As the world has changed around us, Whitney & Company has evolved, too.
Founded in 1975, Whitney & Company is a Rochester-based Independent Registered Investment Advisor (RIA) built on long-term client relationships. Our strictly fee-based model frees us from the pressure of product sales, so the only thing driving our advice is our pure commitment to you. Everything we do springs from a genuine caring for our clients. Although we primarily provide investment management services, our holistic approach to clients’ financial lives also covers retirement planning, Social Security maximization, Medicare options, estate planning, insurance evaluation, and other financial situations that arise.
Mature. Steady. Reassuring. When you sit down at the table with us, you’re in the company of a team that has a combined 125 years’ experience. Our professionals carry today’s most trusted credentials (including CFA®, CFP™, CPA, and MBA). And each knows how to make the landscape clear for you.
A fun look at what Whitney & Company team members support / enjoy in the community