FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
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
Regulatory filings
Areas of specialty
- 401(k) Consulting
- Investment Management
- Wealth Planning
More about Whitney & Company
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 117307 | 8 |
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto 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.
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto 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.