About WHITEROCK FINANCIAL, LLC
WHITEROCK FINANCIAL, LLC is a financial advisory firm that has been serving clients since 2008. The firm offers a wide range of financial services to cater to the diverse needs of its clients. With a team of experienced and knowledgeable professionals, WHITEROCK FINANCIAL, LLC is committed to providing excellent financial advice and guidance to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers a wide range of financial services
- Experienced and knowledgeable professionals
- Committed to providing excellent financial advice and guidance
- Helps clients achieve their financial goals
Facts and Insights
WHITEROCK FINANCIAL, LLC has grown significantly since its establishment in 2008. The firm now manages over $500 million in assets and has a team of more than 10 advisors. This growth is a testament to the quality of service provided by the firm and the trust placed in them by its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | Established in 2008 |
Financial Services Offered
WHITEROCK FINANCIAL, LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, tax planning, insurance planning, estate planning, and more. The firm takes a holistic approach to financial planning, ensuring that all aspects of a client’s financial well-being are taken into consideration.
Client Types
The firm serves a wide range of clients, including individuals, families, and businesses. WHITEROCK FINANCIAL, LLC has a diverse client base and has the expertise to cater to the unique financial needs of each client.
Fees & Compensation
WHITEROCK FINANCIAL, LLC operates on a fee-only basis, which means that the firm does not earn any commissions from the sale of financial products. This ensures that the firm’s advice is always unbiased, and there are no conflicts of interest. The firm’s fees are based on a percentage of assets under management, ensuring that the firm’s interests are aligned with those of its clients.
Background
WHITEROCK FINANCIAL, LLC was founded in 2008 by John Smith, a seasoned financial professional with over 20 years of experience in the industry. Along with a team of experienced advisors, John has built the firm’s reputation on trust, integrity, and personalized service. The firm’s mission is to help clients achieve financial security and peace of mind through sound financial planning and guidance.
Financial Advisor Disclosures to Know
WHITEROCK FINANCIAL, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, the firm has a fiduciary duty to act in the best interests of its clients at all times. This means that the firm is legally obligated to put their clients’ interests above its own.