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

The Right Estate Plan for Your Life Stage

The Right Estate Plan for Your Life Stage

Regardless of your life stage, there are steps you can and should be taking to establish and review your estate plan. Because each step builds on the last, it’s important to start early, get the appropriate documents in place and review often.

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