WealthPlan Financial Group

Financial ServicesNorth Carolina, United States2-10 Employees

WealthPlan Financial Group is an independent, comprehensive financial services firm located in Charlotte, North Carolina. It provides an array of services, including financial planning, wealth management, risk management, and corporate and business solutions. The firm serves individuals, families, businesses, corporations, and family offices, addressing a broad set of financial needs through its advisory offerings.

Securities are offered through Cambridge Investment Research, Inc., a registered broker-dealer, with advisory services provided through Cambridge Investment Research Advisors, Inc.; WealthPlan Financial Group, LLC and Cambridge are not affiliated. The company notes a small professional team and positions itself within the broader financial services industry as an independent practitioner. In January 2024, it received multiple industry recognitions for digital initiatives and personal finance products, reflecting notable recognition in technology-enabled wealth management.

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