Plancorp is a financial planning firm based in Saint Louis, MO, offering comprehensive wealth management solutions for individuals, families, businesses, and institutions. With over 40 years of experience and more than $5.95 billion in assets under management, Plancorp takes a holistic and proactive approach to help clients achieve their financial goals, whether it's managing investments, planning for retirement, or creating a succession plan for businesses.
They provide personalized services, including wealth management, family office solutions for ultra-high-net-worth families, corporate retirement plan management, and institutional asset management for nonprofits and organizations. Plancorp is CEFEX-certified and is committed to empowering women through their InspireHer initiative. They also offer resources such as financial analysis tools, a resource center, and a blog to provide guidance on various financial topics.
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