JB

Jeff Buckner

Founder at Plancorp, LLC

Jeff Buckner has extensive work experience in the wealth management industry. Jeff founded Plancorp, LLC in 1983 and currently holds the role of Founder. At Plancorp, they also served as Chairman and Co-Chief Investment Officer. Plancorp specializes in financial and estate planning services as well as asset management. In 2017, Buckner joined BrightPlan as Co-Chief Investment Officer. BrightPlan aims to make financial planning accessible to everyone through the use of technology and experienced advisors.

Jeff Buckner received a Bachelor of Science (BS) and an MBA in Business and Finance from the University of Missouri-Saint Louis. Jeff has also obtained a certification in CFP from the College for Financial Planning.

Location

St. Louis, United States

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Plancorp, LLC

Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. We’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future. Over our 39 years in business, we’ve committed ourselves to absolute transparency. When you work with us, there are never hidden agendas or fees. As a certified fiduciary, we’re paid only by our clients and are obligated by law to act in your best interests. And that’s exactly what we do. From taxes to retirement, investments, estate planning, charitable giving, and more, our experienced advisors do the complex work of financial planning and wealth management, so you can focus on living your life or running your company. We don’t play the markets or short-term stock pick. Instead, we use evidence-based research to help create your Living Financial Roadmap so you can manage and protect your financial life. Whatever your situation, we'd love to work with you. Visit our website at: https://www.plancorp.com/.


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Employees

51-200

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