Whelan Financial

Whelan Financial is a financial services startup that prioritizes client satisfaction. Established in 1988, the company operates as a fee-only Registered Investment Advisory firm. With a strong commitment to ethical standards and fiduciary responsibility, they offer financial planning and investment management services to a diverse client base, including individuals, families, trusts, and qualified plans across the United States. Their approach involves upholding CFP® Board of Standards principles and the Investment Advisor’s Act of 1940. The company's slogan "A Registered Investment Advisor" emphasizes their focus on professional standards and client-oriented service. Their website, whelanfinancial.com, showcases the firm's expertise in crafting tailored financial plans for wealth management, retirement, and employee benefits.