WealthPlan Advantage is an independent financial planning firm with an unwavering commitment to help clients achieve financial security and build lasting wealth. We are skilled and proven professionals who provide objective advice and guidance on complicated and/or time-consuming ﬁnancial matters. We are also supported by top-tier resources and partners, including our affiliation with Summit Financial, a leader in the independent wealth management industry. Summit provides us access to expanded services and opportunities, advanced technologies, and deep resources, including Summit’s Professional Strategy Group, an institutional-caliber brain trust of tax, estate, insurance and financial planning experts.

WealthPlan Advantage

This department provides expert financial advice and planning services to clients, focusing on investment strategies and asset management.

Investment Advisory

This department focuses on providing financial advisory services and investment management to clients.

WealthPlan Advantage

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Teams

Investment Advisory

Wealth Management

Offices