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.

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Plancorp Insights

Why Everyone 18 and Older Needs an Estate Plan

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.

Say “I Do” to Your Spending Plan

By starting the conversation about finances with your spouse early, you’ll hopefully avoid stressful situations down the road.

In the News

The Equifax Security Breach: What You Should Know

Here’s what you need to know about the Equifax security breach, as well as steps you can take to protect yourself.

Financial Planning: Susan Conrad Weighs in on Latest DoL Proposal

In this Financial Planning article, Susan Conrad shares her thoughts on the DoL’s most recent proposed changes to its fiduciary rule.

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At the heart of Plancorp’s philosophy is a commitment to serve as advocates for our clients. We provide financial planning and asset management services to individuals, families and institutions. We also offer corporate retirement plan design and investment management services and serve as advisors for business owners looking to transition their businesses.