Our Difference

Seeking the right financial advisor can be an overwhelming process because there are so many options. How do you know which firm or approach is right for you when they all sound the same? Here are the 'We Believes' that make Whitford Financial Planning unique.

We Believe...

  • That Recommendations Should Be In Your Best Interest On A Fee-Only Basis.
  • That An Adviser Needs To Meet You Where You Are Through Listening And Empathy.
  • That After-Tax Returns Should Be The Focus Instead Of Trying To 'Out Smart' The Market.
  • That Low-Cost Investments Are The Best Way To Keep More Of What You Earn.
  • That Short-Term Market Volatility Should Be Properly Understood Before Long-Term Investing Can Begin.
  • That Financial Planning Should Be Kept Simple To Focus On One Step At A Time.

Related Article - What Whitford Financial Planning And Other Small Firms Can Offer That The Industry Giants Cannot

Our Commitment

CFP® - The Standard of Excellence & Ethics in Financial Planning

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What it Means to be a Fiduciary

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