Why We’re CEFEX-Certified Fiduciaries

The term “fiduciary” gets thrown around a lot, especially in light of the DOL’s recent ruling. Here’s what it means, why it matters and how Plancorp has embraced this responsibility since our founding.
 

 

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

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