We Love Our Community

Our Community Involvement

The passion of the Plancorp team extends beyond financial planning into making sure we are giving back to the communities we live and work in.

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We Give Back

Be a Force For Good

Over the years we've been honored to support incredible organizations with our time, donations, and experience.

An employee-led philanthropy committee organizes regular opportunities for anyone on the Plancorp team to learn more about organizations making a difference as well as volunteer through events like our afternoon of service.

Since our founding in 1983, we have always prioritized our connection to the St. Louis community. As we continue to expand our reach nationwide, we remain dedicated to finding unique ways to support the communities we serve. Whether it's through hands-on volunteering or the active involvement of our team members in various organizations, we are committed to championing the causes that matter to our employees. For more information on our Institutional Asset Management service, please click here.

Pay it Forward

Who We've Supported

Lydia's House

For the past decade, Plancorp has been honored to work closely with Lydia's House, an incredible organization dedicated to helping domestic violence survivors and their children find safety, healing, and hope for a brighter future. We're proud to support Lydia's House journey through our regular volunteer days and their Adopt-A-Family program, to ensure that these brave individuals and families experience a bright holiday season.


Friends of Kids with Cancer

Friends of Kids with Cancer is devoted to enriching the daily lives of children undergoing treatment for, and survivors of, cancer and blood-related diseases. Since 2012, Plancorp has been a sponsor and participated at their Walk with a Friend event.


National Multiple Sclerosis Society

The National Multiple Sclerosis Society empowers people affected by MS to live their best lives and raises funds for critical MS research. 


Nurses for Newborns

Nurses for Newborns provides a safety net for families most at-risk in order to prevent infant mortality, child abuse and neglect by providing in-home nursing visits which promote healthcare, education, and positive parenting skills. Plancorp employees support the cause with volunteer afternoons and participating in their holiday gift wrap fundraiser at Plaza Frontenac during the holiday season, where all proceeds go directly to Nurses for Newborns.


Operation Food Search

Operation Food Search (OFS) is a hunger relief organization that provides free food, nutrition education and innovative programs proven to reduce food insecurity. With a strategic focus aimed at ending childhood hunger, OFS empowers families and increases access to healthy and affordable food. Plancorp has supported OFS since 2022, with food drives and with employees' active on their Young Friends Board.


Little Bit Foundation

The Little Bit Foundation believes it starts with the dreams and ambitions, the character and education of every child. Their purpose is to help remove the barriers to learning while building up students’ confidence, dignity and all the other qualities that lead to success.


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Our Amazing Team

Years in Business
Number of Employees
$ 5.5
Billion in Assets Under Management
1800 +
Clients Served

Where to Find Us

We Have Clients Nationwide, But St. Louis is Our Home

Plancorp has clients in 43 states, but our headquarters is in St. Louis, Missouri where the firm was founded in 1983. For the last 40 years, our team has grown to over 75 employees and our collective experience is award-winning.

We know financial decisions are life decisions. When you work with Plancorp, you can count on deep human connections to help guide complex decisions, not basic advice or robo-advisor correspondence.

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