Services Banner

Whitley Penn Financial is prepared to assist our clients by providing value added services. Our team of credentialed professionals can help by assessing your needs and applying our knowledge of a wide range of specialized services.

Below are some of the services Whitley Penn Financial provide to our clients:

What can we do to assist you? We invite you to contact us directly to find out how we may help you reach your financial goals. The professionals at Whitley Penn Financial are happy to assist you in any way that we can.

Have questions about a service? Please contact us at


Your Whitley Penn Financial Team believes in a holistic approach to building and preserving the wealth you have worked hard to accumulate. We don't focus only on the investments in your portfolio; but instead adopt a more comprehensive perspective. Building on our core asset class investing philosophy, we combine a prudent investment strategy with a well-coordinated, wealth management plan to ensure your financial health.

See Our Asset Management Services

Estate Planning

Leaving a legacy is one goal that is often under emphasized in the overall financial plan. It is not exactly a comfortable proposition to plan for things that will happen when you are no longer living, but advanced preparation can save your heirs a huge burden after you are gone. Estate planning can be incredibly complex, requiring a broad range of legal, accounting, investment and insurance experts working to set out an estate plan to ensure care for your family or business.

See Our Estate Planning Services

Financial Planning

We want to be your family's trusted financial team. We can help you understand and weigh the many important financial decisions that will affect your family now and for generations to come.

See Our Financial Planning Services

Insurance Services

Whitley Penn Financial works with both individuals and families to develop a financial plan that will protect your family or business. We feel that while providing long-term security is the primary reason for owning life and disability insurance, it can also function to offset estate taxes, provide income lost due to sickness or injury and enhance your overall investment portfolio.

See Our Insurance Services

Qualified Retirement Plans

Our consultative approach to designing the right plan for your company's size and growth dynamic is far more personal than the standard approach of constraining the company within a ready-made template: we create a unique plan custom tailored to your company rather than taking a cookie-cutter approach.

See Our Qualified Retirement Plans Services