Like a Family
Friend in Finance
As an independent Registered Investment Advisor, we put your family first. With a team of CFPs®, CFAs®, CPAs, and MBAs, we guide every financial decision, from retirement planning to taxes, tailored to your life.
Premier Independent Advisory Firm
50+
Years in Industry
2B$
AUM in 50 Years
500+
Happy Customers
Wealth
Planning
Your goals are yours and yours alone. That’s a truth we bring to every relationship.
Investment Management
Your personalized portfolio awaits. See what “fine-tuned” should look like.,
401(K)
Consulting
As a business owner, your employee benefits are a differentiator.
Holistic Management
A 360° approach to your financial life, intentional, and aligned with your priorities.
When we put your family first, every plan becomes more meaningful and every goal more achievable.
William Shaheen, CPA
President & CEO
Guidance that listens first. Strategies built around your goals, your worries, and your future — not a product list.
99%
Client retention rate
Reflecting decades of trust and long-term partnerships.
50 Years
Families & businesses
Consistent guidance through every market cycle
Whitney & Company helped us align our investments with our long-term goals while reducing financial stress
Michael Carter
CEO, Carter Design Group
2,000+
Retirement plans built
Decades of helping individuals retire with clarity and confidence.
95%
Retire on Time or Earlier
Strategic planning that keeps your goals on track.
We entered retirement feeling uncertain, but Whitney & Company gave us a clear roadmap.
Linda & Robert H.
Retired Teachers
