Awards
2026 Forbes Best In State Wealth Advisor
Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor was recognized by Forbes as a 2026 Best in State Wealth Advisor.
2026 Forbes Best In State Wealth Management Team
WPMR has been recognized as a 2026 Forbes Best In State Wealth Management Team
2025 Forbes Best In State Wealth Advisor
Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor was recognized by Forbes as a 2025 Best in State Wealth Advisor.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor
B.J. Thompson
Financial Advisor
Kevin T. Myers, CFP®
First Vice President/Wealth Management, Financial Advisor
Avery Rodts, CEPA®
Vice President / Investments, Financial Advisor
Todd M. Phelan
Vice President / Wealth Management, Financial Advisor
Steven W. Edwards
Account Executive
Tricia M. Fleury
Account Executive
Cindy Hions-Dayoub
Account Executive
Amanda Medrow Myers
Financial Planning / Client Associate
Betty Ralph
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Todd M. Phelan Joins WPMR Wealth Management Group
Todd M. Phelan Joins WPMR Wealth Management Group.
Working With Our Team
Watch this video to learn about our team’s client service philosophy and what to expect when working with our team.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Two for Twenty Podcast
Episode 21 - Unlocking Tax Savings: Federal & Georgia Tax Credits for Smart Investors
Listen in to this quarter's 2 for 20 podcast with Scott Phelan and John Carson as they discuss tax savings.
Episode 20 - From Pre-Approval to Closing: Navigating Today's Real Estate Market
Listen in to this quarter's 2 for 20 podcast with Scott Phelan, Lindsay Dendy, Laura Hughen, and Mark Pago as they discuss today's real estate & mortgage landscape.
Episode 19 -The Big Beautiful Bill
Listen in to this quarter's podcast with Scott Phelan and CPA Justin Bailey as they discuss the Big Beautiful Bill.
Monday Morning Outlook
Strong Jobs Report Raise Odds of Rate Hike - September 8, 2026
Read this week's Monday Morning Outlook provided by First Trust.
Fedspeak's Back, And Warsh Is A Breath of Fresh Air - August 31, 2026
Read this week's Monday Morning Outlook provided by First Trust.
The Blame Game About Rising Yields - August 24, 2026
Read this week's Monday Morning Outlook provided by First Trust.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
Managing Finances in a New Marriage: A Checklist for Newlyweds
Marriage is more than a milestone—it’s a meaningful opportunity to align your financial lives and build a shared foundation. Use this checklist to coordinate accounts, clarify goals, and position yourselves to Plan for More together.
5 Top Cybercrime Trends—and How to Protect Yourself
From smart homes to digital wallets, more of our financial lives now live online. While technology creates convenience, it also creates opportunities for cybercriminals. Staying informed about evolving threats—and taking proactive steps—can help you protect one of your most precious assets: your personal and financial information. Here are five cybercrime trends to keep on your radar.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.