The WealthPlan team.
WealthPlan, LLC Joins Forces with Merit Financial Advisors Effective May 1, 2023
We are excited to announce a new phase of our company, the merger of WealthPlan, LLC and Merit Financial Advisors. We anticipate the transition to the Merit platform will be completely seamless. You will still have access to all the same people and information you have now, but with more support on the back end.
Our combined team is dedicated to providing you with the same thoughtful guidance, long-term vision, and personalized service you already experience. We appreciate your continued trust in us, remain grateful for your friendship, and look forward to serving you for years to come. Learn more about our team here or call us at (920) 336-8560.
WealthPlan, LLC, Merit Financial Advisors and LPL Financial are separate entities. Compensation has been paid in the merger.
WealthPlan was founded by Mike Ajango in 1991. The team brings over 75 years of combined industry experience, and every day, they dedicate their time and effort to help individuals and families gain the financial guidance they need. As a clients’ advisor, they are here to manage investments and help clients prepare for the road ahead, no matter where life takes them.
From helping you save for retirement to managing accounts and overseeing distributions once you retire, the team can provide the dependable guidance and seamless support you seek.
Merit is a financial services firm that seeks to establish, educate, and satisfy the financial goals of individuals in and approaching retirement.
We focus on providing reliable and objective financial advice by establishing a genuine and long-lasting relationship with our clients. We administer an array of financial services, which focuses on our client’s personal growth along with their financial goals.
We believe that we can help address the retirement challenges in America by bringing financial freedom, wellness and confidence to the working population and retirees. As people experience financial wellness, they will live more productive lives.
We’re here to guide you in enhancing and protecting your wealth. Through innovation, we leverage the right tools, resources, and solutions to best serve you. With a wide range of resources focused on financial education and tips, powered by leading-edge technology and cybersecurity, and a robust website with calculators and market updates, we can help you gain further insight into your financial plan.