WealthPLAN Partners is an independent, partner-owned Registered Investment Adviser (RIA) firm. They focus on providing comprehensive financial planning, investment management, retirement planning, and wealth management services to individuals, families, and businesses. The firm operates on a fiduciary standard, emphasizing trust and transparency in its client relationships. They leverage the resources and platform of LPL Financial, a major broker-dealer, for brokerage and advisory services, while maintaining their independence in advising clients.

Founded in

United States