W. Brian Groner, CFP

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W. Brian Groner, CFP Brian Groner is VP of Investment Operations for WealthPlan Financial Group, LLC. WealthPlan Financial Group, LLC and Cambridge are not affiliated.

With a focus on industry best practices and grounded in the rules designed to protect the customer, you can trust Brian to manage your money with retirement goals in mind. A Financial services veteran, Brian has been providing financial advice and support since 1984. Currently he services a select number of clients and provides support and supervision for 50+ other financial services professionals. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research, Inc., a Registered Investment Adviser. Content provided via links to third party sites should not be considered an endorsement of third- party content. We make no representation as to the completeness or accuracy of information provided at these websites. Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.

09/25/2026

A signed revocable trust may accomplish little unless assets are coordinated, correctly titled, and reviewed when finances, property, residency, or family goals change.

08/18/2026

Fall presents an opportune time for Social Security Disability Insurance (SSDI) beneficiaries to consider returning to work. Ticket To Work offers resources.

07/16/2026

Estate planning helps you control the distribution of your assets after your death according to your goals and objectives.

06/16/2026

A gradual approach to retirement can be a positive experience for employees, employers, and customers.

05/12/2026

Business Insider has spoken with dozens of early retirees. Rather than focus on cutting back on small things, like coffee, they focus on 'the big three.' Trimming housing, transportation, and food costs could transform your finances.

04/14/2026

When your boss asks how much of your job AI can do, don't panic. Here's how to respond in a way that builds credibility instead of losing it.

03/17/2026

Landlords leased more space last year to service-oriented tenants than those selling products with wellness and fitness leading the charge.

02/03/2026

Social Security claiming is not one-size-fits-all. Learn how couples, cash flow, health, and survivor benefits determine the right filing age for you.

01/22/2026

Many Americans worry that long-term care expenses will cause them to run out of money. They also should wonder whether, after they are deceased, their children and estates might be required to pay for any long-term care they received. The trend in both federal and state law is to have children liabl...

12/16/2025

Each time we genuinely and thoughtfully engage with people around us, we feed a growing sense of mutuality.

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3540 Toringdon Way, Suite 200
Charlotte, NC
28277

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