Plancorp Wealth Management

11/02/2026

🎉 We’re excited to share that Plancorp has been recognized among WORTH’s Top RIA Firms for 2026!

We’re grateful for this recognition and especially thankful for the people who make our work possible every day, from our dedicated team to the clients and families who put their trust in Plancorp. 💙

We’re proud to celebrate this moment together and look forward to continuing the work we do for the families we serve.

🔗 Learn more: Read the full announcement https://hubs.ly/Q04CXZ3m0

Plancorp has been recognized among Worth’s Top RIA Firms for 2026, highlighting leading registered investment advisory firms serving high-net-worth clients.

10/30/2026

👻 Don’t ghost your financial plan.

Financial planning isn’t something to only revisit when life gets a little spooky. As year-end approaches, there may be important conversations to have with your advisor around Medicare changes, QCDs, pending equity, tax planning, and other considerations that could affect your broader financial picture.

Connecting with your advisor early can help you stay engaged with your plan and prepared for what’s ahead.

This Halloween, give your financial plan the attention it deserves. 🎃

🔎 Explore Plancorp’s Financial Planning Guide https://hubs.ly/Q04Cxytb0

10/28/2026

📍 Calling all financial professionals in the Central Valley!

Looking for your next opportunity? Plancorp is growing, and we’d love to connect with experienced professionals interested in joining our team.

We’re currently hiring for:
💼 Senior Wealth Manager
• CFP® required
• 6+ years serving high-net-worth clients
• Salary: $150,000–$175,000

💼 Wealth Manager
• CFP® or CPA preferred
• 5+ years of advisory experience
• Salary: $120,000–$145,000

📈 Retirement Plan Advisor Relationship Manager
• Series 65 required
• ERISA retirement plan experience preferred
• Salary: $80,000–$125,000

Ready for your next step? Explore our open positions and learn more about joining Plancorp.

🔗 View Open Positions: https://hubs.ly/Q04CtPLb0

10/27/2026

🔄 Closing the deal is only the beginning.

In his latest Citywire column, Chris Kerckhoff, CEO of Plancorp, shares lessons on what can make or break an integration after the paperwork is signed.

💡 A few key takeaways:
Most integration challenges are ultimately people challenges.

• Most integration challenges are ultimately people challenges.
• Culture should be part of due diligence, not a post-close consideration.
• Communication and visibility matter more than striving for a mistake-free integration.
• Successful integration requires curiosity about what each firm does well, followed by alignment around a shared path forward.

As M&A continues to reshape the RIA industry, Chris makes the case that the real measure of a transaction isn’t whether you can close it. It’s whether you can successfully bring two organizations together afterward.

Read Chris’s full Citywire RIA column: Don’t make these common integration mistakes
https://hubs.ly/Q04Cj-7W0

In this guest column, Plancorp CEO Chris Kerckhoff lays out why the most important work in any M&A transaction happens around people and culture, not systems, technology or even money.

10/26/2026

🎓 Turning 18 is a big milestone, but it can also bring important financial and legal changes for both parents and young adults.

In her latest article, Stacy Mannebach explores key considerations families may want to review, from healthcare privacy and legal documents to financial account access and decision-making authority.

📖 Read the article: What Changes Financially When Your Child Turns 18 https://hubs.ly/Q04Cd8nJ0

Explore whether growth or value investing is better for high-net-worth investors and discover why diversification and rebalancing are key to long-term success.

10/23/2026

💡 How much cash should you keep on hand?

Our own Wade Wallace was recently featured on ABC30's Watching Your Wallet, discussing emergency savings, upcoming expenses, and the balance between saving and investing for the future.

Check out the segment: Watch the feature
https://hubs.ly/Q04C5KtB0

10/22/2026

💡 RSUs can create a lot of questions, especially when the number of shares that vest doesn't match the number that appear in your account.

Understanding the release process, tax withholding, and other common factors can help provide clarity around your equity compensation.

Explore the details in our latest article: Read the article https://hubs.ly/Q04B-hHh0

Explore whether growth or value investing is better for high-net-worth investors and discover why diversification and rebalancing are key to long-term success.

10/21/2026

📖 We're pleased to see Charley Meyer, Director of Institutional Asset Management at Plancorp, quoted in AI-CIO Magazine's article,"What the Great Wealth Transfer Means for Endowments and Foundations.

The article explores evolving donor expectations, including the growing importance of stewardship, transparency, and education in charitable giving.

As Charley shared:
"What I've seen is the successful nonprofits shifting from fundraising alone, to donor stewardship."

💡 The discussion highlights how organizations are thinking about long-term donor relationships and helping donors better understand how their charitable assets may be used to support their mission.

📖 Read the full article here: Read the AI-CIO article https://hubs.ly/Q04BR3nx0

Nonprofits should begin engaging with the next generation of donors early, sources say, and should broaden the vehicles they use to accept donations.

10/20/2026

💡 What should you look for when evaluating a financial advisor?

In this article, Ranie Verby explores several considerations that may help individuals assess wealth management firms, including fees, service models, advisor credentials, and standards of care. The article also highlights several advisory firms with a presence in the St. Louis area.

📖 Whether you're reviewing your current advisory relationship or beginning your search, understanding the questions to ask can be a valuable first step.

👉 Read more: https://hubs.ly/Q04Bt4YM0

Discover the top financial advisors in St. Louis and learn how to choose the right wealth management firm for your financial goals. Explore expert recommendations and valuable insights.

10/19/2026

🚤💭 Building financial security is an important goal, but what comes next?

In this article, Valeriane Wilson examines the idea of purposeful spending and shares perspectives on how spending decisions may relate to an individual's values, priorities, and long-term financial goals.

The article explores questions to consider when evaluating significant expenses and highlights the importance of understanding financial trade-offs within the context of a broader plan.

📖 Read more: https://hubs.ly/Q04Bt3DX0

Explore the balance of purposeful spending and financial planning, emphasizing how to align your money with your life goals and meaningful experiences.