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.
We Focus on Making the Most of Your Wealth
With 40 years of experience, Plancorp has grown over the years by staying dedicated to one thing: our clients.
Long before the fiduciary standard was trendy, we offered independent financial advice that helped our clients achieve their goals today, tomorrow, and in the future — passing on a legacy to the next generation.
With an evidence-based philosophy, we won’t try to sell you any form of crystal ball predictions and our true team approach means the collective knowledge of our entire team is put to work for your financial plan.
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What We Do
We Help Our Clients With Wealth Management
You’ve worked hard for your success, but managing your money doesn’t have to be hard. Plancorp wealth managers take the stress out of managing complex finances by being your proactive partner and experienced resource; creating a holistic plan that empowers you to meet your goals and have peace of mind.
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What We Do
We Help Our Clients With Corporate Retirement Planning
Not all corporate 401(k) plans are created equal and understanding regulations, options, and fee benchmarks can be tough. Plancorp’s dedicated team of corporate retirement plan advisors will help you create and manage a custom plan to invest in the future of your workforce.
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What We Do
We Help Our Clients With Generational Wealth Transfers
When it comes to managing a large net worth and impending generational wealth transfers, things can get complicated. The Family Office solution at Plancorp provides bespoke guidance and governance that helps to prevent generational wealth loss.
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What We Do
We Help Our Clients With Business Succession Planning
Business owners often wait too long to develop a succession plan, costing their team and themselves big in the long run. Working with an Exit Strategy Advisor at Plancorp is unique because it allows you to tap the experience of the entire team to create a plan to confidently start your next chapter knowing both the business and your personal financial plan are set up for success.
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What We Do
We Help Our Clients With Institutional Asset Management
Simply put, we have dedicated resources to help institutions like charities, schools, or foundations appropriately manage their financial assets to achieve their missions. Managing an endowment comes with many stakeholders and the importance of being able to continue the mission is critical. Plancorp is dedicated to maintaining and growing that mission as your partner.
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Services We Offer
Personal Solutions
Wealth Management
A holistic and proactive approach to managing an entire financial plan to achieve life’s goals.
Family Office
Plancorp supports your legacy through education and generational wealth transfer planning.
Business Solutions
Corporate Retirement Plans
Easily select and manage a company 401(k) or Cash Balance plan with minimal fees and Plancorp’s guidance.
Institutional Asset Management
Focus on the mission of your institution knowing Plancorp has your back managing the complex financial needs of endowments & nonprofits.
Business Succession Planning
Set your business up for success or secure your personal financial plan? You can do both with an exit strategy advisor.
