Every person and family has a unique set of values. By reflecting on the things that matter to you, you can determine where to spend your money to maximize the happiness it buys.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.
The only difference between sound financial management and good medical practice is the tools that are used.read more
BrightPlan today released its digital planning platform to the public. The platform offers everyone—regardless of net worth or account minimums—access to trusted, affordable financial advice.read more
Here’s what you need to know about the Equifax security breach, as well as steps you can take to protect yourself.read more