Affiliates & Partners

LPL Financial Logo

Whitacre Wealth Management has partnered with LPL Financial for their investment clients. LPL Financial is an independent custodian and broker dealer that represents over 21,000 independent financial representatives with a total of over $1 Trillion in total advisory & brokerage assets. Their mission and values are in alignment with those of Whitacre Wealth Management and put the client at the forefront. The research, analysts, compliance, and back office support helps enable Whitacre Wealth Management to spend more time with our clients.

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Wynn Point Financial Logo

Whitacre Wealth Management has partnered with Wynn Point Financial to bring our clients a wealth of knowledge and resources as part of a team approach to financial planning. Our team is designed to assist our clients with their planning.

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