Investment Insights Blog | Plancorp | Plancorp News

Forbes Names Chris Kerckhoff One of '2021 Best-in-State Wealth Advisor'

Congratulations to Chris Kerckhoff on being named one of the 2021 Forbes Best-In-State Advisors. An excerpt from the Missouri list is below.  Read more…

Growing List of Industry Awards for Plancorp in 2020

Plancorp Continues to Earn Industry Awards The year 2020 will likely go down as one of the most challenging and unusual years in modern history. The COVID-19 pandemic has impacted individuals, businesses and markets in one way or another — making the work we do for our clients more important than Read more…

Financial Advisor: Plancorp Ranked in the Top 100 out of 715 firms in FA’s 2020 Annual RIA Ranking

Plancorp is pleased to announce it has been ranked #81 in FA’s 2020 Annual RIA Ranking. This year’s list ranked 715 firms across the country. Read more…

RIA Channel: Plancorp Named in Top 100 Wealth Managers 2020

Plancorp is pleased to announce it has been named to the 2020 RIA Channel Top 100 Wealth Managers List. This year’s Top 100 ranking showcases wealth management firms based on size, growth and quality. Read more…

Financial Times: Plancorp Named Top Financial Advisers 2020

Plancorp is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.  Read more…

Former President of Cass Commercial Bank Joins Plancorp

We are excited to welcome Robert Mathias to the Plancorp team. He is serving as Business Development Manager.  Read more…

The Benefits of Being in The Global Association of Independent Advisors™ (GAIA)

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 as fiduciaries for their client. We share best practices in order to learn from each other, so we can Read more…

What is the Global Association of Independent Advisors™ (GAIA)

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 as fiduciaries for their client. We share best practices in order to learn from each other, so we can Read more…

We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, Read more…

Lessons from "Less Stress, More Time" Workshop

We often think of “fight or flight” mode as it applies to animals. When your dog hears thunder, maybe he growls—or sprints to hide under the bed. But what do you do when faced with a stressful situation? Read more…

1 2