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A New Perspective on Financial Planning

Deep Roots I Strong Branches

Fee-Only. No Commission 


As a fee-only wealth advisor, we do not sell securities or investment products or receive compensation from 3rd parties. The fee-only approach aligns our interests with yours.

Fiduciary Advisor


Fiduciary Duty to  Act in Your Best Interest

A fiduciary duty means we are legally bound to act at all times for the sole benefit and interest of our clients. This is the highest act of loyalty, trust and care under the law.

100% Independent


We are completely independent, so you don't have to worry about fund family allegiances or other corporate actions that could distance us from our clients. 



We Are Experienced

Financial Professionals

Aligning All Your Financial Matters

Your Partners in Prosperity

Whalen Financial is a team of Financial Advisors centered on investment management and financial planning. We built our practice on the hallmarks of commitment and dedication to our clients and their aspirations. 


SERVING OUR CLIENTS FOR TWO GENERATIONS IN 

OVER 25 STATES


We strive to earn a reputation for objectivity and empathy in the financial planning and investment management space. By providing independent comprehensive services, underpinned by extensive experience and a commitment to cultivating lifelong relationships with our clients, the professionals at Whalen Financial work toward proving themselves as exceptional advisors both in life and wealth. 

We take pride in creating and guiding you along a clear path while pursuing financial success, even when complex situations arise. Our team of experienced advisors are squarely focused on all aspects of your financial well-being, so you can focus on what matters most.

Our clients rely on us for personalized service, and we feel it is our duty and privilege to educate and empower them, providing confidence and financial understanding and protecting their interests while striving to cultivate healthy growth.