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

Whitacre Wealth Management is the recipient of the 2021, 2022, 2023 and 2024 Five Star Professional* Award for excellence in Wealth Management and Financial Services.

* Five Star Professional conducts market research to define and promote professional excellence in the professions we serve. The Five Star designation assists consumers in selecting a service professional based on an objective research methodology tailored to the specific profession.

Start Your Journey With Whitacre Wealth Management

At Whitacre, you work with a dedicated ChFC® professional – not a call center – on what’s important to you. We provide a complimentary goal setting and financial analysis session with a ChFC® professional to make sure we understand how we can help you. We can help you with:

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Financial Planning

Investment Strategy

Goal Setting

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.

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:

Start Your Financial Journey With Whitacre Wealth Management Today!

Reach out to one of our team members for a FREE consultation. Discover how we can help your future take shape!

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