Plancorp, LLC

Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business.

That was in 1983, but the sentiment still drives every decision we make. After 35 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever.

Unlike a broker-dealer that must constantly sell products to earn commissions, Plancorp is an investment advisor—we don’t sell products at all. Our only allegiance is to our clients.

We sit down with every client to discuss his or her vision for the future. Then, we use our financial planning process to turn that vision into actionable goals. Along the way, we provide education on various techniques and tools, including the investment portfolio. We base our recommendations on academic, Nobel-prize winning research, trusting in the power of the market to help us capture optimal returns.


Advisors at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices


This Office

535 Mission St Fl 14 San Francisco, CA 94105-3253 Phone: (888) 220-1163

Primary Office

540 Maryville Centre Dr Ste 105 Saint Louis, MO 63141-5829 Phone: (636) 532-7824 Fax: (636) 532-0274

Other Offices

75 E Santa Clara St Ste 600 San Jose, CA 95113-1826 Phone: (888) 220-1163
535 Mission St Fl 14 San Francisco, CA 94105-3253 Phone: (888) 220-1163
3102 W End Ave Ste 400 Nashville, TN 37203-1623 Phone: (636) 532-7824