Benefits of Having a CEFEX-Certified Advisor

Services
Services
- Personal Solutions
  Personal Solutions
  - Wealth Management
    Go beyond basic financial advice with a holistic and proactive approach to managing your entire financial plan to achieve life’s goals.
  - Family Office
    Bespoke services for ultra-high-net-worth families and multi-generational financial planning to support your legacy.
- Business Solutions
  Business Solutions
  - Corporate Retirement Plans
    A dedicated team to manage your 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.
40 years in business with over $6.5 billion assets under management

Proud to be CEFEX-certified
Why it matters
About
About
- - About Us
    Learn more about Plancorp's history and how we can serve you.
  - The Plancorp Team
    Find your next financial advocate.
  - Awards & Recognition
    Learn more about Plancorp's accomplishments and accolades.
- - InspireHer
    Helping empower women through education and impactful support.
  - Careers
    Find a career with Plancorp.
  - Community Involvement
    Learn more about Plancorp's passion for giving back.
  - Contact Us
Achieve your goals and preserve your wealth.

Create a tailored plan with a wealth manager today.
Resources
Resources
- - Start Analysis
    Take our 2-minute analysis for unique-to-you financial recommendations.
  - Resource Center
    Find guidance on wealth management, estate planning, succession planning, and more.
  - Blog
    Topical articles on today's financial trends and Plancorp's take on them.
- Topics
  Topics
- Popular Resources
  Popular Resources
- Featured Resources
  Featured Resources
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Benefits of Having a CEFEX-Certified Advisor

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