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

How to Deal With Lifestyle Creep

Lifestyle creep happens when your spending rises with your income and you adjust to a more expensive way of living. Once you get used to one or any of these upgrades, eliminating them becomes very hard to do. Here is how you can create a system for financial success.

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