Thoughtful planning, rooted in real life
Whitney Wealth Group was founded in Minneapolis on a simple idea: financial planning should feel personal, prudent, and deeply human. We help business owners, executives, families, and nonprofits in the Twin Cities make confident decisions with their money — and align it with what matters most.
Our philosophy
Good planning is less about predicting markets and more about preparing for life — building strategies that hold up across decades, transitions, and surprises. We work as a fiduciary partner: independent, transparent, and accountable to you.
Most of our work begins with a conversation, not a spreadsheet. We listen first, then build a plan that reflects your values, your obligations, and the life you actually want to live.
Real conversations, real relationships
The best plans come out of honest conversation. We meet you where you are — over coffee, in our office, or by video — and build a relationship that lasts well beyond the first meeting.
Plan first, products second
Strategy comes before any recommendation. The plan tells us what — if anything — needs to change.
Tax-smart by default
We look at every decision through a tax lens, because what you keep matters as much as what you earn.
Values-aligned
Money is a tool. We help you use it in a way that reflects what you care about most.
Plain English, always
No jargon, no pressure, no confusion. Just clear thinking and honest conversation.
The people behind your plan
Recognized for leadership in finance & community
WaveMaker Awards: Unchartered Territory
TeamWomen · August 2023Recognizes women who have excelled in a typically male-dominated profession or industry — trailblazers who inspire and encourage others to have a similar impact.
NAWBO Achieve! Award: Member of the Year
NAWBO — Minnesota Chapter · June 2019Recognizes a member who demonstrates passion for the NAWBO mission, strong chapter engagement, and has consistently served in a leadership or lead volunteer role for three years or more.
Top Women in Finance
Finance & Commerce Magazine · October 2018Honorees are chosen for notable contributions to their profession, community, and society — including leadership and mentoring roles. Advisor performance is not a criterion.
Million Dollar Round Table
The Premier Association of Financial Professionals® · December 2017Honorees demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. MDRT is recognized internationally as a standard of excellence in financial services.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client and are not representative of any one client's evaluation. No fee was paid to participate in these awards.
Money should create impact beyond ourselves
At Whitney Wealth Group, we believe money is a tool for creating impact. That’s why we help clients align their wealth with their values—including charitable giving that is meaningful, intentional, and sustainable. We hold ourselves to the same standard, contributing 5% of our annual revenue to nonprofit organizations we believe in.
Partners in purpose
Through annual giving, sponsorships, volunteer time, and board service, these are the organizations we partner with to create real change in the Twin Cities and beyond.
Domestic Abuse Legal Advocacy Center (DALAC)
Provides legal advocacy and representation to survivors of domestic abuse in the Twin Cities.
Visit site →Connections to Independence (C2I)
Supports youth in foster care as they transition to independent, successful adulthood.
Visit site →Animal Humane Society
Engaging the community to support and provide care, refuge, and adoption for animals across Minnesota.
Visit site →Minneapolis Women's Rotary
A service club of women leaders giving back to the Twin Cities and global community.
Visit site →Firebase Movement
A grassroots movement equipping leaders to bring transformation to their communities.
Visit site →Truth and Freedom Church
A faith community focused on truth, freedom, and serving the people of the Twin Cities.
Visit site →Collision
A community helping people connect with faith, purpose, and one another.
Visit site →Bethany Global University
Equipping students for global missions through education, training, and field experience.
Visit site →Source MN
A Minnesota nonprofit serving and empowering local communities.
Visit site →The Haven
Providing safe shelter, support, and recovery resources for people in need across Minnesota.
Visit site →Wilderness Fellowship
A retreat ministry offering quiet space for spiritual reflection and renewal in northern Wisconsin.
Visit site →TeamWomen
A Minnesota nonprofit advancing women through mentorship, leadership development, and community.
Visit site →New Wave Feminists
A pro-woman, pro-life organization working to create a world where all women and children are protected and supported.
Visit site →Ready for clarity in your financial life?
Schedule a complimentary introductory conversation. We'll listen, ask good questions, and help you decide if we're the right fit.
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