risk Management
Estate Planning Strategies
Charitable Giving
Real Estate Investment and Management

With our holistic take on wealth management, we make sure you can enjoy your success and have:

Confidence in your long-term financial well-being
Assurance that your financial roadmap is continuously monitored and adjusted
A valued partner, planner, and guide who understands your unique financial landscape
Education

Dan Hummert, a CERTIFIED FINANCIAL PLANNER® professional and experienced business owner, leads a premier financial services firm specializing in comprehensive wealth management strategies. With his extensive background in retirement planning and investment management, Dan offers tailored solutions to help clients navigate complex financial landscapes and pursue their long-term goals.

Drawing on years of industry expertise, Dan provides personalized guidance on investment management, risk mitigation methods, as well as retirement and income planning strategies for clients.

At the heart of Dan’s practice is a dedication to building lasting relationships with clients, offering not just financial advice, but a partnership focused on long-term success and confidence.

President, Financial Planners Association, 2025 https://www.financialplanningassociation.org/
President, Peace Lutheran Church, St. Louis, MO, 2025
Financial Therapy Association, Member, 2025
Foundation for Fiduciary Educators
National Social Security Advisors – Certified Advisor
CFP Board