When you join other RIA’s it’s THEIR RIA

Todd Feltz Headshot

“The 21st Century has provided some frightening market conditions – a busted technology bubble, an attack on our country, a financial crisis and a heart-pounding 1,000-point single day drop in the Dow. Through it all, we have stood firm in our commitment to providing clients with a steadfast financial planning strategy that has evolved through years of analysis and development. This strategy is founded on the belief that Modern Portfolio Theory isn’t very modern and it provides systems, processes and technology to help take care of life’s little annoyances. I would like to share this strategy with advisors who are looking to get back to the reason they became advisors in the first place.”

–Todd Feltz

Join WealthPLAN Partners where you are an owner AND a partner, increasing the value and multiple of your business instead of someone else’s.

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