Sheldon Harber, CFP®



Sheldon Harber’s primary focus is working with mature investors, helping them understand their own risk tolerances and financial planning goals. He helps clients safeguard and manage their resources and work toward the long-range goals of funding their children’s education, a comfortable retirement, and protecting their future. He also works with our younger advisors, sharing his wealth of experience and ideas.

Sheldon is a veteran of financial planning. Inspired by his father, who was a pioneer in financial services, Sheldon started his own firm in 1972 and brings over 30 years of experience to our clients. He enjoys being a Visionary independent planner, with no influence of proprietary products or sales quotas to meet. He knows his clients can count on him to make their best interests his top priority.

Sheldon received his BSBA in Business from the University of Missouri, Columbia.

Sheldon and his wife, Anne, live in Chesterfield, MO and have two daughters. He is passionate about economic empowerment in the St. Louis area, and the preservation of the city’s architectural gems. He enjoys cycling, and is a big St. Louis Cardinals, St. Louis Blues, and Mizzou football fan.