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

We are so pleased to share that we are moving into our new office,
effective September 2, 2025, and we are sure you will love it as much as we do!

Our New Address:

WP Financial, LLC
21C Arts Center Ct.
Avon, CT 06001
(860) 216-0949

We look forward to welcoming you!

WP Financial, LLC, and Habitat for Humanity North Central CT: Partners in Building Dreams!

Since 2020, WP Financial, with the support and generosity of our clients, has raised more than $250,000. Our current goal is to raise $150,000 in two years. In 2024, we raised $63,000 toward this goal. This leaves us with an $87,000 target to realize for 2025! We extend our heartfelt appreciation to all who have supported this wonderful mission throughout these years. The value of your commitment and kindness is priceless

DONATION LINK

Recent Volunteering!

July 29, 2025:

We spent another wonderful productive day at the Hole in the Wall Gang Camp, in Ashford CT, cleaning and preparing the cabins for the incoming campers. We enjoyed another tour of the grounds and learned further about Paul Newman’s vision and how the camp has grown into the magical experience it is today. The joy one feels when entering the camp is heartwarming and speaks to a commitment of care and compassion. To learn more about this unique camp – please visit https://www.holeinthewallgang.org/.

May 21, 2025:

Ten women joined together in East Hartford to finish painting, caulking, spackling and sanding as the volunteer work wraps up this month. It was awesome to see the change in the newly built neighborhood from our last May’s build, and our September 2024 build. We are excited to attend the dedication in November to see the homeowners take possession of the houses. We felt lucky to have folks there three times in the past year. We look forward to a new site for the Habitat Build-a-thon this fall. Stay tuned!

September 27, 2024:

This year, we spent time working in East Hartford on a new neighborhood of 10 houses. This was our biggest crew on site. We spent the day with 23 volunteers, a mix of clients and employees, framing interior walls, framing and raising exterior walls and caulking.

June 11, 2024:

We spent the day at the Hole in the Wall Gang Camp in Ashford CT. The camp is dedicated to providing “a different kind of healing” to seriously ill children and their families, free of charge. We were able to spend our time cleaning cabins, weeding and landscaping the grounds, setting up craft projects – all jobs aimed at making the camp ready for the campers!

Website https://www.holeinthewallgang.org/.

May 22, 2024:

We were represented by 11 strong women in East Hartford at Habitat for Humanity North Central’s Women Build. They had a productive day building in this amazing neighborhood in East Hartford. We look forward to heading back in September for our annual build.