Whelan Financial is a registered investment adviser (RIA) that operates as an independent, fee-only firm. The company specializes in providing comprehensive wealth management solutions to a select group of affluent families, individuals, and business owners. Their core mission is to serve as a fiduciary, offering objective advice and personalized strategies in areas such as financial planning, investment management, retirement planning, and tax strategy. By being fee-only, they aim to eliminate conflicts of interest associated with commission-based compensation, aligning their success directly with their clients' financial well-being.

Founded in

United States