Whitney Financial Strategies, LLC

Overview

Whitney Financial Strategies, LLC is a small, independently owned registered investment adviser operating as an LLC and focused on individual and family clients. The firm delivers comprehensive financial planning and discretionary portfolio management for individuals and small businesses. Its advisory engagement model supports multiple billing approaches — percentage-of-AUM, hourly, and fixed-fee arrangements — which suggests flexibility for both ongoing wealth management and project-based planning work. The firm does not present itself as an ESG-focused allocator, pension consultant, multi-state advisory firm, or a capital allocator to outside managers. Advisory activities are concentrated on personal financial planning and portfolio oversight rather than institutional or large-scale third-party manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives