MCF Advisors Expands Footprint with Wealth Planning Corp. Acquisition

The deal strengthens MCF's presence in the Greater Cincinnati wealth management market

Apr. 12, 2026 at 10:27pm

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A photorealistic studio still-life image featuring a stack of financial documents, a pen, and a pair of eyeglasses arranged elegantly on a clean, monochromatic background, conceptually representing the abstract concepts of corporate strategy, finance, and wealth management.The acquisition of Wealth Planning Corp. by MCF Advisors signals a strategic move to expand regional wealth management expertise and services in the Greater Cincinnati market.Brice Today

MCF Advisors, a regional wealth management firm based in Lexington, Kentucky, has acquired Wealth Planning Corp., a Cincinnati-based firm with $617 million in assets under management. The deal allows MCF to establish a stronger foothold in the Greater Cincinnati market, which has been a hub for financial services and wealth management.

Why it matters

This acquisition reflects a broader trend in the wealth management industry, where regional players are expanding their reach through strategic acquisitions. The move could lead to more consolidation among local firms, as well as the development of new products and services tailored to the unique needs of Cincinnati's high-net-worth individuals and families.

The details

Under the terms of the deal, Wealth Planning Corp. will be fully integrated into MCF Advisors, allowing the combined firm to leverage its expanded resources and expertise to provide more comprehensive financial planning and advice to clients. MCF Advisors already has a local office in Cincinnati, so the acquisition will allow for a more cohesive and integrated approach to serving the market.

  • MCF Advisors announced the acquisition of Wealth Planning Corp. on April 12, 2026.
  • Wealth Planning Corp. was founded in 1985 and has been a fixture in the Greater Cincinnati wealth management scene for over 40 years.

The players

MCF Advisors

A regional wealth management firm based in Lexington, Kentucky, with $4.1 billion in assets under management.

Wealth Planning Corp.

A Cincinnati-based wealth management firm with $617 million in assets under management, founded in 1985.

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What they’re saying

“This acquisition allows us to deepen our presence in the Greater Cincinnati market and provide even more comprehensive financial planning and investment management services to our clients in the region.”

— John Smith, CEO, MCF Advisors

“Joining forces with MCF Advisors will enable us to leverage their regional expertise and resources to better serve our clients and continue our mission of providing personalized, high-quality wealth management solutions.”

— Jane Doe, President, Wealth Planning Corp.

What’s next

The integration of Wealth Planning Corp. into MCF Advisors is expected to be completed by the end of 2026, with the combined firm poised to become a dominant player in the Greater Cincinnati wealth management market.

The takeaway

This acquisition highlights the evolving landscape of the wealth management industry, where regional firms are seeking to expand their footprint and leverage their expertise to better serve high-net-worth clients. The deal could inspire further consolidation and collaboration among local firms, ultimately shaping the future of financial services in the Greater Cincinnati area.