Our Team is Your Team

You + Financial Planner 

 Realtor - Tax Preparer - Insurance Agent - Estate Lawyer - Banker

“It is amazing what you can accomplish if you do not care who gets the credit.”

– Harry S Truman

Deciding to work with Whitford Financial Planning is inviting us to be part of your team. As an independent, fee-only advisor our focus will be on your goals and dreams and helping to make them a reality. 

We also believe in surrounding you with other professionals when necessary to execute parts of your financial plan.

Our Experience

"The most fulfilling aspect of financial planning is being able to create peace of mind for others. People are always going to worry about their finances to a certain degree, but I strive to give them confidence to make smart decisions that will improve their overall financial position."

-Michael Helveston, CFP®, CRPC®

Mike founded Whitford Financial Planning after working in the financial services industry for 25 years. He learned the importance of planning ahead and giving back by observing his parents manage their household finances. Mike wanted to become an advisor so he could help people make informed financial decisions and to make the most of what they have been given. 

He started his career with Vanguard in a mutual fund accounting role but quickly realized he wanted to work directly with clients. While at Vanguard he completed the Certified Financial PlannerTM coursework and first became an advisor.

Mike then transitioned to Rodgers & Associates where he was able to provide more in-depth tax and retirement planning services and helped to build and manage a team of advisors.

Mike has contributed articles to Forbes, Kiplinger and the Wall Street Journal. He lives in Downingtown, PA with his wife and three children. Mike has served the community as a volunteer mortgage counselor with Tabor and a classroom volunteer with Junior Achievement. When he is not helping clients, he enjoys running, playing sports and games with his family, working outside, and listening to music.

Media Link - Forbes: Want To Make More Money Investing? Try Maximizing Your After-Tax Return

Media Link - Kiplinger:  How To Shop For An Immediate Annuity

Media Link - Wall Street Journal:  Saving Up For Baby

Mike has written&#160;<em>Achieving Financial Fulfillment</em> to help others learn how to make smart financial decisions!

Mike has written Achieving Financial Fulfillment to help others learn how to make smart financial decisions!

While working in the financial planning profession, he found the perfect intersection of his passion for helping others and his enjoyment of working with numbers.  The purpose of Mike's book is to spread the knowledge of personal finance in order to help others be confident.

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