A complete list of active advisors currently associated with Whitman Financial Services, LLC

Warmer can help you find a great advisor at Whitman Financial Services, LLC or one who fits your needs even better.

Whitman Financial Services provides financial planning and consulting to individuals — including trusts, estates, retirement plans and certain high‑net‑worth clients — rather than offering discretionary portfolio management or custody of client assets. Engagements range from comprehensive plans covering retirement, estate, tax and investment matters to limited-scope consulting, with periodic reviews and implementation coordination handled through separate arrangements. The firm’s approach relies on fundamental analysis and the selection of mutual funds and exchange‑traded funds, with attention to manager tenure, expense ratios and performance metrics, and typically recommends long‑term target asset mixes with periodic rebalancing. Whitman also analyzes municipal securities and variable annuities when appropriate and uses third‑party custodians and broker‑dealers (including LPL Financial) for execution and account reporting. Distinctive features include that Whitman does not charge percentage‑of‑assets fees; instead it bills planning clients on an hourly or fixed‑fee basis, and it may receive brokerage or insurance commissions through associated persons who are registered with LPL Financial. The firm’s brochure also discloses that associated persons perform tax services as Enrolled Agents and that an associated person is an attorney and owner of a law firm, which are atypical affiliations for peers and introduce additional disclosed conflicts of interest.

To learn more about the advisors currently working at Whitman Financial Services, LLC, 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.

You can also browse Whitman Financial Services, LLC's office locations.

Name	Location	Years of experience
Dallas Coffman	North Reading, MA	46
Lyn Parker	Wakefield, MA	13

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support