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

LifeWise STL

LifeWise StL helps families improve their economic well-being and transform their lives. From early childhood education to youth development, financial coaching, mental health support, and senior wellness, our programs are designed to meet people where they are—and walk with them every step of the way. 

https://www.lifewisestl.org/  

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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.

https://thelittlebitfoundation.org/

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Ronald McDonald House

Ronald McDonald House Charities St. Louis provides a home-away-from-home for families of seriously ill children in the St. Louis area with our 2 Ronald McDonald Houses and our 4 Ronald McDonald Family rooms located inside 3 pediatric hospitals. 

https://rmhcstl.org/ 

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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.

https://nursesfornewborns.org/missouri/

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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. 

https://www.nationalmssociety.org/Chapters/MOS

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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.

https://www.lydiashouse.org/

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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.

https://www.friendsofkids.com/

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Our Amazing Team

40 +
Years in Business
100 +
Number of Employees
$ 10.2
Billion in Assets Under Management
2300 +
Clients Served

Where to Find Us

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

Plancorp has clients in 46 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 100 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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