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About Us

Long-Term Relationships, Personalized Planning

The Midwest has long been revered as a slice of paradise, often referred to as "God's Country" by those fortunate enough to call it home. And it's not hard to see why. From the warm and welcoming people to the stunning natural vistas, there's a certain intangible magic to this region that's hard to put into words.

Cuba Financial Group has been serving the Midwest in the Greater Southeast Missouri and St. Louis areas for over 40 years, specializing in addressing the many wealth management issues affluent individuals face as they prepare for retirement. Our team takes pride in developing lasting relationships, getting to know you on a deeper level. Sharing a sense of purpose and passion, we’re united with the region in its mission to create a better future for all.

Our Guiding Principles

At Cuba Financial Group, we provide specialized financial planning services that help clients achieve their goals and make a positive impact, guided by founder Rick Cuba's 1982 handwritten financial plan to "Live Purposefully, Work Diligently and Give Generously."

Live Purposefully

We help you create a financial plan that aligns with your values and goals. Starting with who you are.

Work Diligently

We help simplify your financial life through specialized planning, communication, and guidance.

Give Generously

We provide philanthropic planning services to help you make a positive impact in the world.

Caring Service from a Community-Oriented Team

Caring Service from a Community-Oriented Team

Like you, we believe in the value of generosity and encourage our employees to participate in the community. Our CEO Tyler Cuba is actively involved in various finance committees, including the local hospital, high school and parks and recreation department. We understand the importance of giving back and strive to make a positive impact on our community and in the lives of our clients.

Our CWS<sup>&#174;</sup> Professionals Working Toward Your Financial Goals

Our CWS® Professionals Working Toward Your Financial Goals

Our Certified Wealth Strategists® specialize in providing financial planning for high net-worth individuals. We take a holistic approach to wealth management and prioritize building strong client relationships. With our guidance, you can realize your long-term financial goals and secure your financial future. Trust our team of CWS® Professionals to support you every step of the way.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.

Get Your Number

Our Core Values

Planning-Based Perspective

Our firm was founded on the realization that every family needs a plan. We always take a planning perspective on the work we do, because it gives direction for long-term relationships and shapes purpose-fulfilling goals. 

Certified Professionalism

We’re proud to carry the Certified Wealth Strategist® and Accredited Investment Fiduciary® designations. Having attained a high level of education and training, we deliver more holistic, relational, and goal-based solutions for our clients.

Superior Client Experience

We emphasize providing a client experience that stands head and shoulders above the rest. Our clients enjoy caring, personalized service from their advisors and our team designed to deliver delightful experiences.

Independent Fiduciary Advice

We’re not trying to sell anything. In fact, we do the exact opposite of selling investment products. We offer a no pressure relationship based on independent, fiduciary advice that puts your needs first. 

Parent Group: Cetera Advisors LLC

Our Custodian: Pershing

Our Services

Caring, personalized service from our advisors and our team designed to deliver delightful experiences.

Explore Services

Our Approach

We offer a no-pressure relationship based on independent, fiduciary advice that puts your needs first.

Our Approach

Our Team

We’re proud to carry the Certified Wealth Strategist® designation. We deliver holistic, goal-based solutions.

Meet the Team