Confidence through Planning

Why WP Financial?

 

Fiduciary Commitment

As a fiduciary, we have a legal obligation to place your interests first.

Individual Approach

Our creed is “confidence through planning.” We work with each client to combine sound strategies with individual design solutions so our clients can reach their financial goals.

Fee-Only Services

We receive compensation only for investment advice. We do not accept any commission on investment products or trades we conduct on your behalf.

New & Noteworthy

Private Advisor Group Supports WP Financial with $95 Million
AUM Acquisition of Sage Financial Design, Inc.


WP Financial, LLC, and Hartford Area Habitat for Humanity: Partners in Building Dreams!

We did it!!! We raised just over $125,000 in two years.  With the generous support of our clients, we achieved our goal of raising enough funds to cover the cost of building an entire house.  We are thrilled! Thank you!

You can also send a check payable to Habitat for Humanity North Central CT to our office or donate low basis stock – reach out to us regarding this easy option

Any amount you send is appreciated by both the family that will take ownership of a new home and your WP Financial Team. Finding affordable housing has been very difficult for families in our area over the last couple years. We hold the mission, effort, and work ethic of Habitat for Humanity North Central CT in the highest regard and we appreciate that they put your donations to work in not only building homes for those in need, but also providing financial education to new homeowners.

 

Tell us about your goals.

Our goal is to help you create a plan to achieve them.