A complete list of active advisors currently associated with Whitwell Advisors

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

Whitwell & Co. serves individual and high‑net‑worth clients, businesses and pension/profit‑sharing plans, as well as financial intermediaries and affiliated investment adviser representatives. The firm offers discretionary portfolio management, financial planning and consulting, family office services, and ERISA‑related plan advice and participant education. Its investment programs include ETF‑based Moderate Growth and Total Growth models that may also hold selective individual and preferred stocks, with further customization available for larger accounts and access to non‑traditional and tax‑alpha investments. Whitwell relies on fundamental, technical and macroeconomic analysis, uses licensed or proprietary planning software, and provides ongoing planning through a membership program (The Planning Club) as well as standalone consulting projects. Whitwell operates six offices and functions as a corporate RIA to affiliated IARs, providing investment models, operational support and compliance oversight — a structure that is not common among similar team firms. The brochure also highlights that the firm hosts educational seminars and has recently added a dual ERISA fiduciary service offering for plan sponsors and participants, with written policies to address the resulting conflicts of interest.

To learn more about the advisors currently working at Whitwell Advisors, 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.