Whalebone Advisory, LLC is an independent, fee-only Registered Investment Adviser (RIA) based in Nantucket, Massachusetts. The firm is legally bound by the fiduciary standard, obligating it to act in its clients' best interests. Whalebone Advisory provides a suite of services including financial planning, investment management, tax planning, and estate planning, primarily tailored for individuals and families seeking objective, long-term financial guidance.

Founded in

United States