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Whitman Financial Services, LLC - Wakefield, MA


Our Values, Core and Culture

  • Integrity:
  • The consistency of our actions, values, methods, expectations and outcomes.

    “Whoever is careless with the truth in small matters cannot be trusted with important matters.”
    ~ Albert Einstein

  • Leadership:
  • The guiding or directing of a group.

    “A true leader has the confidence to stand alone, the courage to make tough decisions, and the compassion to listen to the needs of others. He does not set out to be a leader, but becomes one by the quality of his actions and the integrity of his intent.”
    ~ Douglas MacArthur, US Army General

  • Stewardship:
  • The responsibility of overseeing and protecting something considered worth caring for and preserving. We aspire to be the best stewards of capital, education and time.

    “Quality is never an accident; it is always the result of high intention, sincere effort, intelligent direction and skillful execution; it represents the wise choice of many alternatives; the cumulative experience of many masters of craftsmanship. Quality also marks the search for an ideal after necessity has been satisfied and mere usefulness achieved.”
    ~ John Ruskin, English Author, Poet and Artist

  • Diversity:
  • The inclusion and embracing of individuals representing more than one national origin. The responsibility of assisting a diverse culture with respect to age, ethnicity, skills, knowledge, thought, and country origin is celebrated.

    “Diversity. The art of thinking independently together.”
    ~ Malcolm Forbes

  • Innovation:
  • We believe the introduction of new things or methods is one of the most powerful forces of change through history and fundamentally improves our society’s development.

    “There is a vitality, a life force that is translated to and by you into action, and because there is only one of you in all time, this expression is unique. And if you block it, it will never exist through any other medium, and will be lost.”
    ~ Martha Graham

  • Education:
  • We value knowledge, skills, habits, experience and wisdom. We foster an education-based culture and transfer this education among our clients, team and the community at large.

    “Education is the most powerful weapon we can use to change the world.”
    ~ Nelson Mandela