In a newly renovated office space lined with floor-to-ceiling tinted windows, the conversation with Plancorp Wealth Management felt less like an interview and more like sitting down with people who deeply understand what it means to walk alongside others through life’s hardest moments.
Plancorp Wealth Management, formerly Regency Investment Advisors, is a financial advisory firm that helps people manage their money, plan for retirement, invest wisely, and make long-term financial decisions with personalized guidance. Prior to Plancorp’s acquisition, Regency Investment Advisors has had the honor of serving as trusted financial advisors in Central California for over 30 years. Earlier this year in March, Regency officially joined forces with Plancorp Wealth Management, a St. Louis, Missouri firm with over 40 years of experience, marking a new chapter to better serve clients for decades to come.
Regional Director of Wealth Management Tony Fazio and Senior Wealth Manager Chris Comstock spoke openly about why supporting Hinds LifeCare has become so meaningful to them, both personally and professionally.
“For me personally and for the business, it was just meeting Nancy and learning about the heart that she has for the work that she does,” Tony shared. “That’s where it all started.”
That connection quickly grew into something deeper. Through their work helping individuals and families navigate financial planning, Tony and Chris often find themselves supporting clients during seasons of uncertainty, grief, and loss. Because of that, the mission of Hinds LifeCare feels especially close to home.
“So many times, we come into contact with the valuable services of Hinds,” Tony explained. “Our clients are grateful recipients of those services.”
Chris nodded in agreement. “It’s such an important resource for the Central Valley and the community at large,” he said. “For us to be able to support that is paramount.”
For Plancorp, giving is ultimately about investing in people. They believe every dollar donated creates immediate impact for families who cannot afford to wait for help later.
“It’s such a great investment in the community because the dollars stay in the community and go directly to necessary services,” Tony said. “People are getting immediate impact from money that is donated, and it’s happening right now.”
Chris added simply, “It’s the right mission.”
That perspective is shaped by the work they do every day. While financial planning is certainly part of their profession, both say much of their work centers around supporting people emotionally through difficult transitions.
“I didn’t realize when I got into financial services how much my life was going to be about other people passing away,” Chris reflected. “You’ve got to plan for it somehow, whether that be financially, emotionally, or spiritually.”
Tony agreed, explaining that true support often goes far beyond numbers and spreadsheets.
“Almost everything we do is supporting our clients, and a small fraction is financial planning and financial services,” he said. “We’re with them when they’re in their deepest time of need, just like Hinds.”
That shared sense of service is one reason the recent transition from Regency Investment Advisors to Plancorp Wealth Management feels like a natural fit. Though the company now carries a new name, the values remain unchanged.
“Regency and Plancorp were dating for a while,” Chris joked with a smile, “but now we’re married and we’ve taken their last name.”
Tony laughed before adding that the partnership works because both organizations are rooted in the same principles.
“Plancorp is a 40-year-old organization that does exactly the same thing we do and shares the same values,” he said. “Nothing has changed.”
Those values include community involvement, nonprofit support, and a willingness to step in wherever help is needed. Throughout the conversation, both Tony and Chris repeatedly returned to the idea of service, not just through donations, but through action.
“What service opportunities are there?” Chris asked enthusiastically. “We’re big on that.”
Tony echoed the sentiment with a grin. “We will do just about anything. Feed us some good food and we will be there.”
Behind the good humor was a genuine desire to make a difference.
“It can’t just be about money,” Chris said. “It needs to be about the broader community.”
By the end of the conversation, one theme stood above the rest: peace of mind. Whether helping a client build a financial plan or supporting an organization like Hinds LifeCare, Plancorp finds purpose in helping people feel supported during uncertain times.