Welcome to Whitacre Wealth Management | Whitacre Wealth Management

Meet Our Dedicated Team of Professionals

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and families struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our Team

The Whitacre Mission

To partner with our clients to give sound financial guidance to them from a comprehensive, holistic view point. We strive to use our independent business structure to provide unbiased, non-proprietary advice and recommendations to our clients. Integrity is at the top of our list of values. Doing the right thing all of the time is our standard business practice.

What Our Clients Are Saying:

I first started working with Ben over 13 years ago on both a personal level and a professional level as a referral source for my CPA firm. The clients (both business and personal) that I have referred to Ben have nothing but positive feedback on how comfortable they feel talking with Ben. They love his knowledge in every aspect of financial advising and the confidence they feel putting their trust in him. I know that when I refer a client, they are in good hands. Ben will even answer questions of clients who may never use his services, he loves what he does that much.

— Cathy B.
CPA, Business Owner

I started working with Ben in 2006, and over the last 15 years he’s guided and coached me to realize financial success. From young professional single life to marriage, kids, moving, buying a home, Ben has always kept me centered on retirement and long term strategy while creating a dedicated game plan for each phase of life. This has resulted in a well balanced portfolio that is both resilient and can also adapt with changes around us. What’s more, Ben has become a great family friend!

— Matt A.
PS Operations Manager

My wife, Jen, and I first started working with Ben about 7 years ago. We didn’t have a great plan, and knew we needed help. Ben took the time to listen to us, hear our goals, and set a course of action to achieve them. We started with the goal of saving for our kids secondary education and saving for a new car. We also reviewed our plans for retirement, and made the necessary changes, to ensure we would achieve our goals in time. We are proud to say, with Ben’s help, we are sending our first child to a private high school and purchased that new car. We can see our plan continuing to coming together, with each and every step Ben has guided us through.

— Brad B.
Senior Vice President, Commercial Banking

I can’t say enough good things about Ben. He works for his clients’ best interests no matter what they are or how they differ from person to person. He is someone who doesn’t take shortcuts or one-size-fits-all solutions into consideration, and it is in his nature to be considerate and candid all at the same time while listening, advising, teaching, or making suggestions for someone’s future and current investment needs. As for his character: my wife and I not only trust Ben with our money, investments, and future life preparations, but we also trust him as a voice of reason for all things peripheral in life as well. We consider him a part of our family.

— Mike A.
Key Account Manager

Start Your Financial Journey With Whitacre Wealth Management Today!

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2021, 2022, 2023 and 2024 Five Star Professional Award Winner

Start Your Journey With Whitacre Wealth Management

Financial Planning

Investment Strategy

Goal Setting

Meet Our Dedicated Team of Professionals

The Whitacre Mission

What Our Clients Are Saying:

Start Your Financial Journey With Whitacre Wealth Management Today!