The Plancorp
Crafted Advantage

In the shallows of basic financial advice, you're at the tip of the iceberg of what's possible.

“The myth that all financial plans are the same costs families big every day."

J. Christopher Kerckhoff, President & CEO

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Without realizing it, you’re only at the surface of what’s possible.

At Plancorp, we take things deeper.

We know the biggest questions aren’t about allocation strategies or tax breaks.

They’re about building the confidence you aren’t making mistakes you aren’t even aware of that could cost you or your future generations.

They’re about making sure you’re making the right moves to extract everything possible of your opportunities.

We believe they deserve
Absolute Wealth Alignment.

Our clients live life with purpose. They deserve answers to these questions and more that don’t leave them skeptically content.

We’ve perfected a model over our 40+ years in business to align your goals, values, and preferences with your financial plan to achieve and maintain Absolute Wealth Alignment.

Ready to Learn More? Book A Call

Crafting Your Advantage

It’s easy to get trapped by a plan that seems ‘good enough.’

The secret to our success with clients is a commitment to follow a process refined over decades of working with successful individuals, families, and business owners.

We’ll help you bring your plan into focus so you can imagine what’s possible, illuminate only the data and strategies relevant to your situation, and help you lead your life with confidence knowing you can make decisions and protect what you’ve built.

Curious about our model for wealth management?

Book A Call to Speak With an Advisor

An Essential Wisdom Mindset

When the market fluctuates, how confident are you that your plan is still on track? Many say in moments like that they are easily swayed by impulsive emotions. That's where we come in.

Our team carries what we call an essential wisdom mindset. It’s how we tap into the collective wisdom of our entire firm alongside decades of evidence-based research to keep you above the noise and dialed into a long-term strategy crafted to meet your goals.

Meet The Plancorp Team

Step 01

Book a Private Strategy Session

Curious about working with Plancorp? Schedule your no-obligation 30-minute Private Strategy Session with our wealth advisors to explore how we can help you achieve your goals.

No need to prep anything—we'll use this time to get to know you, answer your questions, and see if we're the right fit.

Schedule My Strategy Session

Step 02

Explore Your Draft Financial Plan

To move forward, we’ll gather key financial information from you through a secure portal to prepare your custom Financial Independence Analysis (FIA).

We’ll meet together to review the results of your FIA, which answers one big question: with what we know today, what are your chances of meeting your financial goals?

The FIA then becomes the backbone of our clients’ financial plans, and is revisited to aid in making big decisions.

Schedule My Strategy Session

Step 03

Become a Plancorp Client

The FIA discussion will conclude with a clear breakdown of what a client relationship with Plancorp would look like for you and your family in a client agreement.

Our team will then do the heavy lifting to get you on board, including key components of your financial plan like an investment allocation, tax projection and estate and insurance plan review.

As our relationship continues, we’ll set a regular communication cadence that meets your needs so you feel supported through life’s milestones, big and small.

Schedule My Strategy Session