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More than a Financial Advisor.


A Message from our CE0

The financial and retirement landscapes have evolved; you should too. What does every successful publicly-traded company have in common? They develop a comprehensive, knowledgeable, and forward-thinking Board of Directors to surround the CEO and help make their vision a reality. This is how we have built Whalen Financial – you are the CEO of your financial future and we are your personal Chief Financial Officer (CFO).
The longest relationship you will have in your life is with your money – your finances. As your personal CFO, we help build a Board of Directors to enhance your relationship with your finances. Our goal is to help you understand and take control of your financial future and simplify the complex world of financial planning.

You deserve more than a financial advisor.


Your Personal CFO

At Whalen Financial, we listen carefully to grasp your current needs and future aspirations. As your personal CFO, our professionals customize, coordinate, and continuously monitor an individualized financial plan for your lifetime.

You deserve more than a financial advisor. You deserve a Personal CFO.

We find joy taking tasks off your plate and providing thoughtful support and experience. We never forget the human element of what we do, thinking ahead to plan for the highs, lows, and everything in-between. We welcome you to reach out with any questions you may have about us and our process.


Why Us?

At Whalen Financial, we embrace our fiduciary responsibility as financial planners. For over two generations, our experienced team of associates have navigated the ever-changing financial landscape with our clients’ best interests in mind, while always making them feel like family.

Our goal is to exceed your expectations every step of the way. As your trusted Personal CFO, we promise to remain proactive in helping you reach your higher purpose through trust and transparency. Partner with Whalen Financial today and let us show off our passion for serving you.



Download our latest Whalen Financial eBook for free!

7 Principles of

Long Term Investing

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Hiding your money under a mattress, as an investment strategy, is probably not a good idea.


You can't afford to miss this:

  • Allocating your assets
  • Taking advantage of opportunities
  • Understanding what you own 
  • Considering starting early
  • Inflation vs. Investing 




Securities offered through LPL Financial, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, IA, ID, IL, IN, LA, MA, MI, MD, MO, MS, NC, ND, NV OH, OK, OR, SC, TN, TX, UT, VA, WA, WI & WY