At Plancorp our primary business focuses on providing financial planning and asset management services to individuals, families and institutions. We also provide retirement plan design and management services for small and mid-size companies, and serve as a family office for selected clients.
Our investment strategy is based on academic research. Our business philosophy is based on putting clients’ needs first and is, we believe, the key to our 30 years of success.
Plancorp was founded in 1983 and is registered as an investment Advisor with the S.E.C. Our firm oversees approximately $2.737 billion (December 31, 2014) of both individual and institutional assets.
If you are looking for an experienced partner who can help you organize and manage your financial life, we look forward to welcoming you to the Plancorp family.