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Home·Deals·wealth management·MCF Advisors acquires Wealth Planning Corp.
SEO URLwww.firestrike.ai/deals/wealth-planning-corp-mcf-advisors-acquisition-2026
acquisitionAnnounced · Mar 3, 2026wealth managementSource · CredibleArticle · Factual
Wealth Planning Corp.
MCF Advisors
Wealth Planning Corp. · MCF Advisors

MCF Advisors acquires Wealth Planning Corp.

David Najork
David Najork · Founding Software Engineer
Published · Updated · 1 min read
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Deal value
—
Target
Wealth Planning Corp.
Wealth Planning Corp.
Acquirer
MCF Advisors
MCF Advisors
Full Acquisition
Status
Completed

MCF Advisors agreed to acquire Wealth Planning Corp.. Reported deal value: Undisclosed. Status: Completed. Sector: wealth management. Target headquarters context: Location not specified.

This page summarizes publicly available information about the transaction as of 2026-03-03. Figures and status may change as filings and press coverage update.

Lexington MCF Advisors acquires Wealth Planning Corp . in Cincinnati March 3, 2026 400 Views LEXINGTON, Ky

Deal timeline

Announced
Mar 3, 2026 · lanereport.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context

This transaction is classified in wealth management. Figures and status may change as sources update.

Sources: lanereport.com · Primary article · FireStrike proprietary index