513-733-1750 Why WPC? Services Prospective Clients Current Clients College Planning News and Events Contact Unique Client Experience Our goal is to provide quality, custom advice, exceptional service, and follow-through with every client encounter. We seek to educate each client and increase their financial confidence. Our advisers have earned the right to use the CFP® designation. All Clients Receive The experience we create for our clients is based on our core values and principles. When you work with the Wealth Planning Corporation team, you receive: Client-Focused Planning Financial Empowerment Life-Long Coaching Generational Planning Exceptional Attention & Advice Transparency & Accountability Our History WPC founded by C. Michael Johnson SEC Registered Investment Advisor Money Coaching System™ developed and deployed Team of dedicated CFP®️ and CFA®️ Professionals with a focus on YOU! → → → Our Team The Wealth Planning Advisory Team has more than 50 years investment experience. Our Relationship Associates have more than 20 years industry experience. “The legacy I envision for WPC is a team that will uphold our principles of enhancing our clients’ lives for generations by being worthy stewards of the sacred trust they place in us.” — C. Michael Johnson, WPC Founder Angela Dietrich Vice President of Operations & Relationship Management Joined WPC 2008 Malea Hornback, CFP® Associate Adviser Joined WPC 2014 C. Michael Johnson, CFP® Founder / Wealth Adviser Joined WPC 1984 Todd Lyon, CFP® Lead Adviser Joined WPC 2011 Louann McNamara Administrative Associate Joined WPC 2018 Patrick Scarborough, CFA®, CFP® Chief Investment Officer Joined WPC 2011 Todd Steinbrink, CFP® President / Wealth Adviser Joined WPC 2006 Jerry Yox, CFP® Lead Adviser Joined WPC 2018 Noah Sayre Relationship Associate Joined WPC 2020 Core Values We become trustworthy through well-established and articulated core values and beliefs. The following are some of the core values that we at Wealth Planning Corporation endeavor to instill in every client relationship: Client-Focused To build and foster meaningful lasting relationships. Empowerment To help our clients have confidence in making sound lifetime financial decisions. Transparency Through disclosures of pertinent data, risks, and necessary course adjustments. Life-Long Learning By sharing and seeking continual improvement in our knowledge base and skill sets and transferring that wisdom to clients. Future Generations Teach the next generation to establish sound money principles and assist with preparedness of family wealth transference. Our Office 8370 E. Kemper Rd Cincinnati, OH 45249 Contact Us 513-733-1750 800-551-1704 Office Hours Mon-Thu 8:30 AM – 5:00 PM Fri 8:30 AM – 3:00 PM Important Links ADV Brochure Client Relationship Summary Broker Check by FINRA Privacy Policy © 2020 Wealth Planning Corporation