Author: Plancorp team

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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Plancorp Named to Forbes/RIA Channel’s “2016 Top 100 RIA Firms, 2006 – 2016”

Plancorp was recently named as one of the Forbes/RIA Channel’s 2016 Top 100 RIA Firms, ranked by Growth in Assets – 2006 to 2016. Forbes contributor and founder of RIA Database, Julie Cooling, who announced the rankings, said a majority of the firms accrued more than $1 billion in assets. Read more…

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