Are You Making the Right Decisions With Your Money?

This financial analysis will help you identify areas to focus on and you will receive personalized suggestions based on your responses that cover areas including tax planning, financial planning, investment planning, retirement savings, and emergency savings.

Discover where you can improve with your finances.

Services We Offer

Personal Solutions
Wealth Management
A holistic and proactive approach to managing an entire financial plan to achieve life’s goals.
Family Office
Plancorp supports your legacy through education and generational wealth transfer planning.
Business Solutions
Corporate Retirement Plans
Easily select and manage a company 401(k) or Cash Balance plan with minimal fees and Plancorp’s guidance.
Business Succession Planning
Set your business up for success or secure your personal financial plan? You can do both with an exit strategy advisor.
Institutional Asset Management
Focus on the mission of your institution knowing Plancorp has your back managing the complex financial needs of endowments & nonprofits.

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.