Founded in 2011
Whitney & Company is a SEC Registered Investment Advisor, founded in 1975 and serving as Independent Fiduciaries.
100 years of experience
We have a team of financial professionals – each with 20+ years of experience through multiple market cycles.
$500M in asset management
We have $500 million in assets under management with a simple, transparent fee based on fixed & of assets under management.
100% employee owned
This gives each employee of our company an opportunity to share equity ownership of Whitney & Company
Over 400 satisfied clients
Our great team manages 400+ client relationships, providing services of Investment Management and Financial Planning.
30+ year track record
With a light motive that we are here to serve, not to sell – we manage to have a 30+ years track record for delivering world-class services.