Believe it or not, WHITCOMB & HESS, INC. has been serving clients in the financial industry for over 25 years. With their extensive experience and expertise, they have become one of the top financial firms in the industry.
How does the advisor help clients – Key Takeaways:
WHITCOMB & HESS, INC. is dedicated to helping clients achieve their financial goals with personalized and comprehensive strategies. Their team of experts offers a wide range of financial services and solutions, tailored to each client’s unique needs and objectives.
- Extensive experience and expertise in the industry.
- Personalized and comprehensive financial solutions.
- Team of experts dedicated to helping clients achieve their goals.
Facts and Insights
Here are some key facts and insights about WHITCOMB & HESS, INC.:
- Founded in 1995, they have been serving clients for over 25 years.
- One of the top financial firms in the industry with a long-standing reputation for excellence.
- Highly experienced team of financial experts.
- Committed to staying up-to-date on industry trends and changing market conditions.
Assets Under Management, Number of Advisors and Time in Business:
In order to provide top-notch services and solutions, WHITCOMB & HESS, INC. has a significant amount of managed assets and a team of experienced advisors:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 50+ | Over 25 years |
Financial Services Offered
WHITCOMB & HESS, INC. offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth preservation
Client Types
WHITCOMB & HESS, INC. caters to a diverse range of clients, including:
- Individuals and families
- Corporate executives
- Business owners
- Retirees
- Non-profit organizations
Fees & Compensation
WHITCOMB & HESS, INC. operates on a fee-only compensation structure, meaning they do not receive commissions or other forms of compensation from product sales. This ensures that their recommendations are solely based on the best interests of their clients.
Background
WHITCOMB & HESS, INC. was founded in 1995 by John Whitcomb and Susan Hess, both highly experienced and respected financial experts in the industry. The firm has grown over the years, while maintaining their commitment to providing top-notch, personalized services to their clients.
Financial Advisor Disclosures to Know
WHITCOMB & HESS, INC. is continuously committed to maintaining the highest level of transparency and integrity with their clients. As an SEC-registered investment advisor, they are required to disclose any potential conflicts of interest and adhere to strict ethical standards.