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Author: Plancorp team

Five Star Professional: 2018 Winners

The Five Star Wealth Manager and Five Star Investment Professional awards recognize professionals in the financial services industry who are committed to excellence. The organization conducts market research to define and promote professional excellence in the professions we serve. Five Star Read more…

St. Louis Business Journal: Larry LeGrand Named SSM Health Board Chair

With more than 35 years of experience in personal finance and corporate income tax planning, Larry LeGrand is Plancorp’s go-to expert on everything tax-related. He was recently named the new chair of SSM Health, succeeding David Cosby who completed his term as chair at the end of 2017. Below is an Read more…

Advisory HQ: Plancorp Named Among “Top 9 Best Financial Advisors in St. Louis”

Plancorp has been named to the list of “Top 9 Best Financial Advisors in St. Louis” for the third year in a row. The publication highlights our Women’s Initiative, “InspireHer,” which promotes financial literacy for our clients and women of the community. To learn more about the InpsireHer Read more…

Why We’re CEFEX-Certified Fiduciaries

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The Plancorp Difference

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Benefits of Having a CEFEX-Certified Advisor

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What Does It Mean to Be CEFEX Certified?

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PR Newswire: "Plancorp Partners with Prumentum Group to Launch Hybrid-Robo Financial Planning Platform"

Plancorp is thrilled to announce our strategic partnership with Prumentum Group, with whom we plan to launch a direct-to-consumer hybrid-robo financial planning platform. Read more…

Plancorp Named Among "Top 9 Best Financial Advisors in St. Louis"

Plancorp has once again been named to AdvisoryHQ’s list of the “Top 9 Best Financial Advisors in St. Louis.” Read more…

How to Evaluate Your Financial Advisor

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