Wealth Planning Corporation Employee Directory

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.

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