Updated October 02, 2023
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Whitney & Company

Investment Advisor Firm
Total assets under management$794M
Years in business49+

About Whitney & Company

Whitney & Company, founded in 1975 and headquartered in Rochester, is a trusted Independent Registered Investment Advisor (RIA) that places enduring client relationships at the heart of its mission. This distinguished firm operates under an exclusive fee-based model, devoid of any pressure for product sales, guaranteeing unwavering dedication to its clients' best interests.

With a profound commitment to their clients, Whitney & Company extends far beyond conventional investment management. Their comprehensive approach encompasses a wide spectrum of financial facets, encompassing retirement planning, Social Security optimization, Medicare options, estate planning, insurance assessment, and more.

At the core of their excellence is a team boasting an impressive cumulative experience of 125 years. These seasoned professionals, equipped with prestigious credentials such as CFA®, CFP™, CPA, and MBA, ensure clarity and confidence when navigating the financial landscape.

Whitney & Company tailors investment portfolios, carefully fine-tuned to individual goals and risk tolerance, determined through a wealth planning process. Recognizing the uniqueness of each client's objectives, their collaborative process begins with understanding your priorities and extends to coordinating with other financial professionals, such as attorneys and accountants, for comprehensive financial planning.

Beyond investment management, Whitney & Company excels in crafting retirement plans, ensuring simplicity and confidence for both employers and employees. Their equity investment philosophy revolves around identifying undervalued securities and primarily investing in high-quality, competitively advantaged companies that consistently deliver robust returns on equity.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. 401(k) Consulting
  2. Investment Management
  3. Wealth Planning

More about Whitney & Company

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1173078

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Whitney & Company.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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