Plancorp started with the simple idea of always doing what's best for our clients. This is the story of how decades of financial planning service have helped power generations of success for our clients.
With a mission to provide truly independent financial advice in a world dominated by brokers, Jeff Buckner began offering a planning service ahead of it's time.
Early Plancorp meetings occurred at a client's home or business, but after a few years the first Plancorp office opened in Clayton, MO.
In the first decade, Plancorp proved the need for independent financial advice. With a growing service, we set a goal to increasingly manage assets for our clients.
Chris joined the Plancorp team fresh from the Kelley Business School. Quickly joining client meetings, Chris began absorbing the Plancorp philosophy as a Financial ...
Steven N. Frank joined the team as an original partner, bringing legal experience to support existing and new clients.
Plancorp crossed into new territory hitting double digits of employees with key hires like Brian Wiedermann and Mike Bruno.
Larry LeGrand officially joined the Plancorp team, bringing years of tax experience to our clients as well as onboarding many new clients.
One of the first RIA's to do so, Plancorp secured CEFEX certification. Confirming our dedication to our fiduciary standard through a robust auditing practice.
Jeff Buckner was profiled just after 30 years in business to discuss the groundbreaking fee-only model at Plancorp.
With a mission to increase women's confidence around financial literacy, InspireHer was founded by Plancorp Shareholder, Sara Gelsheimer.
With a mission to provide truly independent financial advice in a world dominated by brokers, Jeff Buckner began offering a planning service ahead of it's time.
Early Plancorp meetings occurred at a client's home or business, but after a few years the first Plancorp office opened in Clayton, MO.
In the first decade, Plancorp proved the need for independent financial advice. With a growing service, we set a goal to increasingly manage assets for our clients.
Chris joined the Plancorp team fresh from the Kelley Business School. Quickly joining client meetings, Chris began absorbing the Plancorp philosophy as a Financial Planner.
Steven N. Frank joined the team as an original partner, bringing legal experience to support existing and new clients.
Plancorp crossed into new territory hitting double digits of employees with key hires like Brian Wiedermann and Mike Bruno.
Larry LeGrand officially joined the Plancorp team, bringing years of tax experience to our clients as well as onboarding many new clients.
One of the first RIA's to do so, Plancorp secured CEFEX certification. Confirming our dedication to our fiduciary standard through a robust auditing practice.
Jeff Buckner was profiled just after 30 years in business to discuss the groundbreaking fee-only model at Plancorp.
With a mission to increase women's confidence around financial literacy, InspireHer was founded by Plancorp Shareholder, Sara Gelsheimer.
Founded by Jeff Buckner, Plancorp's first ownership group of partners laid the framework for providing comprehensive financial planning to our clients.
Today there are more than 25 members of the Plancorp ownership group, the majority of which are current Plancorp employees.
