Midwest Independent Registered Investment Advisor
Private wealth advisory serving families, individuals, nonprofits, and small businesses across the Midwest
⸻ St. Louis · Wichita · Ste. Genevieve
Wealth managed with intention and precision.
A distinguished private wealth advisory serving discerning families, individuals, nonprofits, and small businesses across the Midwest. We build lasting financial legacies — not just portfolios.
Our Philosophy
⸻ Our Philosophy
Counsel built on trust, not transactions.
At The Bedford Group, we believe that exceptional wealth management begins with exceptional listening. We take the time to understand not just your financial picture, but your values, your legacy, and what truly matters to you.
"As for the future, your task is not to foresee it, but to enable it.”
Antoine de Saint-Exupéry
What We Do
⸻ What We Do
Comprehensive
wealth stewardship.
From investment management to estate planning, tax strategy to philanthropic advising, our team provides the full spectrum of private wealth services — coordinated under one roof, with one coherent strategy.
Disciplined, research‑driven portfolio construction designed to support long‑term investment objectives. Risk considerations are integrated into the portfolio construction process.
Comprehensive life planning that accounts for every stage — wealth accumulation, retirement, business transition, and the eventual transfer of assets to the next generation.
Thoughtful estate planning coordinated with your legal and tax advisors to ensure your wealth moves cleanly, intentionally, and in accordance with your wishes.
Tax‑aware planning considerations integrated with your investment and estate strategy — not an afterthought as part of an overall planning approach.
Specialized guidance for business owners navigating liquidity events, succession planning, and the complex financial decisions that accompany enterprise transitions.
Assisting in structuring charitable giving strategies, including donor‑advised funds, charitable trusts, and private foundation considerations, in coordination with qualified professionals.
Our Locations
⸻ Our Locations
Rooted in the heartland.
Wichita, KS 67205
(316) 246-2360
Ste. Genevieve, MO 63670
(573) 883-2824
Our Team
⸻ The Team
Experienced advisors.
Personal relationships.
Our team brings together decades of combined experience in wealth management, tax planning, estate law, and investment research. What sets us apart is not credentials alone, but the depth of relationship we build with every client.
Ready to build a plan that endures?
No obligation. Strictly confidential.
Private wealth advisory for discerning families, individuals, nonprofits, and small businesses across the Midwest. Headquartered in St. Louis, Missouri.
Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through The Bedford Group, a Registered Investment Advisor. Private Client Services and The Bedford Group are unaffiliated entities.
✦ Forbes Best-in-State Wealth Management Team 2026
Our Advisors are Securities Registered in the follow states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NJ, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Our Advisors offer advisory products and services in the following states: AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NJ, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
✦ Forbes Best-in-State Wealth Management Team 2026
✦ Forbes Best-in-State Wealth Management Team 2026
© The Bedford Group 2026.