Broker Check

Whitman Financial Services, LLC - Wakefield, MA


My Mission

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

I earn my client’s trust with my passion for integrity.

It’s pretty simple.

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

I 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.

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

I believe in thinking “out of the box” and I'm not afraid to challenge conventional wisdom about investing and preserving wealth.  All of my energy, commitment, and efforts are focused on you, my client, and your satisfaction.

My Pledge

I will be your trusted advisor and partner.  I will at all times be committed to you, my client and place your interests above my own.  I will always continue to learn how to improve myself and offer better advice.  I will provide objective insight and confident advice for integrated financial decisions.  My services will be delivered to you with objectivity, accountability and transparency.