About Us

Founded in 1984, Wealth Planning Corporation is a goals-based financial planning and investment management firm committed to individuals and families. Our primary focus is to improve our clients’ long-term financial well-being.

The Money Coaching System™ is the result of years of practical experience, and our CFP® advisers use this methodology as they work with you to build your goals-based blueprint to start you on your path to success.

As an independent Registered Investment Advisor, WPC eliminates the conflict of interest inherent in most financial service providers which depend upon commissions. Throughout the years, WPC has been able to offer more objective and unbiased financial and investment advice.

Our History

WPC founded by C. Michael Johnson

SEC Registered Investment Advisor

Money Coaching System™ developed and deployed in planning

Team of dedicated CFP®️ and CFA®️ Professionals with a focus on YOU!

Our Team

Our Advisory Team has more than 105 years of investment experience and our Relationship Associates have been serving clients for more than 58 years.

“The legacy I envision for WPC is a team that will uphold our principles of enhancing our clients’ lives for generations by being worthy stewards of the sacred trust they place in us.”
— C. Michael Johnson, WPC Founder

C. Michael Johnson
Founder / Wealth Advisor
Joined WPC 1984

Todd Steinbrink
President / Wealth Advisor
Joined WPC 2006

Angela Dietrich
VP of Operations & Relationship Management
Joined WPC 2008

Todd Lyon
Lead Advisor
Joined WPC 2011

Jerry Yox
Lead Advisor
Joined WPC 2018

Pat Scarborough
Portfolio Manager
Joined WPC 2011

Malea Hornback
Associate Advisor
Joined WPC 2014

Steve Milby
Financial Planning Associate
Joined WPC 2019

Angela Peace
Relationship Management
Joined WPC 2016

Louann McNamara
Administrative Associate
Joined WPC 2018

Core Values

We become trustworthy through well-established and articulated core values and beliefs. The following are some of the core values that we at Wealth Planning Corporation endeavor to instill in every client relationship:

Client Focused

To build and foster meaningful lasting relationships.

Empowerment

To help our clients have confidence in making sound lifetime financial decisions.

Transparency

Through disclosures of pertifnent data, risks, and necessary course adjustments.

Life-Long Learning

By sharing and seeking continual improvement in our knowledge base and skill sets and transferring that wisdom to clients.

Future Generations

Teach the next generation to establish sound money principles and assist with preparedness of family wealth transference.

Frequently Asked Questions

You probably have a few questions you’d like answered before you take the next step.