Company Information

Wealth Planning Corporation in Cincinnati 40th Anniversary logo

40 Acts of Kindness

40 Acts of Kindness   Our Giving Back List of 40 Acts of Kindness continues to grow and showcase the amazing generosity and charity of our team and clients.  Our clients have demonstrated numerous acts of kindness through the years. In fact, just last year the Qualified Charitable Donations (QCD’s) distributed from our client accounts […]

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soon to be in retirement in Cincinnati

Are you Charitable or Philanthropic?

Charitably inclined means you give time, energy or resources to known organizations that are near and dear to your heart.  For example, charitable giving can include annual donations to a camp or university that really impacted your life or volunteering at a local food pantry or shelter for victims of domestic abuse.  Here is an

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WPC Blog: Greater Cincinnati Foundation Names Wealth Planning Corporation As Designated Advisor

We are proud to share that Wealth Planning Corporation is one of 23 Cincinnati-area firms to be named an advisor by the Greater Cincinnati Foundation. This distinction means Wealth Planning Corporation can continue to manage client funds that are designated for charitable giving to the Greater Cincinnati Foundation. This is an acknowledgement of the service

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WPC Blog: Patrick Scarborough Celebrates 10th Anniversary and Promotion to Chief Investment Officer

We are pleased to announce the promotion of Patrick Scarborough to Chief Investment Officer. Patrick has been an integral part of our team since 2011, and we’re thrilled to celebrate his 10th Anniversary as part of the Wealth Planning Corporation team. Patrick is an exceptional advisor and portfolio manager. He provides leadership to our investment

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