A Positive Force

in Finance

Transparent + Straightforward + Authentic

THAT IS THE DIFFERENCE YOU GET WITH MY TEAM.

Dan Laure of Visionary Wealth Advisors is a fee-based Wealth Management Advisor committed to uplifting individuals, business owners, entrepreneurs, and families to create and manage wealth.

We accomplish this by uncovering your most important goals, dreams, and aspirations. From there, we develop a comprehensive financial plan hand crafted for your unique situation.

LOCATION
1401 S. Brentwood Blvd. Suite 700
St. Louis, MO 63144

We work to give you your own game plan
that involves building your own play book.

Daniel Laure, CFP®, MBA

SR. WEALTH MANAGEMENT ADVISOR

Daniel Laure’s mission is to be a positive, guiding influence in people’s lives. To love them and serve them. He does this as a Certified Financial Planner™ by coaching his clients through ever changing financial landscapes, and managing their emotions along the way. Dan’s experience shows that clients are faced with many difficult decisions throughout their lives and need a trusted advisor in their corner who can help take the stress and complexity out of those decisions. Dan seeks first to understand his clients’ goals, dreams and values which ultimately dictate the plan. Daniel has a special affinity for working with responsible, caring families, corporate executives, and small business owners.

Daniel Laure started his financial services career straight out of college. He began working at a Fortune 100 financial firm as an intern, then continued full-time for almost five years. During his time at this firm, Dan served both as a Financial Advisor and College Unit Director, where he was responsible for recruiting and developing financial representative interns, as well as running his own planning practice. Daniel came to Visionary Wealth Advisors in January 2015 to expand the services he could offer. He wanted to be 100% independent and work as a fiduciary for his clients, which is the highest level of accountability in the financial services industry.

Daniel graduated with a Bachelor of Arts in Finance, a minor in Accounting and a Master’s in Business Administration from Lindenwood University. Dan is also a Certified Financial Planner™.
As your financial coach and partner, my team and I are on a mission to be a positive, guiding influence in people’s lives. When it comes to wealth management, my experience not only as a CFP but also professional athlete and coach help guide me in the ability to do more than invest your money. It empowers us to team together and find clarity when building your comprehensive financial plan. I enjoy being a part of responsible, caring families that want to do more than survive when it comes to their finances, they want to thrive.

Whether you are a corporate executive or an aspiring young family, my 10+ years of experience along with your aspirations and goals make the perfect combination that will lead to your financial success.

Clarity = Power

I always stress to my clients, with clarity comes power. Our team will work diligently and help you uncover your deepest dreams and desires. Whether it is financial independence, establishing a legacy for your family, or becoming more conscious of your investments, we are looking forward to developing a relationship with you that goes beyond your wealth.

Work Hard + No Little Things

The only place where success comes before work is in the dictionary. This has been a guiding principal in Dan’s life, along with the notion there are no little things. Small changes compound to become big milestones over time. Whether as a decorated volleyball player and coach trying to win games or as a Wealth Management Advisor helping his clients plan their future, Dan pays attention to the small details because that makes ALL the difference over time.

Work Hard + No Little Things

The only place where success comes before work is in the dictionary. This has been a guiding principal in Dan’s life, along with the notion there are no little things. Small changes compound to become big milestones over time. Whether as a decorated volleyball player and coach trying to win games or as a Wealth Management Advisor helping his clients plan their future, Dan pays attention to the small details because that makes ALL the difference over time.

EDGE BEACH VOLLEYBALL CLUB

Dan and his wife Colleen founded Edge Beach Volleyball Club in 2018. It was born out of their passion for the game of beach volleyball. With over 20 combined years of coaching experience, they have a wealth of skill and knowledge to share with the young, talented athletes in the area. Volleyball has blessed & shaped their lives in so many ways. They love that can create opportunities for players that can bless them for years to come.

CHRISTAN BUSINESSMEN CONNECTION

Dan has been active in Operation Timothy, which is a part of the Christian Business Men’s Connection. CBMC aligns with Dan’s mission to be a positive guiding influence in people’s lives. The Organization is a global men’s ministry, founded during the Great Depression, that equips business and professional men to lead well, impact their communities and engage The Great Commission. Today, men are experiencing authentic relationships that result in Christ-led businesses and Christ-centered families.

Services

Financial Planning +

Vision + Complete Picture + Understanding

Our Financial Planning process begins with listening. We discuss the most important goals, dreams, and aspirations you want to accomplish. We also understand your team and what professionals are currently contributing to the planning process. Many of our clients currently play the head coach with their finances . They coordinate with CPA’s, attorneys, insurance agents, online retirement planning portals, etc. Our goal is to put you in the owner’s box – let us be the head coach and manage the team.

Independent + Transparent

We communicate with clarity, honesty, and integrity – with ourselves and our clients. We are Fiduciaries and Fee-based – which means we are always working for your interests, not ours.

Long-Term + Disciplined

Our Investment Management strategies build wealth. We believe that markets tend to work over time but many investors fail to capture these returns due to a lack of discipline and emotion. Rather than attempting to time markets, we build long-term investment portfolios that have the chance to be successful in a variety of potential environments.

Future + Academics

We work with our clients to develop a strategic savings plan for their Kids Education. We use E-Money – industry leading software to help develop an education plan and coach you on the implementation. Whether you want your children to attend an in-state school or an Ivy League University, it all starts with a plan. Clarity = Power.

Tax-Sensitive + Cost-Conscious

We aim to Minimize your Tax Liability. We frequently coordinate with our client’s Certified Public Accountant to ensure we are taking steps to lower your tax liability today, as well as when you hit your golden years. This is another reason we use E-Money – to model our client’s tax liability in retirement, so you are less likely to have surprises when you reach this amazing milestone.

Intelligent + Common Sense

The economy and financial markets are rarely static, nor is your life which is why we work with local attorneys to help our clients build Estate Plans. Having the right estate plan may save your family a significant amount of time/money and will ensure your wishes are achieved.

Customized + Reflecting Your Needs + Values

Whether you are five years from retirement or twenty – we build plans for your unique circumstances and values. Whether that is a traditional investment approach or a desire for something outside the box, we can customize your experience for any stage of your life.

Call today to schedule an appointment – 314.764.2731

Contact Us

ST. LOUIS, MO OFFICE

1401 S. Brentwood Blvd. Suite 700
St. Louis, MO 63144  |  314.764.2731

ADVISORS

Client Access

ACCESS MY FINANCES OR VAULT

View all your finances including your 401k, annuities, 529 plans, documents in your Vault, cash flow projections, insurance summary, net worth statement, and TD Ameritrade or Charles Schwab account.

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View real time values and holdings of your Charles Schwab accounts, monthly statements, confirmations, tax forms.

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