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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0919
Mergers & Acquisitions 360
Sep 19

Mergers & Acquisitions 360

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Mergers & Acquisitions 360

Sep 19
September 19 | 11:30 am - 1:00 pm
0920
0923
Southwest Vet Symposium (SWVS) 2018
Sep 20

Southwest Vet Symposium (SWVS) 2018

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Southwest Vet Symposium (SWVS) 2018

Sep 20
All Day | September 20 - September 23
0922
0925
2018 IBAT Annual Convention

Whitley Penn is a proud sponsor of the 44th Annual Independent Bankers Association of Texas (IBAT) Convention. IBAT’s Annual Convention is a four-day event that takes an in-depth look at key issues impacting the banking industry, specifically those related to community banks. General sessions (often featuring renowned national speakers), learning labs, regulator roundtables and banker-peer […]

Sep 22

2018 IBAT Annual Convention

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2018 IBAT Annual Convention

Sep 22
All Day | September 22 - September 25
0925
0925
2018 Corporate Accounting Update – Dallas
Sep 25

2018 Corporate Accounting Update - Dallas

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2018 Corporate Accounting Update - Dallas

Sep 25
September 25 | 8:00 am - 12:00 pm