Find the Certified Financial Planner™
Who's right for you.

William R. Walters, III, CFP®, MBA

Wealth Planning Group, LLC

2625 Concord Pike
Ste C
Wilmington, DE 19803
Phone: (302) 477-0321
Fax: (302) 477-1101

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.