News Room: Plancorp Secures CEFEX Certification for 15th Year

 Kristen Moser By: Kristen Moser

Your Financial Life Advocate. Those four words are so much more than our tagline. Sure, it's a short and sweet one-liner that gives potential clients an understanding of who we are—and our marketing team loves it.  

It’s crucial to not only have a financial advisor, but a trusted one who looks out for you no matter what. That’s what being your advocate means to us—which is why we have operated under a fiduciary standard since day one, meaning we make decisions with your goals and best interest in mind, regardless of how we may benefit. This standard is the backbone of the Plancorp philosophy. 

Beyond that, we also carry the CEFEX certification, which we are proud to announce we have received for the 15th year in a row.

Firms who are certified by CEFEX, the Centre for Fiduciary Excellence, adhere to a defined rigorous standard of industry best practices—including criteria related to due diligence, investment policy statements, service agreements, and data security. We take on the responsibility of oversight by submitting voluntarily to CEFEX certification audits each year. 

We do this for one reason only: to earn our clients’ trust and prove we are worthy of it. Trusting an advisor with the task of managing and growing your wealth is no small commitment, and we take your trust very seriously by pursuing and maintaining this certification. 

As the first firm in Missouri to receive CEFEX certification, and one of the first to obtain it globally, we are honored to have maintained it for 15 years in a row. 

Ready to work with an advisor who meets these rigorous standards and will always operate with your goals in mind? Contact us today!

Kristen joined the Plancorp team in September 2023 as a Digital Marketing Specialist. She brings more than 14 years of diverse digital marketing experience to the team, including agency work, live event marketing, and eCommerce marketing. She is responsible for leading Plancorp’s digital marketing efforts, including our website, blog, email marketing, and more. More »