DEDICATION THAT BRINGS RESULTS

A firm commitment to our mission allows the professionals at Whitley Penn Financial to provide unparalleled service to clients. Our goal is to be the client’s most trusted advisor by anticipating changes in the financial environment and providing solid recommendations based on comprehensive research.

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PHILOSOPHY OF FOCUS

We utilize an academically-based investment approach called asset-class investing. This objective approach to portfolio construction cuts through the noise and confusion by focusing on what really drives investment return. At the same time, we strive to reduce overall risk and volatility in your portfolio, and simplify the investment process.

How We Help Reach Your Financial Goals

Delivering Comprehensive Financial Solutions

Our coordinated approach delivers tax-efficient planning that results in significant tax savings, asset protection and thoughtful expense structure. This approach allows us to deliver a superior total value and a strong probability of successfully achieving the client’s goals.

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Experienced Leadership

Our clients are our greatest asset. We exist as a firm to serve you. We hire the best of the best in order to provide superior service. At Whitley Penn Financial, our team of advisors and staff are dedicated to building a plan that is uniquely tailored to your personal objectives.

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Innovative Insights

The Informed Investor: Five Key Concepts for Financial Success

We recognize the challenges and opportunities presented in the evolving financial world. Our clients can access relevant material associated with strategies designed to navigate the planning process.

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UPCOMING EVENTS

Whitley Penn Financial is dedicated to helping individuals and businesses build their financial futures. To stay on top of industry trends and develop our professional skills, we regularly attend industry training and certification programs.

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Houston

Please join us for our Houston Public Sector CPE Event. Register by April 6th for early-bird pricing! To register or view more information, please click here.

Apr 27

Houston Public Sector CPE Event

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Houston Public Sector CPE Event

Apr 27
April 27 | 9:00 am - 4:30 pm
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Bennett’s Bash

Whitley Penn is a proud sponsor of St. Jude's Bennett's Bash.St. Jude Presents: Bennett's Bash celebrates the life of St. Jude patient BennettRead Bennett's story

Apr 30

Bennett's Bash

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Bennett's Bash

Apr 30
All Day | April 30
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0504
Texas Bankers Association Annual Convention

Whitley Penn is a proud sponsor of the Texas Bankers Association Annual Convention. Hear topnotch speakers, meet more than 100 industry exhibitors, network with peers, exercise your golf clubs, and enjoy an entertaining closing event. Don't miss TBA's biggest event of the year! For more information, please click here.  

May 2

Texas Bankers Association Annual Convention

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Texas Bankers Association Annual Convention

May 2
All Day | May 2 - May 4
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0503
2018 Dallas Employee Benefit Plan Conference

Please join us for the 21st Annual Conference on Employee Benefits and Retirement Plans. To register or view more information, please click here. CPE, PHR/SPHR and SHRM credit will be available.

May 3

2018 Dallas Employee Benefit Plan Conference

Details

2018 Dallas Employee Benefit Plan Conference

May 3
May 3 | 8:00 am - 4:30 pm