By Jamie Hopkins
Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Whiddon Wealth, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Whiddon Wealth we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
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)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
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
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 Columbia, 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.
Carson Group Partners
Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.
Our Locations
Headquartered in Albany, Georgia, Whiddon Wealth provides independent financial services to clients across the United States. Contact us today to speak with a financial advisor or financial professional nearest you.
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 18, 2019The S&P 500 rebounded 2.9% after last week’s decline as positive sentiment overcame a number of mildly negative economic reports and continued uncertainty regarding trade. The global MSCI ACWI shed 2.1%. The Bloomberg BarCap Aggregate Bond Index climbed 0.7%. Read more
Monthly Newsletter
Retirement Fund Catch-Up Contributions: An Ace Up ...For many of us, retirement planning is a persistent boogie man in the back of our minds. The statistics on people’s lack of retirement preparation are staggering, and the official retirement age seems to increase by the minute. Life expectancy is getting longer, and resources seem to be getting scarcer. Any hand that savers and wage-earners play at this point in life seems like a bet against the house, sure to lose. Read more
Blog
Tax Cuts and Jobs Act Changed Things ...The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Read more
Video
Q1 2019 Quarterly Market UpdateCarson Group Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in 2019. Contact us to speak with a financial advisor.
Read more
News
5 TIPS FOR SURVIVING A MARKET DOWNTURNAfter enjoying a very positive third quarter, things are beginning to look a little less than stellar. Markets took a swing toward the negative in October, and a number of popular indexes and sectors are now in a “correction,” meaning they have dropped 10 percent from the previous high. Read more
Infographic
Divorce PlanningDivorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more
Weekly Market Commentary
- Weekly Market Commentary March 11, 2019
The S&P 500 finally experienced a meaningful decline after posting gains nearly every week this year. The index dropped 2.2% last week. Read more
