Whitley Penn Financial, LLP is a fee-only wealth management firm and a subsidiary of Whitley Penn LLP, a prominent public accounting and consulting firm. Established to complement the tax and consulting services of its parent company, the firm provides integrated financial planning and investment management services. Operating as a fiduciary, Whitley Penn Financial focuses on creating customized, strategic financial plans to help clients achieve their long-term goals, from retirement and estate planning to investment portfolio management.

Founded in

United States