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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-27-2018
- Office Locations
- 1
Office Locations
About Wealth Planning Group
WPG Financial Group is an independent, fiduciary wealth management firm founded in 2005 that brings a boutique family-office approach. Based in Baltimore, the team provides strategic, specialized financial planning for individuals and business owners across retail and institutional relationships. Investment implementation primarily uses public funds and ETFs, with custody support including Charles Schwab and SEI.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEVEN JOSEPH GESSNER
Financial Advisor, General Partner
- CRD
- #2650114
- Ownership
- 50% but less than 75%
TODD FOSTER PARADISE
Managing Member, Partner
- CRD
- #4248813
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Patrick Bollinger
Financial Advisor
- CRD
- #6754992
Nicholas Paul Rumke
Associate
- CRD
- #7072307
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,954,448 | $230,546 |
| Non-Discretionary | $75,921,656 | $1,851,748 |
| Total | $360,876,104 | $282,597 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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