513-733-1750

  • Why WPC?
  • Services
  • Prospective Clients
  • Current Clients
  • College Planning
  • News and Events
  • Contact
  • Why WPC?
  • Services
  • Prospective Clients
  • Current Clients
  • College Planning
  • News and Events
  • Contact

The Wealth Planning Difference

Founded 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.

Explore WPC

Browse our virtual brochure for more information.

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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.

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How to Save: Guidance for Teens & Young Professionals

How to Save: Guidance for Teens & Young Professionals

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Client-Centered Work

The foundation of our work begins with understanding our clients’ concerns and goals. From there, we establish a plan uniquely tailored to their situation.

Exceptional Attention & Advice

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 increase their financial confidence. All our advisers have earned the right to use the CFP® designation.

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.

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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.

MEET THE TEAM

Wealth Planning Corporation By the Numbers

Dedicated Professionals

Years in Business

Families Served

Client Assets Managed

Start the Conversation

Ready to begin a complimentary discovery meeting with an advisor? Our team is here for you! Simply input your information and we will be in touch soon.

Our Office

8370 E. Kemper Rd
Cincinnati, OH 45249

Contact Us

513-733-1750
800-551-1704

Office Hours

Mon-Thu 8:30 AM – 5:00 PM
Fri 8:30 AM – 3:00 PM

Important Links

ADV Brochure
Client Relationship Summary
Broker Check by FINRA
Privacy Policy

© 2022 Wealth Planning Corporation