I was recently named to one of the 2019 Forbes Best-In-State Advisors. You can view the list in its entirety here.
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Plancorp Named to Financial Planning's Top 150 Fee-Only RIAs List for 2023
Plancorp is thrilled to be included in Financial Planning’s annual RIA Leaders issue as #47 on their Top 150 Fee-Only RIAs (Registered Investment Advisor) List. Our continued placement on this list.
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New Accolades for Plancorp in 2022
We are very proud to announce two major awards for the Plancorp team.
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Daniel Lee Speaks to NerdWallet on Why Savings Rates Rates Are so Low?
Daniel Lee, Senior Wealth Manager out of our Silicon Valley office recently contributed to an article on NerdWallet on why savings rates are so low and what to do about it. A excerpt can be found.
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There is a certain level of understanding and expertise that comes with growing with a company, and it is readily apparent in the way Chris leads our team. Always approachable but never caught off guard, Chris guides the firm with one eye on maintaining Plancorp’s unique culture and the other on growing our business. More »
