As one of the country’s first fee-only financial planning firms, Plancorp has been an innovator from the start. Here’s what our planning-first approach, team-based service model and commitment to advocacy mean for you.
At a recent TD Ameritrade conference, I discussed Plancorp's proactive approach to adopting new technology, as well as our.
Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business. That was in 1983, but the sentiment still drives every decision we make. After 35 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever.
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.