WHITMAN FINANCIAL SERVICES, LLC.

Overview

Whitman Financial Services, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s primary advisory activity is financial planning, delivered on an hourly or fixed-fee basis rather than through an asset-based ongoing advisory fee. Whitman Financial Services does not operate as a capital allocator—meaning it does not sponsor or manage proprietary alternative funds—but it does place client capital with third-party managers when appropriate. Investment posture appears conservative and utilitarian: core exposure is delivered through traditional pooled products such as mutual funds and corporate debt instruments, while client needs for guaranteed income or tailored payout structures are addressed with annuity solutions. The firm also sources private placements and real estate opportunities from external sponsors to meet client demand for alternatives. Whitman Financial Services is not an active ESG investor and does not report multi-state adviser registration activity; it maintains an industry affiliation with a law firm, which may influence referral sources or the types of planning engagements it accepts.

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Location & Offices