Wealth Planning Corporation has been a private, independent wealth management company since 1984. WPC was founded when C. Michael Johnson left E.F. Hutton, which based a broker’s compensation on the frequency of investments transactions with poor disclosure to the clients as to their costs. Mike saw a need to better align the client’s goals of asset growth and wealth retention with the way an advisor is compensated. In 1990, WPC became a fee-only SEC Registered Investment Advisor, avoiding the outside conflicts of interest created by commissions, and providing full disclosure of fees for advice and services.
The WPC Team
Dedicated to providing the Unique Client Experience, WPC is a team of experienced, credentialed professionals committed to understanding each client’s concerns, opportunities and goals, and to enhancing our clients’ lives by being worthy stewards of the sacred trust they place in us.
Different from many advisory practices, clients of WPC benefit from the collaboration of our team’s best thinking rather than an assignment to a single individual. This brings each advisor’s specialty to the forefront when finding a solution to our client’s unique needs.
One of our main goals is to instill confidence in our clients. With confidence comes the ability to make significant decisions that will enhance the likelihood of a profitable portfolio. Constant communication with our customers is very important.
On your terms
The customer always comes first. We are here to support and help you with any decision you might face. In the end you make your own decisions, you take ownership in your financial freedom. We are here to make that journey as smooth as possible.
We provide upfront analysis of cost for advice and services. It’s critical to be honest with our customers. A unique customer experience is what we strive for. We help you set your timelines for specific goals.
Commitments & Value Added Services
Your best interest is our main priority!
A dedicated advisory team with over 50 years of experience. An understanding and passionate relationship managers team with over 20 years of experience. Invest your funds the same way we invest our funds!