At Whittenburg Wealth Partners, we understand your desire to preserve your financial future. Our job as your financial planner and advisor is to help point you in the right direction. We endeavor to break down every investment opportunity and aspect of financial planning, so you can clearly understand their value to your long-term objectives. We coordinate with professionals whose expertise is necessary to support your goals. More importantly, we're here to drive your plans and vision forward.
We know your success is more meaningful if you can share it with your family, your community and anyone else you choose. With that in mind, we've created a Live it Forward Process, in which we listen to your dreams and goals, and work to simplify the financial plan suitable for you. Our combination of thoughtful planning, wealth management and diligent actions can help you feel confident to start pursuing your passions today, instead of waiting until after you retire. Live the life you want as you move forward.
Sound wealth planning is designed to make pursuing your passions today possible. We help you live the life you want while solidifying your financial future with our financial and business planning services.
Many people want to be sure of their financial future — that they can take care of themselves and their family, as well as give back to their community. With a comprehensive financial plan, you can steer your future in the direction you want, regardless of the challenges that may come your way. We're here to help you draft that plan.
Business Owner Planning
It's typical for business owners to have a complex financial situation that needs customized wealth management solutions. Our job is to help them determine a path that allows them to work towards financial independence both in their personal and business lives.
We also specialize in:
We have a simple, six-step process that focuses on listening to your financial goals, coming up with a plan that suits those goals, and drives that plan toward your financial independence.
Our company strives to bring the clarity and confidence needed to create a financial plan that works for you. We bring valuable financial advice — one that can allow you to start living your passions today.
As a financial advisor, we focus on your best interests and those of your family as we work to address all your financial planning needs and drive your vision forward.
All questions and inquiries are welcome. We will respond within 24-hours, and do our best to educate and empower you based on the challenge or opportunity at hand. Our practice is currently accepting new clients.