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

Q4 Newsletter: DOW 20K, Market Update and More

Each quarter, Plancorp develops a newsletter to keep our clients apprised of everything from market activity to Plancorp happenings. Click to view the Q4 edition, and feel free to share with family, friends or colleagues. Subscribe Get insights from Plancorp in your...

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In the News

Q4 Newsletter: DOW 20K, Market Update and More

Each quarter, Plancorp develops a newsletter to keep our clients apprised of everything from market activity to Plancorp happenings. Click to view the Q4 edition, and feel free to share with family, friends or colleagues. Subscribe Get insights from Plancorp in your...

read more
Plancorp Awards & Recognitions

Plancorp Awards & Recognitions

Plancorp consistently receives local and national awards and recognitions, which we view as a reflection of our work and commitment to provide the highest level of client service. These underscore our position as a nationally-acclaimed firm, as defined by the...

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Videos