Wealth Planning Corporation

Wealth Planning Corporation, based in the US, offers tailored financial solutions encompassing wealth management and strategic planning to meet individual and institutional client needs. Wealth Planning Corporation is dedicated to delivering wealth management and strategic financial solutions. Founded in 1984, the company is headquartered in Cincinnati, US. It was recently involved in a significant acquisition by MCF Advisors LLC in February 2026, which enhances its influence in the Greater Cincinnati market.

The firm's focus remains on fostering client continuity and advisor growth within its established culture. Wealth Planning Corporation provides comprehensive wealth management services that include personalized financial planning, investment management, and tailored institutional services. With a client-first approach, the firm emphasizes support and guidance, catering to various financial objectives such as retirement planning, estate management, and risk management. Its diverse clientele comprises individuals, families, and organizations across both urban and suburban areas throughout the United States.

Wealth Planning Corporation generates revenue through a structured fee model, which includes advisory fees and asset management fees tied to the assets under management. This alignment of interests ensures transparency in pricing, allowing clients to engage for ongoing wealth management services based on a percentage of total assets managed, with additional fees for specific financial planning services depending on complexity and duration. Following its acquisition by MCF Advisors LLC in February 2026, Wealth Planning Corporation aims to strengthen its market presence in Greater Cincinnati. The acquisition supports long-term client relationships and advisor development.

Future growth initiatives include expanding service offerings and targeting new geographic markets to enhance operational reach. The recent acquisition will facilitate these strategies by leveraging resources and expertise to optimize client service and engagement.