Charles E. Prather IV, CFP®, CFA®
Wealth Advisor|Founding Partner - WealthPlan Partners
Kim Stoll, CFP®, BFA®
Certified Financial Planner - Independent Investment Services
Robert W. Taylor, CFP®
WealthPlan Partners - Managing Partner
Robert C. Keating
Senior Wealth Advisor - WealthPlan Partners
Michael Presti
Senior Wealth Advisor - WealthPlan Partners
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.