Introducing a new kind of financial advisor

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.

Our BrightPlan partnership

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.

We believe everyone should have access to sophisticated financial advice

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

Partners
Your life goals
What is important to you?
Savings
A savings and Investment Strategy
How much do you need to achieve your goals?
Automation
Automation of Your Finances
How can “paying yourself first” help you stay on track?
Plancorp
Asset allocation
What investments make sense based on your goals?