Family financial planning built around your life — not a template.

Whether you are building toward retirement, funding a child's education, or creating financial flexibility for your family's future — we build coordinated plans around what matters most to you, not around an industry default.

150+

Households Served

$60M+

Assets Under Management

8 Yrs

Industry Experience

14 States

Registered & Licensed

Built on service.
Focused on you.

Before entering financial services, Korey Knepper served 4 years in the United States Navy. After his service, he earned a B.S. in Financial Services from Maryville University in St. Louis. That background — military discipline combined with a focused financial education — shaped everything about how he approaches his work: a commitment to preparation, a belief in transparency, and a conviction that the people you serve deserve to understand exactly what you're doing and why.

Korey joined Saxony Advisors in 2025 as a Financial Advisor, bringing nearly a decade of experience in the financial services industry to a practice built around family financial planning, with a particular depth in retirement planning, investment management, and education funding.

Saxony Advisors is a partnership with Saxony Securities, Inc. and Saxony Capital Management, LLC — established in 2002 and headquartered here in St. Louis. That institutional foundation means your accounts are serviced with the resources and oversight of a firm that has been operating for over two decades, while your planning relationship remains personal and direct.

Our clients span a wide range of life stages. Some are approaching retirement and need a coordinated income strategy. Others are high-earning professionals earlier in their careers who want to build financial flexibility and make smarter decisions with what they're earning now. Many are families balancing long-term wealth building with near-term goals like funding college. What they share is a desire for a plan that actually reflects their life — not a template pulled off a shelf.

We serve clients primarily in the St. Louis area, with clients across 14 states including Missouri, Wisconsin, California, Florida, Illinois, Kentucky, Michigan, Minnesota, Nevada, New Jersey, New York, South Dakota, and Washington. Regardless of where you are, our approach is the same: understand your complete picture, build a coordinated plan, and stay with you as life evolves.

The E.D.D.I.E. System

As fiduciary advisors, we need two things to be true before we make any recommendation: you understand why we're recommending it, and we have your complete financial picture. The E.D.D.I.E. System is the framework that makes both possible — a structured process that turns a complex financial transition into a clear, collaborative plan.

Straightforward fees.
No surprises.

Our advisory fee is based on assets under management and declines as your portfolio grows. There are no account minimums — we believe everyone deserves access to a real financial plan, regardless of where they are starting from. There are no hidden charges, and no pressure to purchase products you do not need. We believe your first meeting should always be free, so you can make an informed decision before committing to anything.

Let's look at your
complete picture together.

Whether you are planning for retirement, funding college, or building financial flexibility for your family's future — a first meeting costs nothing and obligates you to nothing. We'll review where you are, talk through what you're working toward, and give you an honest assessment of whether we think we can help.

Schedule a Free Consultation

No cost · No obligation · No sales pressure

Frequently Asked Questions

The first meeting is where we get to know you and your situation. Our goal is to find out where you are, and where you want to go so we can help you get there.
No, no upfront costs, you won’t need to bring a checkbook!
We follow a structured five-step process called the E.D.D.I.E. System. It starts with Education — making sure you understand your options before we recommend anything. From there we move into Discovery, where we map your complete financial picture. In the Design phase we build out your plan using financial planning software, modeling multiple scenarios so you can see the tradeoffs clearly. Once you are comfortable with the direction, we Implement — handling the paperwork, account setup, and technology onboarding. Then we Evaluate on an ongoing basis, reviewing and adjusting the plan as your life evolves. The process is designed so that you always know where you stand and why.
You can reach me at (314)528-3050 via call or text. I can also be reached by email at kknepper@saxonysecurities.com
During the onboarding process meetings will be more frequent. However, once the onboarding is complete, we meet at your schedule. If things are getting more complex, we’ll meet and talk more. If things are going steady, we will meet as needed. Our typical clients have an annual review, and will get monthly updates from our client newsletter.

Family financial planning built around your life — not a template.

Built on service.Focused on you.

The E.D.D.I.E. System

What we believe about good advice

Straightforward fees.No surprises.

Let's look at yourcomplete picture together.

Frequently Asked Questions

Built on service.
Focused on you.

Straightforward fees.
No surprises.

Let's look at your
complete picture together.