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VerifiedInvestment Management· Founded 1984

Wealth Planning Corporation

Wealth Planning Corporation has been providing financial planning and investment management services to investors since 1984. Our firm is committed to planning, coaching and advising. Our goal is to raise your confidence for a more secure financial future. Our Money Coaching System® is the result of years of practical experience and brings together all of the elements of finance, investments, and estate planning. Our unique process provides a methodical approach to organizing, forecasting and strategically planning your path to financial independence. As an independent Registered Investment Advisor, Wealth Planning Corporation eliminates the conflict of interest inherent in most financial service providers, which depend on brokerage commissions. This allows us to offer more objective and unbiased financial advice. WPC has the expertise you need to feel confident about your finances, your future and the decisions you make along the way.

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HeadquartersCincinnati, United StatesEmployees12(1 to 10)Annual revenue$1M to <$10MFounded year1984Websitewealthp.comLinkedIn profileLinkedIn

Verified contacts

12

available on Kipplo

LinkedIn employees

12

1 to 10 range

Open roles

no listings

Distinct roles

11

indexed titles

Tech stack

1

tools in use

Monthly traffic

45

organic / mo

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Top roles at Wealth Planning Corporation

11 distinct titles indexed · top 10 shown.

  • 2financial advisor
  • 1administrative associate
  • 1chief investment officer
  • 1client experience coordinator
  • 1financial planning & investment associate
  • 1financial planning advisor
  • 1founder emeritus wealth advisor
  • 1lead advisor
  • 1president
  • 1vice president of operations & relationship manager
  • +1more titles

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