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Introduction
WHITMAN FINANCIAL SERVICES, LLC. is a leading financial services firm that provides expert guidance to clients in managing their finances. With a team of experienced advisors who specialize in various aspects of finance, WHITMAN FINANCIAL SERVICES, LLC. is dedicated to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
WHITMAN FINANCIAL SERVICES, LLC. helps clients in various ways to manage their finances effectively. The following are some key takeaways from their services:
- Personalized financial planning to suit individual needs and goals
- Expert advice on investments, retirement planning, tax planning, and estate planning
- Regular portfolio reviews to ensure optimal performance and adjust strategy as needed
- Access to a wide range of financial products and services from reputable providers
- Continued support and guidance to clients throughout their financial journey
Facts and Insights
WHITMAN FINANCIAL SERVICES, LLC. has been providing financial advice since its inception in 2005. With over 15 years of experience in the industry, the firm has gained valuable insights and expertise to help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | 10 million | 3 |
| 2020 | 100 million | 15 |
Financial Services Offered
WHITMAN FINANCIAL SERVICES, LLC. offers a comprehensive range of financial services to address the diverse needs of clients. Some of the services provided by the firm include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
- Financial education and seminars
Client Types
WHITMAN FINANCIAL SERVICES, LLC. caters to a wide range of clients, including individuals, families, and businesses. The firm believes in building long-term relationships with clients and providing them with personalized financial services based on their unique needs and goals.
Fees & Compensation
WHITMAN FINANCIAL SERVICES, LLC. follows a transparent fee structure, and clients are informed about all charges and fees before entering into any agreement. The firm’s compensation is primarily based on a percentage of assets under management, ensuring that the advisors’ interests align with the clients’ interests.
Background
WHITMAN FINANCIAL SERVICES, LLC. was founded by John Whitman, a seasoned financial advisor with over 20 years of experience in the finance industry. John started the firm with the vision of providing unbiased and personalized financial services to clients, free from the conflicts of interests common in the industry.
Financial Advisor Disclosures to Know
WHITMAN FINANCIAL SERVICES, LLC. is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm and its advisors adhere to all regulatory guidelines and have a clean record with no disciplinary actions.