Comprehensive Wealth Management in St. Louis

For more than 40 years, our St. Louis team has partnered with local families and organizations to help them simplify financial decisions, preserve wealth, and create lasting legacies. From retirement planning to diversified investment management, we'd love to help you, too.

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Who We Work With

Plancorp’s St. Louis financial advisors help our clients navigate complex financial challenges such as: 

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Managing Generational Wealth

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Overseeing More Than $1 Million+ In Investable Assets

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Growing or Exiting a Business

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Earning More Than $300k Annually

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Managing Investments for a Business or Employees

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Overseeing Multiple Revenue Streams

Wealth Managers in St. Louis, MO

Behind every great financial plan is a team that cares. Plancorp's team represents decades of experience and takes a collaborative approach to help you align your wealth with what matters most.

Kelsey Abbott, CFP®, MBA

Senior Wealth Manager

Meet with Kelsey

Kevin Daniel, CPA, CFP®

Director of Wealth Management

Meet with Kevin

Mike Dempsey, CPA, CFP®

Senior Wealth Manager

Meet with Mike

Meaghan Faerber, CFP®, CPA, PFS

Senior Wealth Manager

Meet with Meaghan

Chad Frazier, CFP®, AIF®

Senior Wealth Manager

Meet with Chad

Derek Jess, CFP®

Director of Advisor Success

Meet with Derek

Austin Lewis, CFP®

Director of Financial Planning

Meet with Austin

Brian Wiedermann, CFP®, AIF®

Senior Wealth Manager

Meet with Brian

Fee-Only Wealth Management in St. Louis, MO

540 Maryville Centre Dr, Suite 105

St. Louis, MO 63141

We know financial decisions are life decisions. At Plancorp, we strive to create deep human connections to help guide complex decisions for your financial future, not basic advice or robo-advisor correspondence.

With headquarters in St. Louis, MO, Plancorp has clients in 46 states and was founded in 1983. For the last 40 years, our team has grown to over 100 employees and our collective experience is award-winning.

Proud to Support St. Louis 

Giving Back in the Community We Call Home

St. Louis has been our home since 1983, and giving back remains an important part of who we are. Throughout the year, our team volunteers time, contributes resources, and participates in service opportunities that support organizations making a difference across the region. Through employee-led initiatives and partnerships with local nonprofits, we're proud to invest in the community where we live and work.

Organizations we've supported include: LifeWise STL, Little Bit Foundation, Ronald McDonald House Charities St. Louis, Nurses for Newborns, National Multiple Sclerosis Society, Lydia's House, and Friends of Kids with Cancer.

Planning with Purpose

Integrated Services

We take a holistic and comprehensive approach to your finances—from financial planning and investment strategy to estate and tax planning—so you can move toward your goals with clarity and confidence.

Don’t just take our word for it. Here’s what our clients say:

 

Our High Fiduciary Standard. Proud to Be CEFEX-Certified.

What it Means

In short, it means that we do what’s best for our clients, even if it isn’t the easy thing for our team, and that standard is documentable. CEFEX firms submit to an extensive audit that includes a thorough review of processes and adherence to a strict protocol of fiduciary standards.

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How We Got It

CEFEX advisors are audited to the industry’s best practice standard by expert analysts. Most individual investors don’t have time to deeply research financial advisors. We’re the cream of the crop and you can trust us to work hard for you.

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View Our Latest Report

See the results of our most recent independent CEFEX assessment. This report provides third-party verification that our fiduciary practices, processes, and oversight continue to meet the industry's highest standards.

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Plancorp was one of the first advisory firms in the country to be CEFEX-certified and have been for over 15 years now. We are dedicated to earning client trust and acting in your best interest, and we have the certification to prove it.

 

Frequently Asked Questions

Where is the Plancorp office located in St. Louis?

 The Plancorp headquarters in St. Louis are located at 540 Maryville Centre Drive, Suite 105, near Chesterfield in St. Louis County. 

Does Plancorp work with clients throughout the St. Louis area?

Yes! While we support clients across 46 states, St. Louis is home to many of our clients.

Do I need to live in St. Louis to work with Plancorp?

No—our advisors are equipped to support clients nationwide. We utilize virtual conferencing technology to connect with clients outside of the St. Louis area.

How do I become a Plancorp client in St. Louis?

The first step to becoming a Plancorp client is booking a Private Strategy Session here. Then, you can come in to meet with an advisor in person to see if we're the right fit.

Can I meet with a financial advisor in person in St. Louis?

Yes! Our St. Louis office is equipped with a Client Center for in-person meetings and events. Our team meets with clients in-person every day.

Is Plancorp involved in the local St. Louis community?
Yes! Giving back to our local community is an important part of who we are. We have several opportunities throughout the year for our team to engage in philanthropy work with organizations making a difference in the St. Louis area. You can read more about our community involvement here.
How do you get paid?

Our only compensation comes from the fees our clients pay us to manage their investments and provide financial advice. In the financial planning world, this is commonly referred to as a “fee-only” approach.

Fees are calculated as a percentage of clients’ AUM (assets under management). Use our calculator to estimate your annual advisory fee.

Because we receive no compensation from the products we recommend, you can feel comfortable knowing we are always looking out for you, not focusing on selling commission-based products or other agendas.

This ensures that our advice is independent, objective and intended to be in your best interest.

How would you invest my assets?

Nearly 40 years of academic research—which includes Nobel Prize-winning work—has shown that traditional active money managers fail to consistently outperform the market.

So, rather than adhering to the Wall Street approach of making investment decisions based on conjecture (and advisors who push commissioned products), we combine practical investment strategies with solid academic research.

Our investment philosophy concentrates on creating globally diversified portfolios, which we constantly monitor to maintain their agreed upon asset allocation and never trade in response to speculation or overreaction.

What can I expect in a client relationship?

Each of our clients has a dedicated team of advisors made up of a Wealth Manager, a Planning Associate and a Client Service Representative. You’ll meet at least annually with the members of your specific team, and we may also pull in other specialists, depending on your personal needs.

No matter with whom you meet, you will hear a consistent message from our team. We all agree on the best ways to deal with our clients’ planning needs. We all agree on the investment style we recommend. And we all provide impartial advice that is free from hidden financial incentives.

What makes you different from other advisors?

We believe in maintaining transparency with our clients and focus on prioritizing their interests ahead of our own. This philosophy has served us well, as we have built long-lasting relationships with clients across the country over more than 40 years of business.

As a client of Plancorp, there are no hidden fees or agendas, just a life advocate who is looking out for what’s best for you and your family.

I have more questions.

For our full list of frequently asked questions, click here. 

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Start Your Path to Financial Clarity

Schedule a 30-minute complimentary Private Strategy Session with our wealth advisors to explore how we can help you achieve your financial goals.

 

Schedule a Call With a Wealth Manager to Get Started

Let Plancorp help so you can focus on making the most of your wealth

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St. Louis, MO | Fresno, CA | Nashville, TN  | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163

CEFEX: Centre For Fiduciary Excellence ZAG: Active Oversight / Proactive Advice

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