3964 S. Old Highway 94
St. Charles, MO 63304
After working in finance at a large corporation, Dale Huber realized that many investors knew very little about how their money was invested or even how investments worked. He wanted to educate them on the importance of investment advice that’s tailored to their needs, so they have a portfolio that is part of a larger financial plan that charts a course toward their financial goals.
Today, Dale works as a personal financial advisor with individuals and families to analyze their current financial picture to determine a better way to pursue their financial goals. His financial planning approach includes establishing short-term goals, like purchasing a home or making home improvements; intermediate goals, such as paying for college or a vacation home; and long-term goals, like retirement and legacy planning.
Dale has more than 20 years of financial experience, previously as an accountant and financial analyst, and joined Cornerstone Wealth Management in 2017. He draws on his extensive knowledge when working with clients, continually looking for opportunities to cut costs like taxes or fees. He particularly enjoys managing clients’ portfolios and finding investments that are a good fit for each client’s distinct goals.
A native of Ste. Genevieve, Missouri, Dale now lives in St. Charles with his wife and has four children – three of which are currently in college. When he’s not spending time with family, Dale hits the gym to stay in shape for the various indoor and outdoor sports that he plays. He also enjoys watching college and professional football and baseball … go Cards!