WealthPlan Group · Sioux Falls, South Dakota
WealthPlan
Sioux Falls
Independent advisors serving families, retirees and business owners across the Sioux Falls region and eastern South Dakota, backed by the full depth of a national firm.
A Familiar Presence in Sioux Falls
For more than three decades, this team has helped families, retirees and business owners turn a lifetime of saving into dependable, lasting income, built on a simple idea: people make better financial decisions when someone takes the time to teach them.
For years, families, retirees and business owners across Sioux Falls and eastern South Dakota have turned to this team from our office on Bur Oak Place, the same familiar faces, year after year.
As part of WealthPlan Group, a local relationship carries the weight of a national firm, specialists in investments, tax, estate and retirement planning stand behind your advisor.
How we help↗The WealthPlan Sioux Falls Team
Marc Geels, CFP®, BFA™
CFP®, BFA™
Partner & Senior Wealth Advisor
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Dana Baldridge, CFP®, CPWA®, RICP®, BFA™
CFP®, CPWA®, RICP®, BFA™
Partner & Senior Wealth Advisor
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Dr. Don Heilbuth
Wealth Advisor
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Toby Horsley, CFP®
CFP®
Associate Wealth Advisor
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Simeon Moes, CFP®, ChFC®, CRPC®
CFP®, ChFC®, CRPC®
Wealth Advisor
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Rebecca Suhr
Office Administrator
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Leslie Gray
Client Relationship Manager
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Beth Wieseler
Operations Specialist
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Kyle Hanson
Operations Specialist
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Jessica Hordusky
Client Relations Associate
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Shaniah Ellis
Senior Client Service Associate
View profileComprehensive Planning, Delivered Locally
Everything starts with your goals. From there we coordinate the pieces, investments, tax, estate and retirement income, into one clear plan built around the life you are working toward.
Wealth Management
Coordinated oversight of the whole financial picture.
Learn more →Financial Planning
A plan built around the way your life actually unfolds.
Learn more →Investment Management
Disciplined, objective portfolio management.
Learn more →Tax Planning
Forward-looking strategies to keep more of what you earn.
Learn more →Estate Planning
Structuring what you leave and how you leave it.
Learn more →Retirement Plan Solutions
Confidence about the years that matter most.
Learn more →Marc on Money · Podcast
Retirement planning, in plain language
Each week, Marc Geels and the team unpack retirement, income and investing in a fast-paced, jargon-free format, the questions clients actually ask, answered the way you would hear them across the table.
Listen on Apple Podcasts
Podcast▶
Marc onMoneywith Marc Geels, CFP® · New episodes weekly
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Begin a Conversation with the Sioux Falls Team
No pressure, no obligation. Tell us what you are working toward and we will take it from there.
Schedule a ConversationWealthPlan Group Sioux Falls
5024 Bur Oak Place, Suite 106 Sioux Falls, SD 57108