A complete list of active advisors currently associated with Wesling Financial Planning Services Corp.

Warmer can help you find a great advisor at Wesling Financial Planning Services Corp. or one who fits your needs even better.

Wesling Financial Planning Services Corp. serves individual clients, including high‑net‑worth individuals, with a mix of ongoing portfolio management, comprehensive financial planning, 401(k) and qualified‑plan advisory services, as well as divorce‑planning advice and tax preparation. The firm constructs individualized Investment Policy Statements and implements portfolios that reflect each client’s goals, income, tax situation, and documented risk tolerance. The firm’s investment process is grounded in fundamental analysis and employs both long‑term and short‑term trading strategies as appropriate to client objectives; risk tolerances are documented in each client’s Investment Policy Statement. For ongoing engagements WFPS typically operates with discretionary trading authority, conducts quarterly account reviews, and allows clients to direct custody while recommending Fidelity as a default custodian. Compared with many supported firms, Wesling combines investment advisory work with in‑house tax preparation and certified divorce‑financial analysis services and will provide court, mediation, and plan‑benchmarking support—services that are less common among peers of similar size. It manages client assets internally rather than delegating to third‑party managers, reports no custody of client funds, and states it does not accept outside compensation for the sale of securities.

To learn more about the advisors currently working at Wesling Financial Planning Services Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.