Whitney

At Whitney & Company, we believe that everyone deserves personalized financial guidance that puts their interests first. As a Registered Investment Advisor, we're committed to providing comprehensive financial services that help our clients achieve their goals and live their best lives.

Our team of experienced professionals, comprised of CFPs, CFAs, CPAs, and MBAs, takes the time to understand each client's unique situation, goals, and aspirations. We offer tailored investment management, wealth planning, and 401(K) consulting services that cater to their individual needs. Our strictly fee-based model ensures that our advice is unbiased and driven solely by a commitment to our clients' success.

Our Services

We take pride in providing a wide range of financial services that cater to our clients' diverse needs. Our investment management services focus on creating personalized portfolios that align with our clients' goals and risk tolerance. Our wealth planning services help clients navigate complex financial situations, including retirement planning, tax planning, and estate planning. Additionally, our 401(K) consulting services help business owners create tailored employee benefit plans that attract and retain top talent.

Our Approach

What sets us apart is our commitment to putting our clients first. We believe that everyone deserves personalized attention, unbiased advice, and a genuine caring approach to their financial well-being. Our team takes the time to listen, understand, and address our clients' concerns, providing them with the confidence and peace of mind they need to achieve their goals.

Our History

Founded in 1975, Whitney & Company has a rich history of providing exceptional financial services to our clients. Over the years, we've evolved to meet the changing needs of our clients, always staying true to our core values of integrity, trust, and commitment. Today, we're proud to be a Rochester-based Independent Registered Investment Advisor, dedicated to helping our clients thrive in an ever-changing financial landscape.