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"For what does it profit a man to gain the whole world and forfeit his soul?"

-Mark 8:36

At St. Therese Financial LLC, we provide comprehensive and ethical financial stewardship through an integrated investment management, ethical-based screening, and personalized financial planning approach. Our framework begins with understanding each client’s mission, values, and long-term goals. We construct and manage portfolios using rigorous financial analysis and ethical screening principles. Through strategic financial planning, we help individuals and businesses navigate complex decisions with clarity, integrity, and purpose.

Investment Management

Our investment management services are designed to help clients work towards their financial goals through strategic planning and personalized investment strategies. We analyze market trends and assess risk factors to create portfolios that align with each client's unique objectives. We are committed to providing ongoing support and guidance, ensuring that your investments are well-managed and positioned for growth potential. 

Ethical Screening

Our approach to ethical screening of investments focuses on aligning our portfolio with values that prioritize sustainability and social responsibility. By selecting investments that promote positive change and align with your Christian values, we aim to generate financial returns while contributing to a better world. This commitment not only reflects our principles but also resonates with investors who seek to make a meaningful difference through their investments.

Financial Planning

We offer comprehensive financial planning services to help you achieve your financial goals. We work closely with you to create personalized strategies that address your unique needs and aspirations. Whether you’re planning for retirement, saving for education, or managing investments, we provide guidance and support every step of the way. Let us help you navigate your finances with confidence.

Reach out to us for a complementary financial consultation.

Meetings by appointment only.

Bettendorf, IA 52722

563-726-1507

bschmertmann@stffinancial.net

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St. Therese Financial Trademark Logo. Financial advisor experts in faith-based investing.

563-726-1507
bschmertmann@stffinancial.net

Bettendorf, Iowa   52722

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Privacy Policy

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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

 

Opinions expressed herein are solely those of St. Therese Financial LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by St. Therese Financial LLC an Investment Advisor in the States of Iowa and Illinois. Being registered as an investment adviser does not imply a certain level of skill or training. Insurance products and services are offered by Brennen Schmertmann, independent agent.

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The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Iowa and Illinois or where otherwise legally permitted.

 

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

 

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

 

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When you follow a link to one of these sites neither St. Therese Financial LLC, nor any agency, officer, or employee of the St. Therese Financial warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

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