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.
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.
“We offer a highly diversified investment approach that offers objective and unbiased advice and solutions to problems, instead of selling you products that benefit the advisor more than the investor.”
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.
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.
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.
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.
Whitley Penn is a proud sponsor of the 2018 Dallas Healthcare & Retirement Plan Summit. The summit is an educational workshop for Finance, Human Resource & Benefit Executives, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. Topics of Discussion: Convergence of Healthcare & Retirement Washington Update: The Need-to-knows for Plan Sponsors […]
2018 Dallas Healthcare & Retirement Plan Summit
Please join us for the 21st Annual Conference on Employee Benefits and Retirement Plans. CPE, PHR/SPHR and SHRM credit will be available. Click here to register.
2018 Houston Employee Benefit Plan Conference
The Houston Intellectual Property Law Association is an organization of Intellectual Property lawyers and law student affiliates primarily in the Houston, Texas area. Through regular meetings, sponsored CLE opportunities, and amicus briefs, HIPLA promotes the development and understanding of Intellectual Property Law. Whitley Penn is a proud sponsor of HIPLA's Annual Golf Tournament. For more […]