Plancorp Wealth Management

Plancorp Wealth Management You bring us your most pressing financial challenges, and we’ll provide you with investment solutions. Visit our website at: https://www.plancorp.com/.

Plancorp is a financial services firm and Registered Investment Advisor that works with individuals, families, and businesses with financial complexity to help them meet their goals more effectively, and feel confident in their financial future. From taxes to retirement, investments, estate planning, charitable giving, and more, our experienced advisors will work closely with you to build a Living Financial Roadmap that aligns with your objectives. This way, we can effectively manage and protect your financial life and address complexities as they arise. On top of all this, we’re committed to absolute transparency. As a certified fiduciary, we’re paid only by our clients and are obligated by law to act in your best interests. We only have one agenda – to give you financial peace of mind. Whatever your situation, our team would welcome the opportunity to help you feel confident in your financial future! Important Disclosures: Content posted by this page is for informational purposes only and is not investment, tax, or legal advice. Plancorp, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Investing involves risk, and past performance does not guarantee future results.

📚 Looking for your next finance read?"Investing success comes from process, not prediction."In The Perfect Portfolio, Pe...
10/09/2026

📚 Looking for your next finance read?

"Investing success comes from process, not prediction."

In The Perfect Portfolio, Peter Lazaroff explores investing principles, portfolio construction, and the importance of a disciplined approach to long-term financial decision-making. The book brings together many of the topics Peter has discussed throughout his career, offering readers an educational resource on investing and financial planning concepts.

Want to learn more? Explore the book and continue the conversation through The Long Term Investor podcast.

📖 Learn more about the book https://hubs.ly/Q04zHTXx0

🎙️ Listen to the podcast https://hubs.ly/Q04zHTzN0

Discover The Perfect Portfolio, the new book from Plancorp CIO Peter Lazaroff, featuring the evidence-based investing principles that have guided our philosophy for decades.

🎨 We had an amazing time at the Saint Louis Art Fair!From meeting new faces to reconnecting with familiar ones, it was a...
10/08/2026

🎨 We had an amazing time at the Saint Louis Art Fair!

From meeting new faces to reconnecting with familiar ones, it was a wonderful evening celebrating art, community, and everything that makes St. Louis special.

Thank you to everyone who stopped by our booth, grabbed a tote bag, and spent a few moments with our team. We love being part of events that bring our community together. 💙

Already looking forward to next year!

Your portfolio is important. But it's only one piece of the financial picture.As life becomes more complex, so do the de...
10/07/2026

Your portfolio is important. But it's only one piece of the financial picture.

As life becomes more complex, so do the decisions surrounding taxes, retirement, equity compensation, estate planning, and long-term goals. Understanding who is helping coordinate those decisions can be just as important as managing investments.

In this article, Austin Lewis discusses the differences between working with a broker and a wealth manager and shares considerations for investors whose financial lives have grown beyond investment management alone.

📘 Curious about the differences? Read the full article:

Is your financial situation more complex than when you started investing? Discover if it's time to transition from a broker to comprehensive wealth management.

10/06/2026

🎙️ Curious what our podcast series is all about?

Join Kevin Daniel and Devin Ploesser as they explore investing topics, market perspectives, and financial planning concepts that investors often want to better understand.

This teaser offers a preview of the educational conversations featured throughout the series and highlights some of the topics discussed across multiple episodes.

▶️ Watch the teaser and explore the full series on our YouTube channel: Watch the Series

https://hubs.ly/Q04zf5tw0

💭 How do financial planners get paid?Understanding how a financial planner is compensated can be an important part of ev...
10/05/2026

💭 How do financial planners get paid?

Understanding how a financial planner is compensated can be an important part of evaluating any financial planning relationship.

In our latest article, we break down common compensation models used in the industry and explain why it matters when comparing your options. Whether you're currently working with a planner or just starting your search, knowing the right questions to ask can help you make more informed decisions.

📖 Read the article: How Do Financial Planners Get Paid? https://hubs.ly/Q04z5dkJ0

Discover how financial advisors get paid through various models, including AUM, flat fees, and commissions, and learn what to consider before hiring one.

🎓 We enjoyed attending the 2026 LCTC Annual Conference!Susan Conrad and Charley Meyer, AIF®, had the opportunity to conn...
10/02/2026

🎓 We enjoyed attending the 2026 LCTC Annual Conference!

Susan Conrad and Charley Meyer, AIF®, had the opportunity to connect with higher education leaders from across Louisiana and participate in conversations surrounding the opportunities and challenges facing community and technical colleges today.

📚 Interested in fiduciary stewardship in higher education? Charley recently shared his thoughts in an article exploring the topic:

👉 https://hubs.ly/Q04z2Ztw0

Thank you to LCTCS for bringing together such an engaged group of education leaders.

CommunityCollege

🎓 We enjoyed attending the 2026 LCTC Annual Conference!Susan Conrad and Charley Meyer, AIF®, had the opportunity to conn...
10/02/2026

🎓 We enjoyed attending the 2026 LCTC Annual Conference!

Susan Conrad and Charley Meyer, AIF®, had the opportunity to connect with higher education leaders from across Louisiana and participate in conversations surrounding the opportunities and challenges facing community and technical colleges today.

📚 Interested in fiduciary stewardship in higher education? Charley recently shared his thoughts in an article exploring the topic:

👉 https://hubs.ly/Q04z2TjJ0

Thank you to LCTCS for bringing together such an engaged group of education leaders.

💡 When it comes to financial planning, taxes often play an important role in the conversation.The Net Investment Income ...
10/01/2026

💡 When it comes to financial planning, taxes often play an important role in the conversation.

The Net Investment Income Tax (NIIT) is one tax that may impact certain investors depending on their income and sources of investment income.

Understanding how it works can be a valuable part of evaluating your overall financial picture.

Our latest article breaks down the basics of the NIIT and highlights important considerations to keep in mind.

📖 Read the article: https://hubs.ly/Q04yn0vm0

📚 Whether you're building wealth, planning for retirement, or simply looking to better understand the tax landscape, this article provides insight into the Net Investment Income Tax and related planning considerations.

Learn about the Net Investment Income Tax, its implications, and strategies to manage your tax liability effectively in this comprehensive guide by Madeline Shores.

💡 Receiving equity compensation can create new opportunities, but it can also add complexity to your financial planning....
09/30/2026

💡 Receiving equity compensation can create new opportunities, but it can also add complexity to your financial planning.

Understanding how your equity compensation works, the potential tax implications, and how it fits within your overall financial picture can be important when making financial decisions.

Our latest article highlights key questions to consider when evaluating equity compensation benefits.

📖 Read more: Questions to Ask About Equity Compensation https://hubs.ly/Q04yGRgP0

Interested in learning more about how equity compensation may fit into your financial plan? Connect with the Plancorp team.

Discover essential questions to ask when hiring a financial advisor for equity compensation wealth management and ensure your strategy aligns with your financial goals.

📍 From St. Louis to the New York Stock Exchange.We're proud of Plancorp Chief Investment Officer Peter Lazaroff, who rec...
09/29/2026

📍 From St. Louis to the New York Stock Exchange.

We're proud of Plancorp Chief Investment Officer Peter Lazaroff, who recently visited the NYSE to discuss investing, financial decision-making, and his new book, The Perfect Portfolio.

Drawing on more than 20 years of experience helping investors navigate complex decisions, Peter continues to share practical insights designed to help people think more intentionally about their financial future.

📚 Check out The Perfect Portfolio and learn more:
https://hubs.ly/Q04ym_0c0

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540 Maryville Centre Drive Ste 105
Town And Country, MO
63141

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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