A complete list of active advisors currently associated with Whelan Financial

Warmer can help you find a great advisor at Whelan Financial or one who fits your needs even better.

Whelan Financial is an SEC‑registered advisory firm that provides wealth management, financial planning, and discretionary portfolio management to individuals (including high‑net‑worth clients) and to institutional clients such as 401(k) plans, defined‑benefit plans, nonprofits, and corporations. The firm also offers retirement‑plan services including participant education and acts as a 3(38) fiduciary for certain employee benefit plans. The firm integrates financial planning and investment management through a client‑approved Investment Policy Statement, with portfolios monitored daily and reviewed at least quarterly by advisors and the Investment Committee. Investment offerings range from diversified WF Portfolios and an actively managed Quality Stock Sleeve to direct indexing for taxable accounts and a laddered cash management approach, with portfolio construction informed by proprietary research and third‑party analysis. Distinctive features include two thematic, actively managed AI strategies — the WF AI Infrastructure Strategy and the WF AI Aggressive Growth Strategy — which apply defined selection criteria (e.g., meaningful AI revenue exposure, a typical market‑cap screening near $5 billion), position caps around 5%, and quarterly rebalancing and are intended for investors with higher risk tolerance. The firm also emphasizes tax‑aware investing (direct indexing and tax‑efficient rebalancing), provides ERISA 3(38) plan management, and disclosed a material change in ownership effective January 1, 2026.

To learn more about the advisors currently working at Whelan Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.