Stribling-Whalen Financial Group

Overview

Stribling-Whalen Financial Group is a limited liability company organized as an individual-owned advisory firm. It is registered with the SEC; its registration became effective in 2026. The firm bills clients using a mix of asset-based fees and fixed fees and describes itself as a capital allocator with the ability to select third‑party managers. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm is newly formed, is not positioned as an ESG investor, and does not identify as a multi-state adviser or pension consultant.

Assets & Accounts

Location & Offices