WHITESPACE FINANCIAL, LLC

Overview

Whitespace Financial, LLC is a small, owner-operated wealth advisory firm that serves both individual and family clients as well as some institutional relationships. The firm’s advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. In practice Whitespace Financial leans heavily on pooled public funds—mutual funds and similar vehicles—to implement core equity and fixed-income exposure, while also allocating to real estate through third-party managers when alternatives are appropriate. Fee arrangements are flexible: the firm charges a percentage of assets under management in addition to offering hourly and fixed-fee engagements. Whitespace Financial is not positioned as an active ESG investor and is not registered as a multistate adviser. It maintains industry linkages to a broker‑dealer and an insurance company, which supports its distribution and product access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices