# Wealth Planning Resources

Wealth Planning Resources is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** financialconnector.com
- **LinkedIn:** https://www.linkedin.com/company/wealth-planning-resources-llc

## Regulatory record

- **Reports private funds:** No

## About

Wealth Planning Resources is a financial services firm founded in 1993 in Waltham, Massachusetts. The company offers personal and corporate retirement planning, business transition strategies, and financial advice. It serves individuals and businesses with planning and investment strategies.

## Questions

### Does Wealth Planning Resources manage money directly?

No. The firm is a marketing intermediary — it connects consumers to financial professionals but does not manage assets, make investment decisions, or operate as a registered investment advisor on behalf of the end consumer. Individual financial outcomes depend entirely on the third-party professional to whom a user is referred.

### What type of financial professional can a user expect to be matched with?

The platform connects visitors with financial planners, insurance agents, tax professionals, and sometimes mortgage originators. A user's match depends on the information they submit — such as investable asset level, age, or product interest — and on which professionals are active subscribers in that user's geographic location. The company does not perform fiduciary vetting of the professionals in its network.

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Last updated: 2026-06-03T20:00:00.000Z

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