Two Ways to Work Together

Choose the path that fits where you are.

Most popular

Wealth Management

Comprehensive financial planning and investment management through Plancorp, one of the largest independent RIAs in the country.

  • Personalized investment portfolio construction
  • Tax-efficient strategies & tax-loss harvesting
  • Retirement planning & income strategies
  • Estate & legacy planning
  • Risk management & insurance review
Schedule a Consultation

Speaking Engagements

Peter is available for keynotes, panels, and corporate events on investing, behavioral finance, and financial planning.

  • Evidence-based investing presentations
  • Behavioral finance & decision-making
  • Corporate financial wellness programs
  • Industry conferences & panels
  • Custom topics available
Explore Speaking

$10B+

Plancorp assets under advisement

271+

Podcast episodes

20+

Years of professional experience

Peter Lazaroff

Get to Know Me

A little about Peter

I'm Peter Lazaroff, CFA, CFP®, and Chief Investment Officer at Plancorp. I've spent two decades helping people cut through financial complexity, and I share what I learn through my books and The Long Term Investor podcast.

More about Peter

The Process

How We Work Together

1

Discovery Call

A 30-minute conversation to understand your goals, concerns, and current financial picture.

2

Custom Plan

We build a personalized plan based on your specific situation, not a cookie-cutter template.

3

Implementation

We put your plan into action, opening accounts, building your portfolio, optimizing your taxes.

4

Ongoing Partnership

Regular check-ins, proactive adjustments, and a team that knows your name.

Get Started

Book a Call with Peter

No obligation. No pressure. Grab a time below for an introductory call about your goals and how we might help.

Press or podcast inquiry instead? Get in touch.