Brian Skrobonja, Chartered Financial Consultant (ChFC®)
Brian Skrobonja is an author, blogger, podcaster and speaker. He is the founder and president of a St. Louis, Mo.-based wealth management firm. His goal is to help his audience discover the root of their beliefs about money and challenge them to think differently to reach their goals. Brian is the author of three books, and his Common Sense podcast was named one of the Top 10 podcasts by Forbes. In 2017, 2019, 2020, 2021 and 2022, Brian was awarded Best Wealth Manager, in 2021 received Best in Business and the Future 50 in 2018 from St. Louis Small Business.
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment adviser. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS.
Skrobonja Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by Skrobonja Wealth Management, LLC unless a client service agreement is in place.
“Best Wealth Managers” and “Future 50 Company” are annual surveys conducted by Small Business Monthly. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner. Some voters may not be clients of Brian Skrobonja and Skrobonja Financial Group. These awards are not representative of any one client’s experience and are not indicative of future performance.
The article and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you consult your accountant, tax or legal adviser with regard to your individual situation.
Phone: 636.296.5225 | E-mail: brian@brianskrobonja.com | Website: brianskrobonja.com (opens in new tab)
Latest articles by Brian Skrobonja, Chartered Financial Consultant (ChFC®)
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In Financial Planning, Consider Your ‘Fuel Tank of Capability’
Trying to do too much at the same time can actually thwart your financial planning efforts. Delegating to a professional can free you up to expend your energy on something you love.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) • Published
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Different Approach to Financial Planning Addresses ‘the Missing Middle’
Nontraditional financial planning model allows you to pay for the expenses you incur between now and retirement — the middle of your life — without losing the ability to build wealth.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) • Published
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Pension Lump Sum Option vs. Annuity Payment: Which Is Better?
retirement Lump sum vs. annuity payments? Single-life benefits vs. joint-and-survivor benefits? Finding the right answer for you could come down to control.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) • Last updated
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Financial Freedom in Retirement Is All About Cash Flow
You may think accumulation is the most important part of the game, but income is like water: You can’t live without it.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) • Last updated
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Could Bitcoin Replace Gold as the New Safe Haven?
cryptocurrency A look back through gold’s history reveals some interesting patterns that could point to what may come next. However, no matter what the future holds, diversification is never a bad idea.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) • Published
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Why I'm Not a Fan of 401(k)s
investing Watch out: Saving money in 401(k)s, 403(b)s and 457 plans is like throwing that money in jail.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) • Published