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-Based 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
Welcome to Our Newest Team Member!
Jacob Childress
Jacob is excited to join WP Financial because their values of integrity, trust, and personalized service align with his own. He looks forward to learning from an experienced team of professionals and applying his newfound knowledge to help our clients achieve their financial goals.
2026 Habitat for Humanity North Central CT Build-A-Thon!
This September 9th, 2026 we are heading out once again with our hard hats on! Our Five-year goal is to raise $680,000, which would bring our total donation to the $1million level!!! On July 13th, 2026, Bill was presented with an Honorable Mention award* in the 2026 Invest in Others Program, which recognizes the charitable work of financial advisors across the country. This was specifically related to his dedication and consistent support for Habitat for Humanity. We invite you to join in our spirited efforts and continue this wonderful journey with us.
*This award is not indicative of future performance or investment results and may not be representative of the experience of all clients. No compensation was paid to obtain or promote the award. This award should not be interpreted as an endorsement or guarantee of future achievement.
Tell us about your goals.
Our goal is to help you create a plan to achieve them.
Contact us
860-216-0949
21C Arts Center Ct.
Avon, CT 06001