
About Albritton
Financial Services
Guiding clients through life’s most
meaningful financial decisions.


Where Our Story Began
Albritton Financial
Services was founded to
serve families who’ve built
something meaningful
Through the decades, we’ve evolved into the preeminent wealth
management firm for business owners and founders who refuse to
accept commodity-level service.
Here’s what we’ve learned: The most successful entrepreneurs
need strategic partners who’ve walked the same path.
You’ve built something extraordinary and understand what it
means for the next generation. Your wealth should work as
intentionally as you do.

What Our Partnership
Means For You
Your family deserves more than a transactional
advisor. We are your trusted partner for all of
life’s financial choices.
Business Transition Expertise
We’ve lived your succession
challenges firsthand. Our
planning team helps you decide
what works for you—and what
doesn’t.
Virtual Family
Office
Your entire advisory team works in
lockstep. One unified strategy,
executed flawlessly.
Multi-Generational
Planning
We build structures that protect
your legacy while preparing worthy
stewards for tomorrow.
Strategic Tax
Mitigation
Every decision starts with:
How do we minimize what you
owe Uncle Sam?
Say Hello to the Albritton Financial Services Team
About NealNeal M. Albritton
ChFC®, CExP™
Owner, Lead Advisor, & Joy-Bringer
About EricEric Beeler
CFP®, MBA
Servicing Advisor
About AllynAllyn Albritton
Chief of Staff
About JenniferJennifer Lederman
Relationship Manager
About CeceCece Albritton
Chief Happiness Officer
Our Integrated Partners Team
About SteveSteve Kolano
Chief Investment Officer
About RichardRichard E. Austin
JD*, LLM, CIMA®
Executive Director, Estate & Business Planning
About WilliamWilliam Beaudoin
CFS, CBEC
Vice President of Case Design
About DerekDerek Chesley
Case Design Specialist
About PeterPeter Kaplan
Executive Vice President, Planning & Insurance Solutions
About GregoryGregory Freeman
Case Design Specialist

Get to Know Our
Personal Side
Since we take the time to get to
know you, we wanted to take a
moment to introduce ourselves
outside of the office too!
We know you value advisors who’ve walked your path
Neal’s journey from family business to corporate leadership and back mirrors the challenges you face every day. Here’s why that matters to your success.
The Strategic Choice
01
Bringing It Home
02
Building Our Team
03
Instead, he left the family business to climb the corporate
ladder as a wholesaler, eventually becoming VP of Business
Development. His mission: Study the best practices from
top firms across the country.
Here’s what Neal discovered: Most firms talk about serving
families. Few actually live it. He brought those hard-won
insights back to St. Louis—and to you.
When Neal married Allyn and brought her corporate expertise to
our practice, we didn’t just grow our family—we strengthened our
ability to serve yours. Our guiding principle: “Be honest. Be kind.
Be honorable. Work hard. And always be awesome.”
Accolades*
Recognition We’ve Earned


Interested in Learning More?
Your wealth deserves the attention and expertise that comes from a truly personalized approach.

*Neal M. Albritton was listed as a Five Star Award Winners You Need to Know published in Forbes Dec 2018, WSJ Dec 2021 & 2018, Fortune Magazine Dec 2021, and St. Louis Magazine Nov 2021 & 2018. Neal is featured as a Five Star Wealth Managers Under 40 in Fortune magazine, Feb 2021. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results, nor a guarantee of future investment success. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. St. Louis Business Journal recognizes family-owned companies that have successfully transitioned to the next generation (or through more than one generation) and have made an impact on the St. Louis community. Selection of honorees is based on nominations received, St. Louis Business Journal does not receive a fee in exchange for honoree consideration. Recognition is not specific to Investment Advisory firms, and receipt of the award should not in any way be construed as reflective of quality of investment advisory services provided. Listing in the St. Louis Business Journal and receipt of the family business award is not a guarantee of future investment success, nor should this recognition be construed as an endorsement of the advisor by any client.


