Business Owner?
Meet Business Solutions

The fiduciary excellence and trusted experience of Plancorp wealth management for individuals is also available to businesses and institutions.

For the parts of your organization that touch investing, wealth transfer, or financial planning, Plancorp Business Solutions can help.

Whether you sit on the board of an institution looking to seamlessly manage an endowment or are a business owner looking for a dedicated professional to manage a retirement plan or succession strategy, we’ve got you covered. 

Get in Touch

Services We Offer

Corporate Retirement Plans
Easily select and manage a company 401(k) or Cash Balance plan with minimal fees and Plancorp’s guidance.
Institutional Asset Management
Focus on the mission of your institution knowing Plancorp has your back managing the complex financial needs of endowments & nonprofits.
Business Succession Planning
Set your business up for success or secure your personal financial plan? You can do both with an exit strategy advisor.
Employee Financial Wellness
Empowering your workforce with easy-to-access financial planning tools to increase engagement and retention.

Let’s Talk Shop

Fill us in on your business or institution and we’ll be in touch to discuss what our team can bring to the table to take you to the next level.

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Meet the Team 

Susan Conrad, AIF®

Chief Growth Officer

Matt Baisden, CFA, QKA, AIF®

Director of Retirement Plan Advising

Larry Guess, CEPA®

Director of Business Succession Planning

Charley Meyer, AIF®

Director of Institutional Asset Management