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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DFW Public Sector CPE Event

Please join us for our DFW Public Sector CPE Event. To register or view more information, please click here.

Apr 20

DFW Public Sector CPE Event

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DFW Public Sector CPE Event

Apr 20
April 20 | 8:30 am - 4:00 pm
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2018 Austin Bench Bar Conference

Whitley Penn is a proud sponsor of the 2018 Austin Bench Bar Conference. The Austin Bar Association and AYLA Foundation’s annual Bench Bar Conference provides local attorneys and judges the opportunity to interact outside the courtroom in a casual, discussion-oriented environment. For more information, please click here.

Apr 13

2018 Austin Bench Bar Conference

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2018 Austin Bench Bar Conference

Apr 13
All Day | April 13 - April 14
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North Austin Growth Summit

The Domain is the geographic center of the developed Austin area, and its strong retail footing has corporate tenants and flocking to this part of the region at record levels earning the area its new moniker of being Austins second downtown. As more skyscrapers and exciting mixed-use projects pop up in and around The Domain, […]

Apr 20

North Austin Growth Summit

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North Austin Growth Summit

Apr 20
April 20 | 11:00 am - 1:00 pm
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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