Financial Advisor in Eureka, MO | Rockwood Financial

Retirement Planning for High-Earning Families Within 5-15 Years from Retirement.

Helping families throughout the St. Louis West Corridor coordinate investments, reduce unnecessary taxes, and create a durable retirement income plan-so work becomes a choice, not a necessity.

Most strategies focus on returns. We focus on durability.

Who We Work Best With

We work with individuals and couples who are within sight of retirement and want to be more intentional about how their money is structured, taxed, and ultimately used.

Most of the people we serve are:

Those 5–15 years from retirement and starting to think seriously about what comes next
High-earning professionals or business owners
Managing multiple accounts, decisions, and moving pieces
Looking to reduce taxes, create reliable income, and simplify their financial life

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

Most new client relationships meet one of the following criteria:

Investable assets of at least $250,000 or
Household income of at least $150,000 or
Referral from an existing client

MEET DREW STOTLER, AAMS®

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

I work with high-earning individuals and families who are approaching retirement and want to be more intentional about how their wealth is structured 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.

Today, I help clients shift from accumulation to coordination… reducing taxes, creating reliable income, and building a plan that supports a work-optional lifestyle.

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

Schedule An Intro Call

As Seen and Heard On

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.