Plancorp Inc

Financial Services - Creve Coeur, MO, US

Plancorp Inc Employees
Larry Guess

Director Exit Strategy Advisors

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Brian Cfp

Chief Planning Officer & Director of Wealth Management

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Chad Frazier

CERTIFIED FINANCIAL PLANNER

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Joleen CFP

Senior Planning Associate

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Ben CFP

Senior Financial Planner

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Plancorp Inc Senior Management
Steven Frank

Vice Chairman and Member of Board of Managers

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Jeff Buckner

Founder, Chairman and Co-Chief Investment Officer

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Larry Legrand

Vice Chairman, Chief Financial Officer

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Plancorp Inc Details

If you are looking for an experienced wealth management partner who can help you manage and protect your financial life, we look forward to welcoming you to the Plancorp family.\\Plancorp is a Registered Investment Advisor currently overseeing approximately $3.6 billion (as of 3/31/17) of both individual and institutional assets. \\We are a fee-only, independently owned wealth management firm and certified fiduciary. That means we're paid only by our clients and are obligated by law to act in their best interests. We believe this business philosophy has been a key to our 30 years of success.\\Our investment philosophy is anchored in evidence-based research – studies conducted by universities and Nobel Prize-winning economists. We don't engage in "playing the markets" or short-term stock picking. \\What has set us apart since we were founded in 1983, is our commitment to absolute transparency. With Plancorp, there are never hidden agendas or hidden fees. We have one agenda only – to help you reach your goals.

Plancorp Inc logo, Plancorp Inc contact details
Website: plancorp.com
Employees: 100 - 249
HQ: 636-532-7824
Location: Creve Coeur, MO, US
Revenue: 50 - 100 Million
Wealth Management Investment Management Financial Planning Asset Management Retirement Plan Advising Business Advisory Services Family Office Services Fiduciary Investing Estate Planning Endowments & Foundations Tax Planning Philanthropic Planning Endowments & Foundations Fiduciary Fee-Only Advisors Financial Services Financial Advisory Services
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