Whetro Advisors

At Whetro Advisors, we are an experienced fiduciary team dedicated to helping you navigate the complexities of your financial journey. Our team of experts is committed to providing personalized wealth management plans tailored to your unique goals and objectives. With nearly 35 years of experience in financial planning, investment planning, insurance planning, and tax planning, we bring our knowledge and expertise together to help you achieve your financial aspirations.

Our Services

We offer a comprehensive range of financial services designed to help you achieve your financial goals. Our services include:

• Investment Planning: Our team will help you choose the best investments to support your financial goals, providing you with a personalized investment strategy that aligns with your risk tolerance and objectives.
• Financial Planning: We help you prepare for your future through a financial plan tailored to your goals, providing you with a roadmap to achieve financial freedom and security.
• Insurance Planning: Our insurance team will assist you in choosing the plan that best suits your financial goals, providing you with protection and security in the event of unexpected life changes.
• Tax Planning: Our accounting group will guide you down the best path for you, ensuring that your tax preparation is working in tandem with your financial goals, providing you with peace of mind and minimizing your tax liability.

The Whetro Service Standard

At Whetro Advisors, we are committed to providing exceptional service to our clients. Our team is dedicated to going above and beyond, customizing a plan that achieves your goals and providing you with the knowledge, communication, and resources necessary to make the best decisions for your financial future. We promise to provide you with outstanding personal customer care, building a relationship with you based on trust and understanding.

Our History

Whetro Advisors was founded on the principle of providing personalized and professional financial services to individuals and families in Northwest Ohio and the Greater Toledo region. Our team of experts has nearly 35 years of experience in financial planning, investment planning, insurance planning, and tax planning, and we are committed to helping you achieve your financial goals.

Our Mission

Our mission is to provide personalized and professional financial services to our clients, helping them achieve their financial goals and aspirations. We are committed to building a relationship with our clients based on trust and understanding, providing them with the knowledge, communication, and resources necessary to make the best decisions for their financial future.