ST. LOUIS /PRNewswire/ — PlanCorp, a $3.9B fee-only wealth management firm headquartered in St. Louis, Mo., today announced the grand opening of its Nashville, Tenn. branch, which will be headed by wealth manager Kyle Attarian, MBA, CFA, CFP®, AIF®.
Attarian specializes in working with medical professionals and entrepreneurs, so the Nashville branch will focus on creating customized, goals-based financial plans for Nashville’s healthcare community—as well as the city’s booming population of entrepreneurs and small business owners.
“Unfortunately, many in the healthcare industry find themselves preyed upon by commission-seeking advisors who may give biased advice,” Attarian said. “We feel our independent, objective model—which means we are paid only by our clients—will especially resonate with them.”
Plancorp specializes in financial planning, retirement plan management, exit strategy for business owners, and institutional asset management. The company has spent more than three decades helping individuals, families and business owners plan for financial independence.
“One of the qualities we love about Nashville is the forward-thinking, entrepreneurial spirit that bleeds into so many facets of the city’s business,” said Plancorp president Chris Kerckhoff. “We share that spirit here at Plancorp, and we believe our tools will help guide professionals to meet their business and personal goals. On top of that, we could not have a better leader than Kyle Attarian, who is very familiar with the Nashville community.”
Plancorp was recently chosen to be the human advice component of the first CEFEX certified hybrid-robo advisor called BrightPlan, which was launched in November. The digital financial planning and investment platform uses a goals-based financial planning approach, enabling users to track their goals in conjunction with their assets in real time. This creates a solution that is both comprehensive and actionable and provides the best fiduciary advice for its clients.
Plancorp has two other office locations across the country, one in Webster Groves, Missouri and the other in Sarasota, Florida. Its corporate headquarters located in St. Louis, Missouri and has approximately 60 employees. For more information, please visit: https://www.plancorp.com/
Plancorp LLC was founded in 1983 as a fee-only financial planning firm in St. Louis, MO. Plancorp is an SEC-registered investment advisor with more than $3.9 billionin AUM. Plancorp provides financial planning and asset management services to individuals, families, corporations and institutions. Service offerings also include corporate retirement plans and exit strategy for business owners looking to transition their business.
Plancorp was one of the nation’s first registered investment advisors to become certified by the Center for Fiduciary Excellence (https://www.cefex.org) in 2007. Through independent audits, the firm has earned this certification every year since.