Founded by Mike Ajango in 1991, WealthPlan is a financial advisory firm that helps clients make the most of their financial lives. We bring over 75 years of combined industry experience, and every day, we dedicate our time and effort to help individuals and families gain the financial guidance they need. As our clients’ advisor, we are here to manage their investments and help them prepare for the road ahead, no matter where life takes them.
From helping you save for retirement to managing your accounts and overseeing your distributions once you retire, we can provide the dependable guidance and seamless support you seek. Once you’re our client, we will be your partner, offering meaningful service united by the following standards:
Personalized Relationships and Account Management
Every one of our clients is different and has varying needs and goals. We do not adopt a one-size-fits-all investment philosophy. We are very careful to match portfolio risk to each client’s unique tolerance and income objectives. In addition, we will adjust and rebalance your investments whenever your life or the markets evolve, so your strategies align with the inevitable transitions that come your way.
Keeping our clients informed and in regular contact with our team is highly important to us. We believe that your life should become less stressful when you work with us, and you should gain access to information and resources that you may not have had before. We regularly meet with you throughout the year and provide you with the information you need to make sense of your financial goals and objectives.
We are not bound to any company other than our own. As a result, we can help and serve you in the ways we believe matter to you, never dictated by another company’s quotas or service standards. As such, we are here for the long term and can dedicate everything we do to looking out for your best interests. Further, we’re able to serve you on a fee basis, rather than charging commissions—the only factors driving our financial strategies are the goals you want to pursue.