Confidence through Planning
Why WP Financial?
Fiduciary Commitment
As a fiduciary, we have a legal obligation to place your interests first.
Individual Approach
Our creed is “confidence through planning.” We work with each client to combine sound strategies with individual design solutions so our clients can reach their financial goals.
Fee-Only Services
We receive compensation only for investment advice. We do not accept any commission on investment products or trades we conduct on your behalf.
New & Noteworthy
WP in the press!
Our New Address:
WP Financial, LLC
21C Arts Center Ct.
Avon, CT 06001
(860) 216-0949
We look forward to welcoming you!
Tell us about your goals.
Our goal is to help you create a plan to achieve them.
Contact us
860-216-0949
21C Arts Center Ct.
Avon, CT 06001