Plancorp Wealth Management Employee Directory
Financial ServicesMissouri, United States51-200 Employees
Plancorp Wealth Management is a mid-sized financial services firm registered as an investment adviser. Based in St. Louis, Missouri, it was founded in 1983 and serves individuals, families, and businesses with complex financial needs. It emphasizes transparency and operates under a fiduciary model, with fees paid by clients and a legal obligation to act in their best interests. Its advisory scope includes taxes, retirement planning, investments, estate planning, and charitable giving, with experienced planners handling the breadth of financial planning and wealth management. The firm prioritizes evidence-based planning over short-term market timing, aiming to provide a structured roadmap for clients to manage and protect their finances. In March 2026, Plancorp completed the acquisition of Regency Investment Advisors, expanding its independent advisory footprint.
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