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.
Global equity markets posted another quarter of solid gains and added to a dramatic 18-month performance rebound. A continued rally in the stock prices of