MCF Advisors Welcomes
Wealth Planning Corporation
We’re excited to announce that your trusted team from Wealth Planning Corporation is now part of the MCF Advisors family.
While the MCF Advisors name may be new, everything you value about your relationship with the Wealth Planning Corporation team remains the same. You’ll continue to receive the same personalized support and guidance you trust and rely on— now strengthened by added resources, expanded services, and the collective expertise of the MCF Advisors team.
Much like Wealth Planning Corporation, MCF Advisors is a client-first business at its core. This partnership between like-minded, talented professionals allows us to strengthen our collective abilities and continue to guide you on the path toward your financial goals, helping to provide peace of mind every step of the way. We are truly honored to be part of your financial journey and look forward to continuing to serve you in this exciting new chapter.
Continue Accessing Your Accounts
For legacy Wealth Planning Corporation clients, we want your transition to MCF Advisors to feel simple and seamless. You can continue to access your existing client portals through the secure links below.
Stay Connected with Your Team
You can continue to reach us at (513) 733-1750 or feel free to use our direct lines provided below.
Angela Dietrich
Director of Client Service | Partner
(513) 776-7889
adietrich@mcfadvisors.com
Tim Dougherty, CFP®
Financial Advisor
(513) 776-8132
tdougherty@mcfadvisors.com
Todd Lyon, CFP®
Senior Financial Advisor
(513) 776-1983
tlyon@mcfadvisors.com
Louann McNamara
Client Service Associate
(513) 776-8426
lmcnamara@mcfadvisors.com.
Noah Sayre, CFP®
Financial Advisor
(513) 776-7953
nsayre@mcfadvisors.com
Patrick Scarborough, CFA®, CFP®
Director of Investments
(513) 776-8059
pscarborough@mcfadvisors.com
Todd Steinbrink, CFP®
Regional Director | Partner
(513) 776-8505
tsteinbrink@mcfadvisors.com
Tricia Winterman
Client Experience Coordinator
(513) 776-7909
twinterman@mcfadvisors.com
Jerry Yox, CFP®
Senior Financial Advisor
(513) 776-8243
jyox@mcfadvisors.com
MCF Advisors
8370 E Kemper Rd.
Cincinnati, OH 45249
Our work has always been about more than managing money, it’s about the relationships we build, the trust placed in us, and in helping families plan for what truly matters. That commitment remains the focus of everything we do as we join MCF Advisors.
This partnership allows us to expand the depth of resources and expertise available to our clients while staying true to the values that have guided our firm from the beginning. We’re genuinely excited about what’s ahead and deeply grateful for the confidence and trust our clients continue to place in us.
- Todd A. Steinbrink and Angela Dietrich
We are excited to welcome you to MCF Advisors. We are proud to join forces with Wealth Planning Corporation, a team that shares our deep commitment to client service, integrity, and personalized financial leadership.
This partnership brings together decades of experience, expanded resources, and enhanced technology, all while maintaining the trusted relationships and individualized attention you’ve come to expect. Most importantly, the team remains dedicated to you and your financial goals, supported now by the broader capabilities of MCF Advisors.
Together, we look forward to building on Wealth Planning Corporation's strong foundation and continuing to help you plan confidently for your future. Thank you for entrusting us. We look forward to serving you.
– Dave Harris, MCF Advisors CEO and Managing Partner
