The Plancorp Difference

As one of the country’s first fee-only financial planning firms, Plancorp has been an innovator from the start. Here’s what our planning-first approach, team-based service model and commitment to advocacy mean for you.


Test Your Financial Plan

Take our 2-minute financial analysis to receive tailored recommendations for improving your financial plan and achieving your biggest life goals. Get tips on tax planning, investment planning, retirement savings, emergency savings, and more.