Do any of these sound familiar?

  • You want help or have questions about key financial decisions
  • You are focused on your values and the success of you goals
  • You are not just looking for the next “hot" stock
  • You are cautious because “advisors” talk a big game and you want some to back it up
  • You are looking for a long-term relationship with a planner and a firm that you can trust

 

If Any Of That Sounds Familiar… You’re In The Right Place


Whether You’re Just Starting Out Or Looking To The Next Chapter…

Our mission is to design and implement financial strategies for engineers and their families, while only paying what we are legally obligated to the IRS.

(Not an engineer? Thanks perfectly fine, we still may be a good fit.)

It All Starts With A Casual Conversation – Click The Button Below To Pick A Time To Chat

Discover If We Are a Fit


 

You have worked hard to get where you are, and deserve to feel confident that your next step is the right one.

Meet William Miller

Will is the founder and lead financial planner at WM Wealth Planning. After 5 years in the industry Will decided to start WM Wealth Planning so that he could service clients in the best way possible. He graduated from Wilkes University with a Bacholor’s in Management and from Scranton University with a Master's in Finance. 

Will helps client see through the media hype and the keep a clear head during times of fluctuations in the market. This way you can keep on track and reach your goals. Will excels in bringing new and creative strategies to our clients, while being able to take the complexities and break them down into simple and actionable items.