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MCF Advisors Acquires Wealth Planning RIA Add-On

Announced
Financial ServicesKentuckyAdd-on

Deal Overview

MCF Advisors acquired Wealth Planning, a wealth management RIA add-on in the Cincinnati market. The deal is categorized as an add-on acquisition by MCF Advisors.

The provided information does not include transaction price, financing structure, or closing timing.

Key Details

Transaction
MCF Advisors acquires Wealth Planning
Deal Size
Under $10M

Source

Read full article on news.google.com

via GN - wealth management RIA · March 17, 2026

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