Who We Are

Who We Are Banner

Whitley Penn Financial, LLP is a Registered Investment Adviser with the Securities and Exchange Commission that has offered high-quality financial services to a wide range of clients since its inception in 2000. We set ourselves apart from other financial firms by:

  • Focusing on achieving client goals; not rate of return
  • Understanding the power of comprehensive planning
  • Educating clients to maintain long term relationships
  • Coordinating seamless solutions with tax professionals
  • Delivering high probability of success
  • Offering specialized service lines to meet all client needs

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

OUR LEADERSHIP TEAM

Our clients are our greatest asset. We exist as a firm to serve you. Our belief in building a strong group of professionals is the foundation for providing superior service to our clients.

Meet the Team Delivering Solutions