About Peter
Making Wealth
Simple, For Everyone
I believe the best financial plan is one you'll actually follow. My career has been built on cutting through complexity to help people make smarter decisions with their money.
271+
Podcast episodes
$10B+
Plancorp AUM (Peter is CIO)
20+
Years of professional experience
As featured in
My Story
I started in financial services nearly two decades ago with a simple observation: most financial advice is unnecessarily complicated. The industry profits from complexity, more products, more strategies, more jargon, but the evidence shows that simplicity wins.
As Chief Investment Officer at Plancorp, one of the largest independent registered investment advisory firms in the country, I oversee billions in assets. But the principles I follow are the same ones I'd give to anyone: diversify broadly, keep costs low, stay disciplined, and think long-term.
I wrote Making Money Simple to give everyone access to the same evidence-based strategies institutional investors use. My new book, The Perfect Portfolio (September 2026), goes further, showing you how to build an investment portfolio you can actually stick with. And I started The Long Term Investor podcast to have real conversations about money, no hype, no hot takes, just data and common sense.
I've been fortunate to share these ideas in The Wall Street Journal, The New York Times, CNBC, Forbes, Bloomberg, and Barron's. But the work I'm most proud of happens one conversation at a time, helping people feel confident about their financial future.
Where Peter works
Peter is Chief Investment Officer at Plancorp, an independent fiduciary advisory firm managing over $10B for families across the country.
Career Highlights
The Journey So Far
Two decades of turning financial complexity into decisions people can actually follow.
2007
Began career in financial services
Started with a simple observation: most financial advice is unnecessarily complicated, and the evidence shows simplicity wins.
2012
Earned CFA charter
Completed the Chartered Financial Analyst program, the gold standard of investment analysis and portfolio management.
2013
Earned CFP® certification
Became a CERTIFIED FINANCIAL PLANNER™, deepening a focus on comprehensive, client-first financial planning alongside investment management.
2017
Named Chief Investment Officer at Plancorp
Took the helm of investments at one of the largest independent RIAs in the country, overseeing billions in client assets.
2018
Published Making Money Simple
A book to give everyone access to the same evidence-based strategies institutional investors use.
2019
Launched The Long Term Investor podcast
Real conversations about money, no hype, no hot takes, just data and common sense.
2025
Passed 500,000 podcast downloads
The Long Term Investor crossed half a million downloads, a growing audience of long-term investors tuning in every week.
2026
Published The Perfect Portfolio
The new book showing you how to build an investment portfolio you can actually stick with.
Speaking & Media
Available for
Speaking Engagements
Peter is a sought-after speaker for conferences, corporate events, and financial industry gatherings. His talks combine rigorous research with relatable storytelling.
- Evidence-based investing & portfolio construction
- The psychology of money & behavioral finance
- Simplifying complex financial decisions
- Investment trends & market outlook