Estate planning is a heavy topic—and not an easy one to talk or think about. Still, it’s important than anyone age 18 or older has an estate plan in place.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.
Here’s what you need to know about the Equifax security breach, as well as steps you can take to protect yourself.read more
In this Financial Planning article, Susan Conrad shares her thoughts on the DoL’s most recent proposed changes to its fiduciary rule.read more