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
experience of our entire team.

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Plancorp Insights

Why Market Prediction Is Harder than You Think

If you are nervous about the market, you are better off reviewing the underlying assumptions in your financial plan than making changes to your portfolio. That way you spend less time predicting and more focused on things you can control.

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Plancorp Celebrates 10 Years of CEFEX Certification

As one of the first firms in the nation—and the first in our state—to become certified by the Centre for Fiduciary Excellence (CEFEX), we were honored to receive a 10-year recognition of our certification at Fi360’s annual conference in Nashville in May.

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In the News

Plancorp Celebrates 10 Years of CEFEX Certification

As one of the first firms in the nation—and the first in our state—to become certified by the Centre for Fiduciary Excellence (CEFEX), we were honored to receive a 10-year recognition of our certification at Fi360’s annual conference in Nashville in May.

read more