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.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Our disciplined investment management process is driven by our team of research analysts and our Investment Committee. Learn More
With life, long-term care and disability coverage, our insurance specialists help you identify risks and appropriate coverage for your financial situation. Learn more
We work with local CPA’s who would be glad to assist you with your tax planning and preparation. Learn more
We follow a disciplined investment management process, driven by our research analysts and our Investment Committee. Learn more
Our team will help you develop and establish an estate plan, so you’ll know how your assets will be distributed. Learn more
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.
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 Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.
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.
Whiddon Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
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