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

Please join us for a Mergers and Acquisitions Monthly Series on September 26th located at Stonebriar Country Club. For more information, please email marketing@whitleypenn.com.

Sep 26

Mergers and Acquisitions 360

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Mergers and Acquisitions 360

Sep 26
September 26 | 11:30 am - 1:00 pm
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Southwest Veterinary Symposium Tradeshow

Whitley Penn is proud to sponsor the Glenn and Carre Hanner at the Southwest Veterinary Symposium Tradeshow, September 27th!

Sep 27

Southwest Veterinary Symposium Tradeshow

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Southwest Veterinary Symposium Tradeshow

Sep 27
All Day | September 27
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Fort Worth
Sep 28

2017 Whitley Penn Fort Worth Energy Seminar

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2017 Whitley Penn Fort Worth Energy Seminar

Sep 28
September 28 | 8:30 am - 4:30 pm
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Houston

Whitley Penn is proud to serve in the Texas Municipal League as a contributor and sponsor in Houston, Texas. Booth #1752, October 4th-6th.

Oct 4

Texas Municipal League Conference

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Texas Municipal League Conference

Oct 4
October 4 - October 6 | 8:00 am - 12:00 am