We joined forces with BrightPlan, a digital Registered Investment Advisor, in 2017 to build a sophisticated, proprietary digital solution. Combining our financial planning know-how with their digital expertise allowed us a unique opportunity to reach even more people.
Now, our clients can choose how they want to approach financial planning: 1) through a self-led, digital approach or 2) via an advisor-led, digitally enhanced relationship.
We wove our investment strategy throughout the BrightPlan platform, so you can have access to the best in both human and digital advice all in one place.
Whether you choose to work with BrightPlan or Plancorp, you’ll get the support you need to plan for the life you want.
We’ll help you create and define