We set out on a mission to do two critical things while celebrating 40th years in business: share the philosophy and stories that have contributed to our success over decades and chart a course for.
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Many successful investors know what a fiduciary is and want to work with an advisor who is legally required to put clients’ interests first. But even people who understand the value of a fiduciary.
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Ever wonder what goes into becoming "CEFEX-certified"? It's more of a rigorous process than you might think. CEFEX-certified firms adhere to a standard representing the best fiduciary practices in.
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Jeff is Plancorp’s Founder and Chairman, as well as a Co-Chief Investment Officer of both Plancorp and BrightPlan. Jeff founded Plancorp in 1983 with a firm belief in independence, objectivity and—above all—an allegiance first and foremost to clients. Jeff graduated from the University of Missouri-St. Louis with his BS in Business Administration. He later returned to the school to earn his MBA in Finance. Prior to founding Plancorp, Jeff had extensive experience in the financial planning and investment management industries, serving on the CFP Board of Professional Review, Charles Schwab and Co. Institutional Advisor Board and University of Missouri-St. Louis Chancellor’s Council. He is currently a board member of the A.R.C. Angels Foundation, which provides educational programs to help empower teens to prevent suicide. More »
