Wealth Planning and Design

Founded by Matt Rinker, CFP®, Wealth Planning and Design, LLC is a fiduciary financial advisory firm that specializes in creating personalized financial plans and managing investment portfolios for a select group of clients. The firm operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions or other third-party payments, which helps to align its interests with those of its clients. Their stated mission is to provide objective advice and a structured process—Discovery, Design, Deployment, and Dedication—to help clients achieve their financial goals.