Wealth Management Partners was found in 2001 with the purpose of helping clients be prudently invested utilizing Nobel Prize winning academic strategies. Eliminating the need to use the traditional and failed approaches of investing. Since most investors fail to capture a market rate of return utilizing speculative strategies,( market timing, stock selection, past performance) WMP offers clients the ability to invest their money in global capital markets using a structured, disciplined and passive methodology.

Since 1999 Wealth Management Partners have helped many clients embrace the power of global free markets through prudent diversification. This investment approach relies on academic strategies developed by the top minds in investment finance. The Efficient Market Hypothesis, Modern Portfolio Theory and The Three Factor Model serve as the foundation of prudent investing without the need to employ speculative techniques such as technical analysis.

Wealth Management Partners is a Registered Investment Advisor, therefore their complete fiduciary responsibility is to our client, Not to a Bank, Broker Dealer or Insurance Company.

Simply put we do not get paid to sell.  We are paid for our advice.  That allows us to always do the best thing for our client, even if that means doing nothing.

Our Team

Jon Bucklin, CFP®, RFC Jon Bucklin has been working with clients since 1981. He uses education and academic investment policy to help investors achieve freedom and peace of mind. As president and founder of Wealth Management Partners, LLC, Jon is a pioneer of the Investor Coach Approach ™ to wealth management. He specializes in structuring market portfolios, planning for retirement, and helping clients understand the human side of investing. More About Jon

Daniel J. O'Toole Daniel J. O'Toole, born 1959, is an Investment Adviser Representative and Financial Planner. Dan graduated from Michigan State University in 1982 with a Bachelor of Business, majoring in Accounting and Finance. More About Daniel

David T. Palmer, MBA David T. Palmer is a senior associate with Wealth Management Partners. He has spent 19 years in the financial services industry providing retail investment planning and wealth management services to clients. More About David