MCF Advisors, a Kentucky-based registered investment adviser serving families, business owners and retirement plan sponsors, has acquired Cincinnati-based wealth management firm Wealth Planning Corporation, which oversees approximately $617 million in assets under management.
The transaction expands MCF Advisors’ presence in the Greater Cincinnati market and adds a nine-person team from Wealth Planning Corporation to the firm. As part of the deal, Wealth Planning Corporation President Todd Steinbrink joins MCF as regional director and partner, while Vice President of Operations and Relationship Management Angela Dietrich joins as director of client service and partner. Both will continue working with clients and supporting the Cincinnati team.
The acquisition closed on February 27, 2026. Following the deal, MCF Advisors’ total assets under management increased to about $4.7 billion. The transaction marks the firm’s second acquisition since partnering with Wealth Partners Capital Group and the Aspire Holdings platform of HGGC in March 2025 as part of a minority investment in the firm.
Founded in 2004 and headquartered in Lexington, Kentucky, MCF Advisors provides investment management and wealth planning services to individuals, families, business owners and institutional retirement plans through a team-based advisory approach.
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“MCF is pleased to welcome the WPC team to the firm. Todd, Angela, and their team share MCF’s beliefs in personalized service, comprehensive planning and giving advisors the autonomy to do what’s best for their clients. Bringing their team into MCF allows the firm to further expand within the Cincinnati market while continuing to grow in a disciplined and intentional way.”
Dave Harris, CEO And Managing Partner Of MCF Advisors
“MCF offers the best of both worlds for our clients and our team. MCF is a large firm with a deep bench of talent and comprehensive resources, however it still provides the personalized care and attention one would expect from a boutique firm. Partnering with MCF gives us confidence that we can continue delivering the high-touch experience our clients expect – now and into the future.”
Todd Steinbrink, President Of Wealth Planning Corporation
“WPC has always been committed to helping families plan across generations. Generational planning requires depth of resources and talent, a consistent and repeatable service model, and a team built to support clients over the long term. Joining MCF strengthens our ability to deliver on that commitment to multigenerational planning—both for the families we serve and the team supporting them.”
Angela Dietrich, Vice President Of Operations And Relationship Management At Wealth Planning Corporation
“This transaction highlights MCF’s ability to identify and align with firms that share its values and long-term vision. WPCG looks forward to supporting MCF as the firm continues to execute its strategic growth plan.”
Nick Trepp, Partner And Head Of Corporate Development At Wealth Partners Capital Group
