MCF Advisors acquires Wealth Planning Corporation

MCF Advisors agreed to acquire Wealth Planning Corporation. Reported deal value: $617M. 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.

MCF Advisors , a Kentucky -based registered investment adviser serving families, business owners, and retirement plan sponsors, announced today that it has acquired Wealth Planning Corporation , a Cincinnati -based wealth management firm overseeing approximately $617 million in assets under management