Wealth Management
Wealth Management

Go beyond basic advice with a holistic and proactive approach to managing your entire financial plan to achieve life's goals.
Integrated Services
Achieve your goals and preserve your wealth.

Create a tailored plan with a wealth manager today.

Work With Plancorp
Business Solutions
Business Solutions
Business Solutions
- Corporate Retirement Plans
  A dedicated team to manage you company's 401(k) or Cash Balance plan. Full service with minimal fees.
- Business Succession Planning
  Create a succession plan that achieves your personal financial goals as well as sets your business up for long-term success.
- Institutional Asset Management
  Financial planning and investment management for nonprofits, endowments, and organizations.
The fiduciary excellence and trusted experience of Plancorp Wealth Management for individuals is also available to businesses and institutions.
Equity Compensation
Equity Compensation

Supercharge your most powerful employee benefit.
Make the Most of Your Equity

Thoughtfully managing key decisions can make a big difference in how much you ultimately gain.

Explore Our Services
Investing
Investing

Discover investment strategy insights from Plancorp's fiduciary experts.
Investing Strategy Build For Your Goals & Risk Tolerance

We harness the power of the market to help you reach your goals.

Explore Our Services
About
About
About Us
- About Us
  Learn more about Plancorp's history and how we can serve you.
- The Plancorp Team
  Find your next financial advocate.
- Our Process
  Move beyond basic financial advice with a plan crafted to align your wealth with your goals.
- Locations
  Local presence with nationwide reach
  Locations
  
  We serve clients nationwide in 44 states both in-person and virtually. Here are the local communities our advisors call home.
  
  Locations
  
  St. Louis
  
  Fresno
  
  Nashville
  
  Sarasota
  
  Bay Area
- Fee & Value Calculator
  Use our calculator to see the potential value of professional planning and get an idea of your annual advisory cost.
- Careers
  Find a career with Plancorp.
- InspireHer
  Helping empower women through education and impactful support.
- Community Involvement
  Giving back to the communities we serve and live in.
Don't just take our word for it.

Learn about the experience we strive to deliver every day with these reviews from real Plancorp clients.

Read Reviews
Resources
Resources
Resources
- Resource Center
  Find guidance on wealth management, estate planning, succession planning, and more with our free resources.
- Blog
  Topical articles on today's financial trends and Plancorp's take on them.
- Frequently Asked Questions
  Find answers to common questions about how we operate.
Is your financial plan missing something?

Find out with our 2-minute plan analysis and get immediate insights crafted for your specific needs.

Start My Analysis
Client Login
Client Login

News Room: Peter Lazaroff Joins Stacking Benjamins to Talk Building the “Perfect” Portfolio

By: Christine Linder Nov 9, 2026, 2:26:32 PM

Plancorp Chief Investment Officer Peter Lazaroff recently joined the personal finance podcast Stacking Benjamins to discuss what it really takes to build a portfolio that fits your goals.

In the episode, “How to Build Your Perfect Portfolio With Peter Lazaroff,” Peter talks with hosts Joe Saul-Sehy and OG about why the right investment mix starts with an investor’s goals rather than a list of funds. He also shares a four-question framework for evaluating whether an investment deserves a place in a portfolio and discusses diversification, navigating market uncertainty and the value of having an investment policy statement.

The conversation draws on ideas from Peter’s book, The Perfect Portfolio: A Proven Guide to Smart Investing for Long-Term Success, and his approach to making complex investment decisions simpler and more practical.

Listen to the full episode on Stacking Benjamins.

Christine Linder joined Plancorp in September 2026 as Communications Manager, bringing more than 18 years of experience in marketing, communications and public relations. In her role, she leads the firm’s communications and public relations efforts, helping elevate Plancorp’s expertise through media relations, thought leadership, awards and opportunities that build visibility for the firm and its leaders. More »

Disclosure

For informational purposes only; should not be used as investment tax, legal or accounting advice. Plancorp LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. Plancorp's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage our services, and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Plancorp is a registered trademark of Plancorp LLC, registered in the U.S. Patent and Trademark Office.

Locations

News Room: Peter Lazaroff Joins Stacking Benjamins to Talk Building the “Perfect” Portfolio

Disclosure

Join the List

No spam. Unsubscribe anytime.

Schedule a Call With a Wealth Manager to Get Started

Locations

News Room: Peter Lazaroff Joins Stacking Benjamins to Talk Building the “Perfect” Portfolio

Disclosure

Join the List

No spam. Unsubscribe anytime.

Like What You’re Reading? Get Insights to Your Inbox. Unsubscribe Anytime.

Schedule a Call With a Wealth Manager to Get Started