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Whitman Financial Services, LLC - Wakefield, MA


Our Team

Welcome. We are WHITMAN FINANCIAL SERVICES, LLC an independent financial planning, investment advisory and tax preparation and representation practice located just north of Boston.  Established in 1983, we are trusted by over 200 individual and corporate clients.  Our specialties include individual financial and retirement planning, cash flow analysis, asset allocation, tax review, estate planning and much more.  As a private company, we can make suitable, independent and unbiased recommendations for our clients. 

At WHITMAN FINANCIAL SERVICES, LLC, we believe our team approach provides a broader perspective to our work and enhances benefits to our clients.  Basically, one person can’t think of everything – thus 2 heads are truly better than one.

Are any of these on your mind?

  • How much risk is right for me?
  • Can I afford to retire?
  • Will I outlive my income?
  • What should I invest in?
  • What about my legacy?
  • How can I preserve my assets?
  • What if someone gets divorced?
  • Should I change jobs?
  • How can I pay less taxes?
  • How can I protect my family?
  • Am I vulnerable?
  • What if I’m audited?
  • How can I get more income?
  • Do I have enough life insurance?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • Is my estate planning strategy going to work?

We’ve got the experience to help you with these and other concerns – and we can help you decide the appropriate strategies to address your individual situation.


“Ethics are foremost and at the core of everything I do – and the reason my clients return year after year.” Dallas founded the company in 1983 to develop and implement solid, holistic financial plans.

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