Plancorp, LLC
Joseph Patane is an experienced professional who holds various managing member titles in multiple companies. Joseph also serves as an advisor in Plancorp, LLC. With a background in law and accounting, Joseph provides general business, merger and acquisition, and ESOP consulting services through their company, The Patane Company, LLC. Joseph also has experience serving on advisory boards and as chairman of the board in various companies.
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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/.