513-733-1750 Why WPC? Services Prospective Clients Current Clients College Planning News and Events Contact The Wealth Planning Difference Founded in 1984 on the principle of working with clients’ best interests in mind, Wealth Planning Corporation’s primary goal was to move away from traditional commission-driven brokerage model to a more client-centered approach to financial planning and investment management. WHY WPCGET IN TOUCH Wealth Planning Corporation is an SEC-registered, independent, fee-only advisory firm. Our team is committed to educating our clients and raising their financial confidence for a more secure future. Explore WPC Browse our virtual brochure for more information. VIEW MORE Paying for College: Know Before You Go™ What is the reality of college pricing and how can you save on the costs? We can help you get answers to key financial questions to prepare. LEARN MORE Top 3 Financial Myths READ MORE Client-Centered Work The foundation of our work begins with understanding our clients’ concerns and goals. From there, we establish a plan uniquely tailored to their situation. Exceptional Attention & Advice The goal of our firm is quality, custom advice, exceptional service, and follow-through with every client encounter. We seek to educate each client and increase their financial confidence. All our advisers have earned the right to use the CFP® designation. Total Team Approach Different from other wealth advisory firms, clients of WPC benefit from the collaboration of our whole team rather than one assigned adviser. Our team service model allows for timely responses to client questions and immediate needs. VIEW OUR SERVICES Why Choose WPC WPC is a team of experienced professionals dedicated to providing a unique client experience. The foundation of our work begins with understanding our clients’ concerns, opportunities, and strengths. The goal of our firm is quality, custom advice, exceptional service, and follow-through with every client encounter. We seek to educate each client and build their financial confidence. We know you have a choice of advisors. All our advisors have earned the right to use the CFP® designation and are required to fulfill annual continuing education. We welcome the opportunity to earn your trust and confidence. MEET THE TEAM Wealth Planning Corporation By the Numbers Start the Conversation Ready to begin a complimentary discovery meeting with an advisor? Our team is here for you! Simply input your information and we will be in touch soon. SUBMIT 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