A complete list of active advisors currently associated with Wealth Planning Group

Warmer can help you find a great advisor at Wealth Planning Group or one who fits your needs even better.

WPG Advisers, LLC serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, business entities and trusts, managing accounts on both a discretionary and non‑discretionary basis for several hundred clients. The firm provides portfolio management, standalone financial planning and retirement plan consulting, and may offer managed portfolios to plan sponsors as 3(21) or 3(38) fiduciary services. The firm’s investment process combines fundamental, technical and cyclical analysis and is implemented via long‑ and short‑term purchases, mutual funds, ETFs, individual securities and allocations to independent managers; it may also use structured notes, interval and closed‑end funds and margin where suitable. WPG Advisers notes that it employs certain artificial intelligence tools under a formal AI policy to support analysis and oversight, and it may recommend private fund investments to qualified clients. What distinguishes WPG Advisers from many peers is that the firm acts as general partner of an affiliated private fund (the Zebra Municipal Bond Arbitrage Fund, LP) and has a joint‑venture arrangement tied to ALDER private equity funds, relationships the brochure discloses as potential sources of conflicts of interest. The firm also participates in wrap‑fee and separately managed account programs and discloses that it does not vote client proxies and will not exercise discretionary authority to purchase cryptocurrencies for client accounts.

To learn more about the advisors currently working at Wealth Planning Group, 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.