636-388-7722

Build Your Plan with Purpose.

After spending years diligently building your nest egg, you deserve to transition smoothly into a secure retirement. At Retirement Wealth Design, we believe in the dream of freedom and have built our practice with a purpose: Helping you design a plan that honors your hard work and gets you to the life you envision in retirement.
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Tom Elder

Continuing a Legacy of Integrity.

Tom Elder, CFP®

President

Tom Elder’s approach to life and business was shaped early by his grandfather’s belief that true success is rooted in character, service, and integrity. Raised with a strong work ethic and sense of community, Tom carried those values through his education and career, ultimately leaving industries that prioritized profit over people. Guided by faith and a commitment to doing what’s right, he founded Retirement Wealth Design to serve others on his own terms—building a firm grounded in ethics, trust, and the belief that helping people achieve a secure, meaningful retirement is his life’s purpose.
Meet Our Team

Purposefully Crafting Holistic Plans.

At Retirement Wealth Design, we believe in protecting what you’ve built by being prepared for life ahead. Our expert team understands the complexities of the financial industry and specializes in crafting personalized plans designed to maximize your financial gain. Our purpose is to simplify financial concepts so you can let go of fear and step into the secure retirement you deserve.
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Creating a Legacy of Freedom.

At Retirement Wealth Design, we believe in protecting what you’ve built by being prepared for life ahead. Our expert team understands the complexities of the financial industry and specializes in crafting personalized plans designed to maximize your financial gain. Our purpose is to simplify financial concepts so you can let go of fear and step into the secure retirement you deserve.
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Testimonials

My husband and I attended one of Tom’s seminars and decided to have a consultation with him. He spent the first session ASKING US what OUR goals were and what we wanted our money to do for us. He took into consideration OUR comfort level regarding investments. He then gave his expert advice on how to achieve those goals. Tom is our financial planner and we couldn’t be happier. We are relaxed and confident in our finances. We would recommend Tom to anyone who are seeking financial advice.

Anne Woehrle

My wife and I have worked with Tom and his staff for the past couple of years. We could not be more pleased with how much they have done for us. Tom takes the time to get to know his clients and their goals and sets a plan in place to ensure those goals are met. Would highly recommend that you schedule a meeting, today, and get ready to make the future you very happy.

Randy Adler

I recently attended a Retirement Wealth Design group meeting. Hitting the age where I need to start my RM Distribution I set an appointment to sit down with Tom for an hour. He listened and answered all my questions in detail and suggested a good, better and best strategy for my particular situation. There was no pressure or closing techniques. I would recommend Tom to anyone who is getting close to retirement.

Geoffrey Keough

Highly recommend Tom, who is a Fiduciary with your goals as his #1 priority. I spent 3 years researching various investment companies, attending free seminars. Twenty six years in banking , I wanted someone that would provide a portfolio that fit my goals. Tom checked all the boxes that were my concerns with retirement. I sleep much better at night knowing my hard earned money is in good hands.

Sandra D.

I’ve had the honor of personally knowing Tom for over a decade now. Additionally, I have been a very pleased client of his financial services for over three years, and I can confidently say he is an exemplary financial advisor. Tom possesses a rare knack for truly understanding what matters to me on a personal level before diving into financial strategies. He takes the time to listen and empathize, making the process feel like a genuine partnership…

Adolph Escobedo

We experienced complete professionalism. Our visit included guidance and support for our financial future. Mr Tom Elder, heads up a group of financial individuals that are Fiduciaries, with only your best interest at heart. With no preasure and with Integrity, they will give guidance and direction for the future…

John Scanga