WHITFORD FINANCIAL PLANNING

Overview

Whitford Financial Planning is a small, independent registered investment adviser structured as a limited liability company that focuses on individuals and families. The firm provides financial planning and portfolio management services for individual clients and small businesses, charging both a percentage of assets under management and fixed fees. The advisory approach is equity-forward: filings show a clear preference for exchange-traded equities and ETFs, and the firm identifies as an active ESG investor, indicating environmental, social and governance criteria are integrated into security selection or screening. The firm does not act as a capital allocator or pension consultant; its business is concentrated on fee-based planning and discretionary portfolio management. Given the modest scale of assets and client count, portfolio construction appears to favor liquid, tradable instruments that can be managed efficiently for a boutique client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices