With Plancorp focused on your finances, you can focus on making the most of your wealth.

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Financial Assessment

Is Your Financial Plan Missing Something?

Take two minutes to use our free financial assessment tool to get personalized recommendations on where you should focus your attention to conquer life’s biggest goals.

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Financial Planning For What’s Next In Life

  • Where Will Your Assets Go?
  • Maximize Your Earnings
  • Retire With Confidence
  • Your Family’s Financial Future
  • Preparing for Education Costs
  • Marriage and Money Decisions
  • Get a Succession Plan in Place
  • Financial Planning for Divorce
  • Managing Sudden Wealth
Where Will Your Assets Go?

Our clients always wish they had started this process sooner. An estate plan is the cornerstone of many holistic financial plans. It’s important you have all your documents, passwords, and funeral arrangements established to help your family celebrate your life rather than scramble to figure it all out.

Maximize Your Earnings

From equity compensation to participating in your company’s employee stock purchase plan, we have tools that will make your hard-earned cash work even harder toward achieving your goals.

Retire With Confidence

Everyone’s goal is to earn enough money to one day quit their 'day jobs' to pursue passions and retire in peace. Getting there isn’t as easy as putting away a little bit from each paycheck. We’ll discuss your goals for retirement and put your money to work to help you achieve those dreams.

Your Family’s Financial Future

From managing generational wealth with a Trust to finding creative ways to gift money to kids that avoid tax implications, we’ll help you find a financial planning strategy that works for you and your family.

Preparing for Education Costs

It’s no secret that higher education comes at a high cost. Whether for your kids, grandkids, or yourself, we’ll help you strategically save for college while also ensuring you still meet your personal financial goals.

Marriage and Money Decisions

Our clients (and their kids) need to read up before taking this next step in life. Getting married is one of the biggest decisions you’ll make, and before you move everything under one roof, it’s important to make sure your finances are in order. We help clients and their close family members navigate the financial implications of getting married.

Get a Succession Plan in Place

It’s natural to want your business to succeed after you move on or retire. We’ve got the tools to build a successful exit strategy. Together, we’ll develop a plan that supports the best outcome for you, your stakeholders, and your employees.

Financial Planning for Divorce

Divorce is rated as one of the most stressful times in life, and we aim to make sure financial concerns aren't adding to that stress for clients.  We’ll walk you through ways to prepare everything from the documents needed, establishing credit in your own name, discussing any non-liquid assets, and more.

Managing Sudden Wealth

What happens when we come into sudden wealth? The goal is to maintain and grow it to last, but making the wrong choices can lead to unforeseen tax implications and other headaches. We’ll walk you through the best ways to invest or distribute that wealth depending on your goals.

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Achievements and Recognition

Our Approach is Award-Winning

We are proud of our growth and accomplishments. From local centers of influence to national news outlets, our advice is trusted.

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Our High Fiduciary Standard. Proud to Be CEFEX-Certified.

What it Means

In short, it means that we do what’s best for our clients, even if it isn’t the easy thing for our team, and that standard is documentable. CEFEX firms submit to an extensive audit that includes a thorough review of processes and adherence to a strict protocol of fiduciary standards.

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Why it Matters

Plancorp was one of the first advisory firms in the country to be CEFEX-certified and have been for over 15 years now. We are dedicated to earning client trust and acting in your best interest, and we have the certification to prove it.

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How We Got It

CEFEX advisors are audited to the industry’s best practice standard by expert analysts. Most individual investors don’t have time to deeply research financial advisors. We’re the cream of the crop and you can trust us to work hard for you.

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Real People. Real Results.

Put our Wide Range of Experience to Work for Your Goals

Robo-advisors claim their algorithm can solve all your problems. When you work with Plancorp, you’re working with the real-life experience of the entire team. You can trust the collective knowledge that has exponentially grown our client base for nearly 40 years.

Meet the Team

Personal & Business Services

When you work with Plancorp, you're tapping into the collective knowledge of our entire team. Many clients first come to us for personal wealth management services and find value in our extended offerings for business – or vice versa.

Ready to Learn More?

We’re not your everyday financial firm. Discover why Plancorp is a cut above the rest.