$5.6MM AUM | $22MM Rev in
St. Louis, MO
Plancorp is a financial planning focused RIA that acts in the client's best interest. Plancorp has been CEFEX (Certificate of Fiduciary Excellence) certified for over 10 years. Plancorp is based in suburban St. Louis and has satellite offices in Nashville, San Francisco, and Southern & Western Florida. Our business focuses on learning as much about our clients and their goals then creating a plan to achieve those goals. We believe in academic based investing that is diversified with US and World equity and fixed income mutual fund portfolios. The mix of these mutual funds are based on the client's risk tolerances and time horizon.