Congratulations to Chris Kerckhoff on being named one of the 2021 Forbes Best-In-State Advisors. An excerpt from the Missouri list is below. Read more…
Plancorp’s Response to COVID-19 Challenges
Friends of Plancorp: Thank you for your support over the last two months. We miss seeing you in person, but we are grateful to be able to continue working with you remotely. Your flexibility and understanding have helped us maintain our high standards of service and security. Read more…
Forbes Names Chris Kerckhoff One of '2020 Best-in-State Wealth Advisor'
Congratulations to Chris Kerckhoff on being named one of the 2020 Forbes Best-In-State Advisors. An excerpt from the Missouri list is below. You can view the list in its entirety here. Read more…
Chris Kerckhoff Named a Forbes "Best-in-State Wealth Advisor" 2019
I was recently named to one of the 2019 Forbes Best-In-State Advisors. You can view the list in its entirety here. Read more…
We Opened a New Office in San Jose
On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, Read more…
In the Race to Zero Fees, Transparency Loses
The financial services industry is no stranger to competition, and you’ve likely heard of its latest game: the race to zero fees. On the surface, providing services at no cost sounds like another leap forward in disrupting outdated business models, but it’s not that simple. All too often, no cost Read more…
The Era of RIAs
In a world where the DOL Fiduciary Rule is presumed dead- and we have different regulatory bodies, primarily the SEC, coming in with new rules- transparency has become paramount. Read more…
Chris Kerckhoff Named a Forbes "Best-in-State Wealth Advisor"
Congratulations to President and CEO Chris Kerckhoff on being named to the 2018 Forbes Best-In-State Advisors list, released late last month. An excerpt from the Missouri is below, and you can view the list in its entirety here. Read more…
5 Reasons to Choose Goals-Based Financial Planning
In many areas of our lives, the importance of goal-setting seems obvious. If you go on a diet, you say you want to lose a certain number of pounds. When you go on vacation, you plan where to go. These statements seem elementary. Read more…
