Who is your

financial life advocate?

It's good to have someone looking out for you and your dreams. A life advocate. And that’s what we aim to be. We're Plancorp.

We're fiduciaries - loyal advisors who assure that your best interests are at the core of every investment recommendation.

We're independently owned, looking out for you, not for sales commissions or other agendas.

Our investment strategies are anchored in academic-based research, not short-term stock picking or speculation.

Our multi-generational approach is geared toward educating you, as well as your children, about managing wealth over a lifetime.

Financial Life Advocate Video
Financial Life Advocate Video

You Have Our Whole Team Behind You.

At Plancorp, you’re a client of the firm and benefit from the
expertise of our entire team.

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Plancorp Insights

Will Comprehensive Tax Reform Finally become a Reality?

Will Comprehensive Tax Reform Finally become a Reality?

With a surprise win by Donald Trump in the presidential election and control maintained by Republicans in both houses of Congress, we may be on the verge of our nation’s first comprehensive tax reform since 1986. As a taxpayer, here’s what you need to know.

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