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.
  - Our Process
    Move beyond basic financial advice with a plan crafted to align your wealth with your goals and values.
  - The Plancorp Team
    Find your next financial advocate.
- - Careers
    Find a career with Plancorp.
  - InspireHer
    Helping empower women through education and impactful support.
  - Frequently Asked Questions
    Find answers to common questions about how we operate.
  - Community Involvement
    Giving back to the communities we serve and live in.
Achieve your goals and preserve your wealth.

Create a tailored plan with a wealth manager today.
Resources
Resources
- - Resource Center
    Find guidance on wealth management, estate planning, succession planning, and more with our free resources.
  - Blog
    Topical articles on today's financial trends and Plancorp's take on them.
  - Leading Indicators
    Curated newsletter offering exclusive insights for high-earning professionals.
  - Long-Term Investor
    Our Chief Investment Officer's top rated podcast for investors ready to get serious.
- Self-Service Tools
  Self-Service Tools
  - Financial Analysis
    Discover potential gaps in your financial plan with our curated analysis tool, the first step towards partnering with Plancorp.
  - Money Match Quiz
    Protect your financial future with the right kind of support for your needs. Our quiz recommends the right pro for you.
  - Book Your Private Strategy Session
    Schedule your no-obligation session with our wealth advisors to explore how we can help you achieve your goals.
  - ESPP Calculator
    Confidently navigate the performance and tax implications of your employee stock purchase plan with our free calculator.
Login
Login

InspireHer Business Owner Spotlight - Dr. Becky Lynn, CEO & Founder of Evora Women's Health

Healthcare | InspireHer: Plancorp Women’s Initiative

InspireHer Business Owner Spotlight - Dr. Becky Lynn, CEO & Founder of Evora Women's Health

InspireHer

By: InspireHer June 28, 2021

Join InspireHer founder and Senior Wealth Manager, Sara Gelsheimer, for a chat with physician, founder and hard-working mom, Dr. Becky Lynn, of Evora Women's Health at St. Luke's Hospital in Chesterfield, MO. Dr. Lynn discusses starting her new women's health clinic at the beginning of the pandemic, and how she navigated a sea of uncertainty.

Learn about these key topics from Dr. Lynn:

Getting creative and pivoting your business plan when the unexpected occurs (like a global pandemic)
Consider alternative geographic locations for your business in order to earn a higher salary - a career in the big city doesn't always pay the most
Instilling good money habits in your children at a young age
Taking care of your mental health in addition to your financial health

If you would like to learn more about Dr. Becky Lynn and her staff at Evora Women's Health, please visit their website.

Free Resources:

Are you a Plancorp client?

If you're not sure where to start, reach out to your Wealth Management team to help you set up new financial goals or to check in on your existing goals.

Not a Plancorp client? No problem.

Schedule a 15-minute call with our team and we can discuss how Plancorp could help you.

Looking for more personalized financial guidance?

Complete this simple 9-question assessment to get personalized guidance on what you need to turn your situation into financial success.

OTHER FREE RESOURCES:

Net Worth WORKSHEET	Goal Planning WORKSHEET	Cash Flow WORKSHEET	Estate Planning MEMO

Disclosure:

This material has been prepared for informational purposes only and should not be used as investment, tax, legal or accounting advice. All investing involves risk. Past performance is no guarantee of future results. Diversification does not ensure a profit or guarantee against a loss. You should consult your own tax, legal and accounting advisors.

6 Tax Reduction Strategies to Consider During Market Uncertainty

6 Tax Reduction Strategies to Consider During Market Uncertainty

When market volatility skyrockets, investors often feel at the mercy of wildly fluctuating portfolios.

Read more...

Is a Health Savings Account Worth It for High-Net-Worth Individuals?

Is a Health Savings Account Worth It for High-Net-Worth Individuals?

Health Savings Accounts (HSAs) are often discussed in the basic context of providing tax advantages and savings opportunities for all income levels.

Read more...

New Contribution Limits for Retirement Plans, Health & Dependent Savings Accounts, and Estate & Gift Tax for 2025

New Contribution Limits for Retirement Plans, Health & Dependent Savings Accounts, and Estate & Gift Tax for 2025

With a new year comes many new changes – putting up a new calendar, making New Year’s resolutions, AND new contribution and gifting limits imposed by the IRS.

Read more...

Picture of InspireHer

The women of Plancorp are on a mission: to inspire financial confidence in all women through education and impactful support. By giving women a platform to be curious, inspire and be inspired, we hope to empower them to be more confident in their financial lives. More »

Disclosure

For informational purposes only; should not be used as investment tax, legal or accounting advice. Plancorp LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. Plancorp's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage our services, and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Plancorp is a registered trademark of Plancorp LLC, registered in the U.S. Patent and Trademark Office.