Whitford Financial Planning

Overview

Whitford Financial Planning is an independently owned RIA that provides financial planning and portfolio management to individuals, families and small-business owners. The firm charges a mix of AUM-based and fixed fees and identifies itself as an active ESG investor. Its advisory scope is focused on individualized planning and discretionary portfolio management rather than institutional pension consulting or multi-state adviser services. The firm uses third‑party managers for at least some alternative exposure rather than acting as a capital allocator internally.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices