Why We’re CEFEX-Certified Fiduciaries

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 Plancorp team By: Plancorp team

 

The term “fiduciary” gets thrown around a lot, especially in light of the DOL’s recent ruling. Here’s what it means, why it matters and how Plancorp has embraced this responsibility since our founding.

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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. More »

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