On March 3, 2026, MCF Advisors announced that it acquired Wealth Planning Corporation.
MCF Advisors (“MCF”) announced, on March 3, 2026, that it acquired Wealth Planning Corporation (“WPC”). Under the terms of the transaction, which closed on February 27, 2026, nine members of the WPC team, including President, Todd Steinbrink, and Vice President of Operations and Relationship Management, Angela Dietrich, will join MCF. Further terms of the transaction were not disclosed.
MCF, based in Lexington, Kentucky, is a registered investment advisor offering wealth management services to individuals, families, and business owners. Following this acquisition, MCF has approximately $4.7 billion in assets under management.
WPC, based in Cincinnati, Ohio, is a financial services holding company, which invests in and partners with wealth management firms, providing them with capital and strategic support. WPC has approximately $617 million in assets under management.
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