Wealth Management | Plancorp | Financial Planning

In every area of life, our values shape our goals—and those goals give us direction. Whether it’s planning a vacation or training for a marathon, we’re not just chasing outcomes; we’re pursuing what matters most, like quality time with family or personal well-being. Read more…

Financial success isn’t magic, it’s (at least in part) engineering. Read more…

As your income grows, it’s natural to want to enjoy the fruits of your labor. A nicer car, upgraded vacations, a bigger home—these can all feel like deserved rewards after years of hard work. But without a clear financial plan, these spending shifts can quietly erode your long-term wealth. Read more…

As a high-net-worth individual—whether you’re an executive, business owner, or entrepreneur—your time is one of your most valuable assets. You’ve worked hard to build success, and as your wealth has grown, so has the complexity of your financial life. Read more…

When it comes to managing your money, one of the most important decisions you’ll make is whether to hire a financial advisor or handle things yourself. Read more…

Choosing the right financial advisor or wealth manager is a high-stakes decision—especially for individuals and families with significant assets. Read more…

After the Financial Crisis of 2008, the Federal Reserve slashed the federal funds rate to historic and near-historic lows that lasted for more than a decade. Read more…

To Be, Or Not Airbnb. Should I invest in an Airbnb property? A recent trend over the past few years is to buy residential properties and rent them out as a vacation or short-term rental through websites such as Airbnb or VRBO. Investment properties aren’t new, but this technology promises to put Read more…

Having a child is a unique combination of exhausting, exhilarating, rewarding and terrifying. It may be the last thing on your mind during the early days of parenthood, but chances are there will come a day when your child no longer lives under your roof. And it’s never too early to start planning Read more…

When considering outsourcing your investment management—whether for your personal finances your business or a nonprofit board you serve on, having a mutually agreed upon statement for how your investments will be managed is key to building a healthy, goal-focused relationship with your chosen Read more…