• We build
    true wealth

    Our passion is to uncover what is truly important to you.

    Explore our approach
  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

    Learn more

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

0-2% 2-4% 4-6% 6-8% 8% +
Next

Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our disciplined investment management process is driven by our team of research analysts and our Investment Committee. Learn More

Risk Management

With life, long-term care and disability coverage, our insurance specialists help you identify risks and appropriate coverage for your financial situation. Learn more

Tax Planning

We work with local CPA’s who would be glad to assist you with your tax planning and preparation. Learn more

Wealth Planning

We follow a disciplined investment management process, driven by our research analysts and our Investment Committee. Learn more

Estate Planning

Our team will help you develop and establish an estate plan, so you’ll know how your assets will be distributed. Learn more

Connect with an Advisor

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*

Personalized Wealth Management

Whiddon Wealth Management LLC was founded with the mission of educating our clients in the world of investment options, as well as simplifying and organizing their financial lives through wealth planning. We are a comprehensive wealth management firm in Albany, Georgia and Pulaski, Tennessee serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management.

Contact us today and let Whiddon Wealth Management help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

Read more

Carson Institutional Alliance

Carson Institutional Alliance Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

Read more

Our Location

Headquartered in Albany, Georgia, Whiddon Wealth provides independent financial services to clients across the United States. Contact us today to speak with a wealth advisor or financial professional nearest you.

Read more

Insights

Whiddon Wealth’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary March 20, 2017

After a quiet beginning to the week, the markets reacted to the expected interest rate hike with stocks soaring and Treasury yields falling. According to the meeting, the Fed’s stance on further rate hikes has changed, taking on a more dovish stance with no more than two additional rate increases this year. Read more

News
3 Key Financial Events to Watch In 2017

Published By Brett Carson

Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more

Infographic
Long-Term Care

Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Monthly Newsletter
March Monthly Newsletter: Billions of Reasons To ...

For colder climates, the month of March can give those who have experienced months of bitter winter temperatures and decreased sunlight a lot of things to look forward to. The first day of Spring. Daylight Savings Time. Spring Training baseball. Saint Patrick’s Day. NCAA March Madness.

Unfortunately, the changing of the season also gives us the opportunity to perform the annual guilt trip/rite of passage – spring cleaning. Read more

Whitepaper
Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

Download Whitepaper

Video
The Wealth Designed Life Defined Investment Experience

Our investment process steps for uncovering your True Wealth are thorough, precise and personalized. We call our approach the “Wealth Designed. Life Defined.” process. This unique investment experience provides a clear understanding of how our methodology can help you pursue a higher purpose for your wealth. Read more

Blog
Helping Your Loved Ones with Long Term ...

Published by Mike Schudel and the Carson Institutional Alliance Investment Committee

Seemingly so much of what we do involves looking ahead into the future. We think about the things we would like to do with our time, the tasks that we wish to accomplish and, sometimes, experiences we’d like to avoid. Aging is unavoidable and is not the most enjoyable topic to discuss – especially with our families as there can be so many emotions and unknowns involved. Read more

    Blog post
  • Start NOW

    I often get the question, when should I start investing?

    Here’s the answer. The answer is… NOW! Read more

    Weekly Market Commentary
  • Weekly Market Commentary: March 13, 2017

    Equity markets remained calm for most of the week, digesting the employment report without much fanfare. According to Automatic Data Processing (ADP), a human resources and payroll company, private payrolls increased 298,000 against an expected 190,000. This was the strongest monthly increase in nearly three years.

    Read more