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/. 


Consulting

Insurance

Investment Management

Plancorp, LLC

Plancorp, LLC's headquarters in St. Louis, MO, United States

This department provides high-level administrative assistance to key executives to ensure efficient operations and coordination.

Executive Support

The Financial Advisory Team at Plancorp, LLC specializes in providing comprehensive financial planning and wealth management services tailored to the unique needs of individuals, families, and businesses. This team of experienced professionals—ranging from wealth managers and financial planners to portfolio analysts—works collaboratively to create customized Living Financial Roadmaps, addressing key areas such as investment strategies, tax planning, retirement preparation, estate planning, and charitable giving. Committed to transparency and fiduciary responsibility, they empower clients to achieve their financial goals with confidence and clarity.

Financial Advisory Team

This department focuses on advising clients on their investment strategies and financial planning for wealth growth and preservation.

Wealth Management

The Leadership Team at Plancorp, LLC is responsible for charting the strategic direction and operational effectiveness of the firm. Composed of key executives including the CEO, CCO, and CTO, the team ensures compliance, fosters talent development, and drives innovation in financial services. Their collective focus on transparency and client-centric solutions guides Plancorp in delivering exceptional advisory services, while maintaining the highest fiduciary standards for the benefit of clients.

Leadership Team

This department focuses on providing guidance and strategies to enhance individual financial health and well-being.

Financial Wellness

This department oversees financial planning, portfolio management, and related strategic financial initiatives.

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Other teams

Financial Advisory Team

Wealth Management

Leadership Team

Financial Wellness

Financial Management