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Comprehensive Financial Advice

Confidence | Clarity | Compassion


No matter what path you're on, knowing where you're going makes the journey much more enjoyable and much less stressful.

You Deserve Personal Wealth Management 

Tailored to Solve:

Wealth Enhancement

We will seek to produce the best possible investment returns consistent with your level of risk tolerance and to minimize the tax impact on those returns.

Wealth Transfer

We will facilitate the most tax-efficient way to pass along assets to succeeding generations, and do so in a way that meets your wishes. 

Wealth Preservation

You've worked so hard to build your legacy, let's make sure it is properly protected. We will work with your estate planning attorney and other advisors to help preserve your wealth.

Our Wealth Management 

Solutions Include:

Retirement Planning

Establishing a Whalen Financial plan is the first step in building your financial foundation. We take the time to get to know all the important details of your financial life and goals. From there, we apply the experience of our advisors and insurance specialists to create a retirement plan designed to help work toward your desired lifestyle.

Income Planning

Generating income for retirement is a cornerstone for the majority of retirees. When to take that income and where to distribute it are critical questions that must be answered. At Whalen Financial, we create an income plan to assist you in analyzing your assets and providing  a roadmap for your portfolio, pension, and Social Security income.

Investment & Portfolio Management

Not everyone needs a financial plan. For those clients who only require investment management, the investment platform offers a wide variety of institutional money managers. Driven by your individual goals, our financial planners will build an asset model for you and actively manage your portfolio.

Estate Planning

At Whalen Financial, we employ customized estate planning strategies to ensure our clients wishes for their estate are fulfilled. Our team of specialists can design and implement the right strategies to meet every need. Our areas of experience include: 

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Life Insurance Trusts
  • Charitable Trusts
  • Business Succession 

Whalen Financial does not provide legal advice or services.  Please consult your legal advisor regarding your specific situation. 

Tax Planning

A Whalen financial advisor will be responsible for collaborating with the rest of the team to create a plan that co-exists with your investment and estate goals. In an ever-changing tax environment, it is not just how much you make but rather how much you keep that is important to the success of your financial roadmap. Our areas of experience include:

  • Audits & Reviews
  • Business / Personal Tax Planning*
  • Charitable Gift Planning
  • Estate & Trust Planning
  • Notary Public


Strategies to Manage, Preserve

And Transfer Wealth

Fee-Only Financial Planning Company, No Hidden Charges

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