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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18th Annual DFW Private Equity Forum Golf Tournament

Whitley Penn is a proud sponsor of the 18th Annual DFW Private Equity Forum Golf Tournament. The tournament benefits the Erin Tierney Kramp Encouragement Foundation.

Nov 13

18th Annual DFW Private Equity Forum Golf Tournament

Details

18th Annual DFW Private Equity Forum Golf Tournament

Nov 13
All Day | November 13
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FEI Manufacturing Forum – Dallas

Open to FEI Dallas Chapter members, and non-members with executive roles in the Manufacturing/Distribution sector.

Nov 13

FEI Manufacturing Forum - Dallas

Details

FEI Manufacturing Forum - Dallas

Nov 13
November 13 | 4:30 pm - 7:30 pm
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2018 Tax, Economic and Legislative Update – Dallas

More information coming soon!

Nov 27

2018 Tax, Economic and Legislative Update - Dallas

Details

2018 Tax, Economic and Legislative Update - Dallas

Nov 27
November 27 | 8:00 am - 12:00 pm
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2018 Tax, Economic and Legislative Update – Houston

More information coming soon!

Dec 5

2018 Tax, Economic and Legislative Update - Houston

Details

2018 Tax, Economic and Legislative Update - Houston

Dec 5
December 5 | 8:00 am - 5:00 pm