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.

Search by name

Search by service

Plancorp Insights

What’s the Deal with Bitcoin?

Peter Lazaroff, Plancorp’s Co-Chief Investment Officer, joined FOX 2 News to explain the basics of bitcoin‚ as well as considerations for investors in light of its underlying technology.

read more

In the News

What’s the Deal with Bitcoin?

Peter Lazaroff, Plancorp’s Co-Chief Investment Officer, joined FOX 2 News to explain the basics of bitcoin‚ as well as considerations for investors in light of its underlying technology.

read more

Swaay: Susan Conrad Featured with Sallie Krawcheck

You’ve heard about the gender pay gap, but what about the gender investing gap? In this Swaay article, Susan Conrad weighs in on specific investment considerations for women, as well as changes she’d like to see in the industry.

read more
{"slides_column":"5","slides_scroll":"5","dots":"false","arrows":"true","autoplay":"false","autoplay_interval":"2000","loop":"true","rtl":"false","speed":"1000","center_mode":"false"}