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There’s a moment when things click. Your face lights up. Someone gets you. Understands your dreams—and what keeps you up at night. That’s the difference at Whitney & Company. As a Registered Investment Advisor, we’re here to listen to you and put you first, free from the obligations of any investment brand or fund family. The only family that matters here is yours. Our seasoned team of CFPs®, CFAs®, CPAs, and MBAs can help you with every financial consideration, from retirement planning to tax time, all tailored to your life.

Our Services

Whitney & Company helps every client realize their aspirations so that they can live their best life.
The firm is here to make clients’ lives easier by taking the emotion and worry out of their finances.



As a business owner, your employee benefits are a differentiator.


Your personalized portfolio awaits. See what “fine-tuned” should look like.



Your goals are yours and yours alone. That’s a truth we bring to every relationship.

Questions? Answers.

What’s the difference between RIA vs FA? Why consider an RIA firm?

News And Education

Welcome 2022

First Quarter of 2022

The first quarter of 2022 was uniquely challenging as most major asset classes turned in negative returns, and asset classes that have historically provided stability

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Business People Analyzing Marketing and Finance Report

4th Quarter of 2021

If you follow U.S. financial media, you might be surprised to know that financial markets turned in somewhat mixed results in 2021. U.S. equities, which

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2nd Quarter of 2021

Financial markets followed through on recent momentum to generate strong returns for investors in the second quarter of 2021. Equity markets in the U.S. led

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