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Our Services

We strive to provide personal, friendly, and efficient services. Your satisfaction and confidence is what we work towards as the end result. As your most trusted financial advisor, it’s important that we offer you a comprehensive plan to help you pursue your financial goals and objectives. You trust us to provide a blueprint that will take you in the right direction. We’ll continually monitor and evaluate your financial plan and communicate with you in a transparent way, so you’ll know your plan is always up-to-date. And finally, we hold ourselves accountable to helping you take the necessary steps in following your financial plan.

Whiddon Wealth Management, LLC offers the following services to its clients;

Portfolio Management

Our disciplined investment management process is driven by our team of research analysts and our Investment Committee. These professionals provide you with the information you need to understand why we make investment decisions that are in the best interest for your portfolio. Learn more

 Wealth Planning

Whiddon Wealth Management, LLC follows a disciplined investment management process, driven by our research analysts and our Investment Committee. Through our team of wealth planning professionals, your financial plan will always remain up-to-date and relevant to your unique goals and objectives. 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

Estate Planning

Our team will help you develop and establish an estate plan, so you’ll know how your assets will be distributed. We work with estate planning attorneys who can review your wills and trusts. 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

Private Trust Services

Our trust services team can provide your family with professional guidance for multiple generations. Learn more