Is a 401(k) rollover always your best option? While it’s a popular move, that doesn’t mean it automatically makes sense for everyone.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
experience of our entire team.
Figuring out where you want to go starts with dreaming in great detail about your future. By taking the time to “get to know” your future self, you’re empowered to make better financial decisions today.read more
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
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