Insights

Acquisition Opportunity Recently acquired by MCF Advisors LLC, Wealth Planning Corporation is poised for growth and potential expansion, making it an ideal target for financial technology and service providers looking to establish a foothold in a transitioning firm.

Growth Potential With assets under management totaling over 600 million dollars, the company manages a sizable client base that could benefit from enhanced digital solutions, improved advisory tools, or wealth management platforms to support their expanding AUM and client services.

Niche Expertise As an independent Registered Investment Advisor focusing on unbiased financial planning, Wealth Planning Corporation may be interested in advanced compliance, CRM, and reporting solutions tailored specifically to independent advisory firms.

Tech Stack Alignment The company employs a modern technology stack including WordPress and Vue.js, indicating openness to innovative digital tools—ideal for promoting new fintech integrations, client portal enhancements, or website optimization services.

Key Personnel Contact Leadership promotions and recent hires suggest a focus on strengthening the advisory team, presenting opportunities to offer talent management solutions, training platforms, or leadership development tools to support their strategic growth.

Wealth Planning Corporation Tech Stack

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

  • WordPress
    Content Management System
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • imagesLoaded
    Javascript Libraries
  • Flywheel
    Platform As A Service
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Astra
    Web Platform Extensions

Wealth Planning Corporation's Email Address Formats

Wealth Planning Corporation uses at least 1 format(s):
Wealth Planning Corporation Email FormatsExamplePercentage
First@wealthp.comJohn@wealthp.com
44%
FLast@wealthp.comJDoe@wealthp.com
28%
Last.First@wealthp.comDoe.John@wealthp.com
22%
FirstL@wealthp.comJohnD@wealthp.com
6%

Frequently Asked Questions

Where is Wealth Planning Corporation's headquarters located?

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Wealth Planning Corporation's main headquarters is located at 8370 East Kemper Road Cincinnati, Ohio 45249 United States. The company has employees across 1 continents, including North America.

What is Wealth Planning Corporation's phone number?

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

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

What is Wealth Planning Corporation's NAICS code?

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

How many employees does Wealth Planning Corporation have currently?

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As of February 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?

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Wealth Planning Corporation operates in the Investment Management industry.

What technology does Wealth Planning Corporation use?

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Wealth Planning Corporation's tech stack includes WordPressFont AwesomeJSON-LDimagesLoadedFlywheelPHPYoast SEOAstra.

What is Wealth Planning Corporation's email format?

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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?

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Wealth Planning Corporation was founded in 1984.

Wealth Planning Corporation

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.

Section iconCompany Overview

Headquarters
8370 East Kemper Road Cincinnati, Ohio 45249 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1984
Employees
11-50

Section iconFunding & Financials

  • $1M

    Wealth Planning Corporation's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Wealth Planning Corporation's revenue is estimated to be in the range of $1M

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