I, and subsequently Plancorp, was the founding member of The Global Association of Independent Advisors (GAIA). The association consists of a group of firms from around the world that all serve.Read more...
I, and subsequently Plancorp, was the founding member of The Global Association of Independent Advisors™ (GAIA). The association consists of a group of firms from around the world that all serve.Read more...
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 »
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At the heart of Plancorp’s philosophy is a commitment to serve as advocates for our clients. We provide financial planning and asset management services to individuals, families and institutions. We also offer corporate retirement plan design and investment management services and serve as advisors for business owners looking to transition their businesses.
3102 West End Ave, Suite 400
Nashville, TN 37203
5114 Station Way
Sarasota, FL 34233
Silicon Valley Office
75 E. Santa Clara, Suite 600
Office Number 05-150
San Jose, CA 95113