Broker Check

Whitman Financial Services, LLC - Wakefield, MA


Our Mission

At Whitman Financial Services, LLC, our mission is to guide our clients in making the right decisions for their financial future.  We accomplish this through education, communication and providing a service well beyond anything they have ever experienced on a consistent basis.

We earn our client’s trust with our passion for integrity.

It’s pretty simple.

Rule Number 1:  We have you, our client—and only you – in mind.
Rule Number 2:  Always remember Rule Number 1.

We want to get to know and understand your needs, wants, and long-term goals – to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today from aging parents, managing debt, saving for college and retirement.  These personal challenges can be overwhelming.  Our commitment is to utilize all every resource available to help you pursue your most important goals.

We believe in thinking “out of the box” and we’re not afraid to challenge conventional wisdom about investing and preserving wealth.  All of our energy, commitment, and efforts are focused on you, our client, and your satisfaction.

Our Pledge

We will be your trusted advisors and partners.  We will at all times be committed to you, our client and place your interests above those of ourselves.  We will always continue to learn how to improve ourselves and offer better advice.  We will provide objective insight and confident advice for integrated financial decisions.  Our services will be delivered to you with objectivity, accountability and transparency.