Find Advisor
Client Login
Contact Us

Wealth Made Personal, Goals Made Possible

Start the Conversation

Advice, Grounded in Real Relationships

Effective wealth planning is built on trust and collaboration. Our team works alongside you to provide personalized guidance designed to support your long-term goals.

Meet Our Full Team

Where Your Financial Goals Take Shape

At WealthPlan Group, everything starts with understanding what matters most to you. We take the time to listen, ask the right questions, and build strategies that reflect your goals, values, and long-term priorities. Our approach is collaborative, thoughtful, and designed to help you make confident financial decisions at every stage of life.

About Us

An Integrated Approach to Wealth Management

  • One Coordinated Strategy
    We align investments, planning, tax, estate, and risk management into a single, cohesive strategy.
  • Decisions Informed by the Bigger Picture
    Every recommendation is made with your full financial picture in mind, not in isolation.
  • Planning That Evolves With You
    Your strategy adapts as your goals, business, and life circumstances change.
  • Ongoing Guidance and Accountability
    We provide continuous oversight to help ensure your plan stays aligned with your long-term vision.
Our Services

$6.1B

Combined Client Assets¹

34

Years in Business²

13

States³

News & Insights

  • The Bond Conundrum

    The Bond Conundrum

    It is not “new” news that bond investments have been challenged over the past several years. But many may not appreciate the nuances of these challenges including the depth, duration, and ultimate cause of them. So, let’s get into it. Below is a chart of Blackrock’s iShares AGG ETF, which tracks the performance of the…

  • Keeping Score

    Keeping Score

    Today the United States of America again witnessed a peaceful transition of power from one presidential administration to another. This transition, which has been operational since George Washington left office and John Adams assumed office in 1797, is another example of American Exceptionalism. All Americans should be proud of this tradition. Many pundits give 100%…

  • A Sputter to Start the Year

    A Sputter to Start the Year

    So far in January 2025, the U.S. stock market has experienced a choppy start. The S&P 500 has seen a slight decline of about -0.90% year-to-date according to Y charts. This dip comes after a strong end to 2024, with investors adjusting expectations considering new economic data and policy developments. Large-cap stocks have been under…

See All

Brian Diedrichsen

Client since 2012

I’ve worked with advisors at several nationally recognized firms over the years, and I can honestly say the sophistication and flexibility offered here is as good as anything I’ve seen. The portfolio solutions are truly customizable — not just surface-level adjustments, but strategies tailored to my specific tax situation that have meaningfully improved my after-tax returns. If you assume you need to be at a big Wall Street firm to access this level of capability, I’d encourage you to take another look.

Trey Mytty

Client since 2005

In 25 years of working with financial advisors, I have never experienced anything close to the level of accessibility and responsiveness this team provides. Whether it’s a quick question on a Monday morning or an urgent call on a Friday afternoon, someone is always available — and not just available, but genuinely engaged and prepared. Response times are measured in minutes, not days. That kind of access isn’t something you find at most firms, regardless of how much you have invested. It gives me tremendous confidence knowing that when something matters, I won’t be waiting.

Mark Soulliere

Client since 2019

My lead advisor is, without question, one of the most knowledgeable and thoughtful people I have ever worked with. But what truly sets this relationship apart is the deliberate investment he has made in building a team around him. Tax planning, income strategies, estate planning — there are dedicated experts supporting every dimension of my financial life. It doesn’t feel like a single advisor trying to do everything; it feels like a coordinated team that genuinely communicates with one another on my behalf. That depth and intentionality is rare, and it has made an enormous difference in the outcomes we’ve achieved together.

Let’s Start the Conversation

If you’re looking for clear guidance and a coordinated approach to your financial life, we’d welcome the opportunity to connect.

Let’s Talk

¹ Combined client assets across affiliated businesses as of 12/31/2025. This figure includes assets associated with WealthPlan Partners and WealthPlan Investment Management, including assets under management, assets under advisement, and certain retirement plan and brokerage assets for which affiliated firms provide advisory, consulting, or planning services. Not all such assets constitute ‘regulatory assets under management’ as defined by the SEC.

² WealthPlan Group is a trade name under which affiliated entities conduct business. The firm has operated under multiple brand names over time. Feltz WealthPlan, a predecessor business, was registered with the Nebraska Secretary of State in 1994. References to the firm’s history or years in business may include the history of predecessor businesses and do not indicate continuous operation under the WealthPlan Group name

³ Represents the number of states in which WealthPlan maintains office locations / personnel as of 12/31/2025. This statistic does not imply service availability in all jurisdictions for all representatives or entities

Testimonials shown are from current clients as of the publication date. Clients were not compensated directly or indirectly for these statements. Experiences are unique to each client and may not be representative of all client experiences. Testimonials are not a guarantee of future performance or success.