As the DOL ruling approaches implementation, the term “fiduciary” has become increasingly ubiquitous in normal conversation. But what exactly is a fiduciary, and how does it reflect the changing culture of financial planning and advisement?read more
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.
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.
Investing is a zero sum game in which individual investors frequently end up on the losing side, but that doesn’t have to be the case.read more
Financial Advisor Magazine invited Sara Gelsheimer, Wealth Manager and Founder of Plancorp’s Women’s Initiative, to share her insights at the 3rd Annual “Invest in Women” Conference.read more
PR Newswire: “Plancorp Partners with Prumentum Group to Launch Hybrid-Robo Financial Planning Platform”
Plancorp is thrilled to announce our strategic partnership with Prumentum Group, with whom we plan to launch a direct-to-consumer hybrid-robo financial planning platform.read more