Our advice comes from close collaboration with our sister company Plancorp, one of the nation’s top Registered Investment Advisors. For over 30 years Plancorp has been planning, advising and managing investments for high-net-worth individuals and institutional clients.¹
Now Plancorp's collective experience has been embedded in BrightPlan, giving everyone access to affordable fiduciary advice to reach their financial goals.
When choosing an advisor, it's all about trust. The three pillars of trust are philosophy, experience and certification. BrightPlan has an intriguing service offering in this respect.
A human touch.
Sometimes, you just want to talk to a pro. That’s why BrightPlan combines the power of algorithms with advisors from Plancorp who've got your back. What can you discuss?
Billions in assets under management
Our clients stick with us
12 years of certification
Approved by the centre for fiduciary excellence
36 years of experience
We've been around the block
The BrightPlan Investment Committee built each portfolio as a team, combining the insights of academic research with decades of experience helping investors reach their goals. Rest assured knowing they meet regularly to review funds in each portfolio, dissect performance, and weigh the costs and benefits of potential enhancements.
Founder and CEO, BrightPlan
Marthin evaluated hundreds of Registered Investment Advisers across the United States when looking for the right partner for BrightPlan. He chose Plancorp after being persuaded by their evidence-based approach to investing, commitment to financial planning, transparent fee-only pricing, and focus on managing costs at every level. Now he works with the investment committee to implement their advice in BrightPlan for clients.
Co-Chief Investment Officer
Jeff is Plancorp’s Founder, Chairman and Co-Chief Investment Officer. He was an early adopter of our evidence-based approach. His commitment to putting clients first extends to our investment strategy. It’s why the committee regularly reevaluates asset allocation, rebalancing and investment management decisions. By drawing on Nobel Prize-winning research, the committee strives to find the best, most tax-efficient methods to help our clients reach their goals.
Co-Chief Investment Officer
Peter Lazaroff is the Co-Chief Investment Officer at BrightPlan and Plancorp and plays a key role in developing and communicating investment strategy. Peter has built a reputation as an educator by simplifying the complexities of investing and personal finance to help people make smart choices about their money. Peter regularly contributes to The Wall Street Journal and Forbes.
Director of Portfolio Management
Stacie makes sure the Investment Committee's recommendations are implemented for clients. Every day she leads the investment and operations teams as they invest deposits, make rebalancing recommendations, and strategically trade. Passionate about community education, Stacie regularly presents to women’s groups on topics such as the time value of money, understanding the market, managing risk, and more.
President and CEO, Plancorp
Chris has worked with families and institutions for 20 years, guiding them to define their goals and formulating an investment strategy to help achieve them. His career has given him the opportunity to connect with some of the smartest financial minds in the world, learn from them, and share his unique expertise and experience. Now on the BrightPlan Investment Committee he is excited to help a new generation of investors to embrace a goals-based investment philosophy.
7 Reasons to Choose a Goals Based Investing Plan
Goal setting is a required starting point for successful investing...
The Smart Way to Fund Your Future
The aim of our Investment Committee is simple. To produce returns on your investments that help you reach your goals, all at a level of risk that is prudent...
5 Reasons Mutual Funds are the Best Investment Vehicle for Your Financial Goals
I’ve always been a fan of simplicity. One of my goals in founding Plancorp in 1983 was to simplify...