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

Chris Kerckhoff

Cfp® Jacob Malina Cpwa®, Aif®

Cfp® Austin Lewis

Cfp® Sara Gelsheimer

Kyle Attarian Mba, Cfa, Cfp®, Aif®

Kevin Daniel

Cfp® Emily Jackson

Cfp® Brian Wiedermann Aif®

Tiffany Whitney

Stephen Pursley

Eli Katz

Leo Haas

Joseph Patane

Jeff Buckner

Amy Jones

Ryan Knebel

Meredith Tilman

Wesley Garton

Michael Esson

Derek Hartley

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

Leadership Team

Human Resources and Talent Acquisition

Financial Advisory Team

About

Team members

Other teams at Plancorp, LLC

Leadership Team

Human Resources and Talent Acquisition