Financial Advisor in Eureka, MO | Rockwood Financial

You've Worked Too Hard to Get Retirement Wrong.

If you're approaching retirement, we'll help you make smarter decisions about your investments, taxes, Social Security, and retirement income...so you can retire with confidence.

Most strategies focus on returns. We focus on durability.

Our Approach

You've spent years building what you have. The years leading up to retirement aren't the time to rely on guesswork or disconnected advice.

Every financial decision affects another. Your investment strategy influences your taxes. Your Social Security decision affects your retirement income. Your retirement income strategy affects how long your portfolio may last.

That's why we help bring every piece of your financial life together. Investments, taxes, Social Security, retirement income, and estate planning work together as one coordinated strategy.

Our goal is simple: to help you approach retirement with greater clarity, make smarter financial decisions, and move forward with more confidence.

Is Rockwood Right for You?

We work best with individuals and couples who are approaching retirement and want to be intentional about how their money is invested, taxed, and ultimately used.

They're not looking for more complexity. They're looking for clarity, confidence, and a plan they can actually follow.

We intentionally keep our client roster small so every relationship receives the attention it deserves.

We're probably a great fit if you value thoughtful, long-term advice and meet at least one of the following:

You're within 5-15 years of retirement.
You've accumulated at least $250,000 in savings and investments.
Your household income is $150,000 or more.
You were referred by an existing client.

MEET DREW STOTLER, AAMS®

I’m Drew Stotler, AAMS, founder of Rockwood Financial.

I work with individuals and couples who are approaching retirement and want to be more intentional about how their wealth is structured, taxed, and used.

I bring more than 20 years of experience in the financial sector, helping clients navigate investment decisions, retirement planning, and the transition from accumulation to income.

Over the years, I've learned that a comfortable retirement isn't just about investments. It's about having a trusted advisor who can help you think clearly, avoid costly mistakes, and make confident decisions where they matter most.

I work with clients throughout the St. Louis West Corridor, including Eureka, Wildwood, Chesterfield, and surrounding communities.

Schedule An Intro Call

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Questions You May Be Asking

Am I On Track To Retire?

We clarify your timeline, income needs, and long-term projections.

When Should I Take Social Security?

We walk through timing options and modeling so you can feel more confident in your choice.

How Do I Generate Income In Retirement?

We help you make informed decisions about creating a durable income plan.

Are You A Fiduciary?

When managing advisory assets, I operate under the fiduciary standard. I am also licensed in life insurance, long-term care insurance, and annuities.

What If I Already Have An Advisor?

Many of my clients first came to me already having an advisor. Some wanted a second opinion, while others wanted enhanced service and a more in-depth planning approach...no matter what your situation, we'll give you a discreet, honest opinion on where you stand.

How Do You Get Paid?

My compensation depends on the services and engagement options you choose. That may include a flat or subscription planning fee, an ongoing investment advisory fee, or commissions on certain insurance products. I'll explain all costs clearly before you move forward. Every recommendation is tailored to your goals, not a one-size-fits-all solution.

Our Process

Step 1

Schedule a Call

Schedule a 15-minute introductory call to learn more about your goals, answer questions, and see if we're a good fit.

Step 2

Build Your Plan

If we decide to work together, I'll analyze your retirement, investments, taxes, and income strategy and develop personalized recommendations.

Step 3

Implement & Stay on Track

Once your plan is in place, we'll put it into action and adjust it over time as your life and goals evolve.

Schedule An Intro Call

How We Help You Build A Durable Retirement Plan

Retirement Income Planning

Clarity around turning your savings into a steady, sustainable retirement paycheck.

Investment Organization & Alignment

Simplify scattered accounts and ensure your investments reflect your goals and comfort level.

Tax-Aware Strategies & Planning

Understand key tax decisions that can impact your retirement income.

Ongoing Guidance Through the R.O.C.K. Framework

A repeatable planning cycle-Risk, Optimize, Coordinate, Keep-on-Track-to help your plan stay aligned as life evolves.