Financial Analysis
Is Your Financial Plan Missing Something?
Take two minutes to use our free financial analysis tool to get personalized recommendations on where you should focus your attention to conquer life’s biggest goals.
Achievements and Recognition
Our Approach is Award-Winning
As one of the first fee-only advisors offering independent advice, we are proud of our innovative growth and accomplishments. From local centers of influence to national news outlets, our advice is trusted.
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Real People. Real Results. Local Team.
Put our Experience to Work for Your Goals
Robo-advisors claim their algorithm can solve all your problems, but we know there is no replacement for the experience a local team can bring you. When you work with Plancorp, you’re working with the real-life experience of the entire team, developed from 40 years serving families and businesses here in St. Louis.
Meet the Team
Services We Offer
Personal Solutions
Wealth Management
Our St. Louis-based team provides a holistic and proactive approach to managing your entire financial plan.
Family Office
Plancorp supports your legacy through education and generational wealth transfer planning.
Business Solutions
Corporate Retirement Plans
Our dedicated team in St. Louis can help you select and manage a company 401(k) or Cash Balance plan with minimal fees.
Business Succession Planning
Set your business up for success or secure your personal financial plan? You can do both with an exit strategy advisor.
Institutional Asset Management
Focus on the mission of your institution knowing Plancorp has your back managing the complex financial needs of endowments & nonprofits.
Our High Fiduciary Standard. Proud to Be CEFEX-Certified.
WHAT IT MEANS
In short, it means that we do what’s best for our clients, even if it isn’t the easy thing for our team, and that standard is documentable. CEFEX firms submit to an extensive audit that includes a thorough review of processes and adherence to a strict protocol of fiduciary standards.
WHY IT MATTERS
Plancorp was one of the first advisory firms in the country to be CEFEX-certified and have been for over 15 years now. We are dedicated to earning client trust and acting in your best interest, and we have the certification to prove it.
HOW WE GOT IT
CEFEX advisors are audited to the industry’s best practice standard by expert analysts. Most individual investors don’t have time to deeply research financial advisors. We’re the cream of the crop and you can trust us to work hard for you.
