Wealth Planning Corporation Employee Directory

Investment ManagementOhio, United States11-50 Employees

Wealth Planning Corporation provides financial planning and investment management services to individual investors. As an independent Registered Investment Advisor, it seeks to deliver objective guidance by avoiding the conflicts associated with brokerage commissions. Founded in 1984, the firm is based in Cincinnati, Ohio, and centers its work on planning, coaching, and advising. Its Money Coaching System provides a structured approach that unites financial planning, investments, and estate planning to help clients organize and forecast their path to financial independence. The practice describes itself as a small-to-mid-sized independent advisory firm serving investors seeking objective guidance. In March 2026, MCF Advisors LLC acquired Wealth Planning Corporation, marking a notable development in its corporate trajectory.

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