Call Us For Any Question: (585) 232-6200     E-Mail : [email protected]

Follow Us

logo (2)
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

Q1 2023

After a difficult 2022, both stocks and bonds got off to a strong start in the new year. Softer-than-expected data on inflation in January led

Read More »
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

Read More »
No more posts to show

Subscribe to Our Newsletter

Subscribe to Our Newsletter

Get In Touch

We will respond to your message as soon as possible.


Like a Family Friend in Finance

© 2021 Whitney & Company