Congrats to Mike Dambach on a decade of dedicated service at Plancorp!
Plancorp Wealth Management
Financial Services
St. Louis, MO 4,128 followers
Your Financial Life Advocate.
About us
Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. We’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future. Over our 39 years in business, we’ve committed ourselves to absolute transparency. When you work with us, there are never hidden agendas or fees. As a certified fiduciary, we’re paid only by our clients and are obligated by law to act in your best interests. And that’s exactly what we do. From taxes to retirement, investments, estate planning, charitable giving, and more, our experienced advisors do the complex work of financial planning and wealth management, so you can focus on living your life or running your company. We don’t play the markets or short-term stock pick. Instead, we use evidence-based research to help create your Living Financial Roadmap so you can manage and protect your financial life. Whatever your situation, we'd love to work with you. Visit our website at: https://www.plancorp.com/.
- Website
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http://www.plancorp.com
External link for Plancorp Wealth Management
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- St. Louis, MO
- Type
- Privately Held
- Founded
- 1983
- Specialties
- 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, Fiduciary, Fee-Only Advisors, and Wealth Management
Locations
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Primary
540 Maryville Centre Dr., Suite 105
St. Louis, MO 63141, US
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5114 Station Way
Sarasota, Florida 34233, US
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3102 West End Ave.
Suite 400
Nashville, Tennessee 37203, US
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75 E Santa Clara St
Suite 600
San Jose, California 95113, US
Employees at Plancorp Wealth Management
Updates
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Many individuals think that selecting the "right stocks" is the secret to successful investing. It's thrilling to believe that you can outsmart the market by undervalued opportunities - but what if there's a more straightforward and dependable approach? Peter Lazaroff, CFA, CFP® recently spoke with Wes Gray, a leading expert in quantitative investing, to explore a variety of topics, including the hurdles of active investing, the intricacies of factor investing, and the reasons behind the struggles of value investing over the last decade. Wes also shares his honest perspectives on emerging markets and private equity, offering insights that every long-term investor should take into account. Click the link to tune into this must listen episode! #TheLongTermInvetor #Investing
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Exciting opportunity alert! Plancorp is seeking a Senior Financial Advisor (Business Development) to join our expanding team. We're looking for a candidate with extensive experience in financial planning and a strong foundation in business development principles, along with a proven track record of converting leads into clients through both organic and strategic initiatives. Key qualifications include: ◾Over 10 years of experience in business development or sales ◾8 plus years of relevant experience in financial planning ◾At least 2 years of experience of using a CRM, preferably Salesforce Are you ready to take on a new challenge? Apply now! https://hubs.ly/Q02NJj6z0
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At Plancorp, we understand that emotions and biases greatly influence your financial planning. The Endowment Effect, which causes you to overvalue what you already own, and Confirmation Bias, where you seek out information that supports your current beliefs, are two common pitfalls that can hinder your financial success. Ranie Verby explores these important biases, highlighting their similarities and the distinct ways they can impact your financial strategy. #behavioralfinance #financialplanning
Checking Your Bias: How Two Behavioral Biases Impact Your Financial Plan
plancorp.com
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Last week, Plancorp had the opportunity to volunteer at the St. Louis Area Foodbank! 19 team members came together to package an impressive 7.25 tons of produce along with food drive donations. This effort resulted in providing 12,088 meals to those in need across the Illinois/Missouri region - enough food to sustain a person for over 11 years! We also enjoyed a behind-the-scenes tour of their incredible warehouse. We're so grateful for the vital work they do in our community! #plancorpcares #STL
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Reaching a maxed-out 401k is a significant financial milestone. But what's next? Dive into our comprehensive guide that explores key financial fundamentals and investment options. #financialgoals #retirementsavings
Maxed-Out 401k: Your Next Steps and Strategies
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Interested in increasing your retirement savings? Explore your company's nonqualified compensation plan (NQCD). Brian Watson, CFP® delves into the distinctive features, risks, and factors to keep in mind when deciding to contribute. #retirementplanning #NQDCplan
How Much Money Should You Contribute to a Deferred Compensation Plan?
plancorp.com
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Estate planning is an essential step for everyone, regardless of age or income level. Take the first step towards a secure future by assembling your estate team and ensuring your accounts are in order. Head to our blog for 10 valuable estate planning tips to guide you and your family to prepare for what's ahead. #estateplanning #financialplanning
Estate Planning for Dummies: 10 Helpful Estate Planning Tips
plancorp.com
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We're thrilled to have Shelby Nicholl, founder of Muriel Network and host of Kick It Open podcast, join us for an event centered around "Taking over Your Personal Narrative" to close out InspireHer's Summer Series. Come join us on August 22nd at our Town & Country office to discover how to define your personal value proposition, incorporate your personal narrative, and eliminate self-doubt to boost your confidence and amplify your impact! RSVP to save your spot today! https://hubs.ly/Q02L9kWk0
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Active vs. Passive Investing: Which is right for you? Active investing offers the thrill of beating the market, but can come with higher costs and risks. Passive investing may not be as flashy, but historically delivers consistent growth over time. Kevin Daniel, Senior Wealth Manager, breaks down the differences and benefits of each strategy to help you make the best investment decision. #Investing #FinancialPlanning #ActivevsPassive
Active vs. Passive Investing: Why "Boring" Investment Strategies Are Better
plancorp.com