Company Overview
- Headquarters
- 101 S. 108th Street, Omaha NE
- Website
- wealthplan.group
- Employees
- 22
- Founded in
- 1989
- Industry
- Financial Services
Financials & Stats
Revenue
$50B
Who is WealthPlan Partners
WealthPlan Partners is a financial planning firm based in Omaha, Nebraska, employing 22 individuals. The company generates approximately $50 million in annual revenue. WealthPlan Partners is dedicated to developing personalized financial plans for its clients, guiding them through various life stages. The firm offers customized financial solutions tailored to each client's specific needs. They aim to go beyond traditional "Buy and Hold" investment strategies, emphasizing diversification and a comprehensive approach to risk management. WealthPlan Partners focuses on how investments interact and relate to one another, considering their management, return strategies, and risk exposures. WealthPlan Partners sets itself apart through its fee-based approach, ensuring that their success is directly tied to their clients' success. This model emphasizes transparency and alignment of interests between the firm and its clients. Clients interested in learning more about WealthPlan Partners' services can visit their website at wealthplan.group.
Company Leadership
WealthPlan Partners Tech Stack
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 50M | 13 | Henderson, NV | 1995 | |
| 50M | 8 | 2017 | ||
| 50M | 132 | New Berlin, WI | 1985 | |
| 50M | 12 | Stamford, CT | 2005 | |
| 50M | 342 | Washington, DC | 2014 |