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 2026-03-04. Figures and status may change as filings and press coverage update.

MCF Advisors : Acquisition Of $ 617 Million Firm Wealth Planning Expands Cincinnati Presence By Amit Chowdhry ● Yesterday at 9:58 PM MCF Advisors , a Kentucky -based registered investment adviser serving families, business owners and retirement plan sponsors, has acquired Cincinnati -based wealth management firm Wealth Planning Corporation , which oversees approximately $ 617 million in assets under management