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Whitney & Company

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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.

401(K) CONSULTING

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

INVESTMENT MANAGEMENT

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

WEALTH PLANNING

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?

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