The WealthPLAN Partners Difference
WealthPLAN Partners is a Registered Investment Advisor
We are independant and have a fiduciary duty to you - the client. With over $2B in assets under management and advisement, WealthPLAN Partners has grown to become an industry leading Registered Investment Advisor by providing sophisticated financial planning and wealth management services to Advisors and their clients. Headquartered since 1989 in Omaha, NE, WealthPLAN Partners is comprised of over 30 Advisors nationwide.
In choosing to join WealthPLAN Partners your Kearney Team maintains local presence and autononamy while being able to tap into the vast resources and national footprint of a larger organization.
click here to see additional reasons why we partnered with WealthPLAN Partners