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Our Associates

William R. Walters, CFP®, MBA

Financial Advisor

484-800-8038

484-574-8941

wwalters@wealthplanninggroupllc.com

Bill Walters is President and Founder of Wealth Planning Group, LLC, a Financial Planning Firm located in Chadds Ford, PA. Bill has been helping retirees and pre-retirees for the past 33 years. His main goal is to help his clients...

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Rosemary Mullins

Planning Associate

484-800-8038

484-574-8941

My career has been varied, working in the restaurant and retail sector, a non-profit museum, and finally, the financial services sector where I have been for working 23 years. I advanced through the ranks as an administrative assistant...

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Ryan M. Walters

Administration Associate

Assist managing partner with developing prospects and clients. He also manages client service. Currently attends Penn State University, Brandywine Campus.

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