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.

Meet the Financial Team Delivering Solutions

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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Dallas Tax, Legislative and Economic Update

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Jan 23

Dallas Tax, Legislative and Economic Update

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Dallas Tax, Legislative and Economic Update

Jan 23
January 23 | 8:00 am - 12:00 pm
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Fort Worth Tax, Legislative and Economic Update

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Jan 24

Fort Worth Tax, Legislative and Economic Update

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Fort Worth Tax, Legislative and Economic Update

Jan 24
January 24 | 8:00 am - 12:00 pm
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Houston Tax, Legislative and Economic Update

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Jan 25

Houston Tax, Legislative and Economic Update

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Houston Tax, Legislative and Economic Update

Jan 25
January 25 | 8:00 am - 12:00 pm
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TriQuest Cybersecurity Event
Jan 25

TriQuest Cybersecurity Event

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TriQuest Cybersecurity Event

Jan 25
January 25 | 8:00 am - 11:00 am