The Wealth Planning DifferenceFounded in 1984 on the principle of working with clients’ best interests in mind, Wealth Planning Corporation’s primary goal was to move away from traditional commission-driven brokerage model to a more client-centered approach to financial planning and investment management. Why WPCGet in Touch
Wealth Planning Corporation is an SEC-registered, independent, fee-only advisory firm. Our team is committed to educating our clients and raising their financial confidence for a more secure future.
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Financial Planning for the Next Generation
We’re here to help young families and individuals begin their financial planning journey with confidence.
Exceptional Attention & Advice
Total Team Approach
Different from other wealth advisory firms, clients of WPC benefit from the collaboration of our whole team rather than one assigned adviser. Our team service model allows for timely responses to client questions and immediate needs.
Why Choose WPC
WPC is a team of experienced professionals dedicated to providing a unique client experience. The foundation of our work begins with understanding our clients’ concerns, opportunities, and strengths.
The goal of our firm is quality, custom advice, exceptional service, and follow-through with every client encounter. We seek to educate each client and build their financial confidence. We know you have a choice of advisors. All our advisors have earned the right to use the CFP® designation and are required to fulfill annual continuing education. We welcome the opportunity to earn your trust and confidence.
Wealth Planning Corporation By the Numbers
Years in Business
Client Assets Managed
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