Insights

Established Trust Wealth Planning Corporation has a long-standing presence in the financial advisory sector since 1984, demonstrating stability and industry experience that appeals to clients seeking reliable investment management and financial planning services.

Independent Advice As an independent Registered Investment Advisor, the company offers unbiased, conflict-free financial guidance, which can be a strong selling point for clients and prospects looking for objective investment solutions.

Growing Team Recent hires and leadership promotions indicate active expansion and talent acquisition, presenting opportunities for partnerships or service collaborations in enhancing the firm’s advisory expertise.

Tech-Savvy Approach Utilizing modern web technologies and an upgraded online presence, Wealth Planning Corporation demonstrates commitment to digital engagement, making it easier to connect with prospective clients seeking a modern, transparent financial partner.

Market Positioning While operating in a competitive landscape alongside firms with thousands of employees and multi-billion-dollar revenues, wealth planning firms like WPC can target mid-sized to high-net-worth individuals seeking personalized, unbiased financial management, creating tailored sales opportunities.

Wealth Planning Corporation Tech Stack

Wealth Planning Corporation uses 8 technology products and services including WordPress, Vue.js, JSON-LD, and more. Explore Wealth Planning Corporation's tech stack below.

WordPress

Content Management System

Vue.js

Javascript Frameworks

JSON-LD

Javascript Frameworks

Swiper

Javascript Libraries

Flywheel

Platform As A Service

PHP

Programming Languages

Yoast SEO

Search Engines

Contact Form 7

Web Platform Extensions

Wealth Planning Corporation Email Formats	Example	Percentage
First@wealthp.com	John@wealthp.com	44%
FLast@wealthp.com	JDoe@wealthp.com	28%
Last.First@wealthp.com	Doe.John@wealthp.com	22%
FirstL@wealthp.com	JohnD@wealthp.com	6%

Wealth Planning Corporation Email Formats

Example

Percentage

First@wealthp.com

John@wealthp.com

44%

FLast@wealthp.com

JDoe@wealthp.com

28%

Last.First@wealthp.com

Doe.John@wealthp.com

22%

FirstL@wealthp.com

JohnD@wealthp.com

Frequently Asked Questions

What is Wealth Planning Corporation's phone number?

You can contact Wealth Planning Corporation's main corporate office by phone at

+1-513-733-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wealth Planning Corporation's official website and social media links?

Wealth Planning Corporation's official website is wealthp.com and has social profiles on LinkedIn.

How much revenue does Wealth Planning Corporation generate?

As of January 2026, Wealth Planning Corporation's annual revenue is estimated to be $3M.

What is Wealth Planning Corporation's SIC code NAICS code?

Wealth Planning Corporation's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Wealth Planning Corporation have currently?

As of January 2026, Wealth Planning Corporation has approximately 12 employees across 1 continents, including North America. Key team members include Founder/ Emeritus Wealth Advisor: M. J.. Explore Wealth Planning Corporation's employee directory with LeadIQ.

What industry does Wealth Planning Corporation belong to?

Wealth Planning Corporation operates in the Investment Management industry.

What technology does Wealth Planning Corporation use?

Wealth Planning Corporation's tech stack includes WordPressVue.jsJSON-LDSwiperFlywheelPHPYoast SEOContact Form 7.

What is Wealth Planning Corporation's email format?

Wealth Planning Corporation's email format typically follows the pattern of First@wealthp.com. Find more Wealth Planning Corporation email formats with LeadIQ.

When was Wealth Planning Corporation founded?

Wealth Planning Corporation was founded in 1984.

Wealth Planning Corporation

Q: How many employees does Wealth Planning Corporation have currently?

Wealth Planning Corporation has approximately 12 employees.

Q: What technology does Wealth Planning Corporation use?

Wealth Planning Corporation's tech stack includes Elementor, Flywheel, jQuery Migrate, Contact Form 7, Google Maps.

Investment ManagementOhio, United States11-50 Employees

Wealth Planning Corporation has been providing financial planning and investment management services to investors since 1984. Our firm is committed to planning, coaching and advising. Our goal is to raise your confidence for a more secure financial future. 

Our Money Coaching System® is the result of years of practical experience and brings together all of the elements of finance, investments, and estate planning.  Our unique process provides a methodical approach to organizing, forecasting and strategically planning your path to financial independence.

As an independent Registered Investment Advisor, Wealth Planning Corporation eliminates the conflict of interest inherent in most financial service providers, which depend on brokerage commissions.  This allows us to offer more objective and unbiased financial advice.  WPC has the expertise you need to feel confident about your finances, your future and the decisions you make along the way.

Insights

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