Financial planning made human
Money is deeply personal. It shapes the choices you make, the opportunities you create, and the legacy you leave behind. We make complex financial planning feel human. Because behind every balance sheet is a person — not just a portfolio.
A Team Behind Every Plan
When you work with Whitney Wealth Group, you're supported by a team — not just one person.
Whitney leads every client relationship and financial plan, while Linda ensures an exceptional client experience and keeps everything moving behind the scenes. Our portfolio manager, Andy, along with your CPA, estate attorney, and other professionals, work together to ensure every part of your financial life is aligned.
You shouldn't have to coordinate your own financial team. We do that for you.
Meet the People Behind Your Plan
We See the Bigger Picture
Your financial life isn't made up of separate decisions.
Investment strategy affects taxes. Taxes influence retirement. Estate planning impacts your family. Insurance protects everything you've built. Charitable giving reflects your values.
Rather than looking at each piece independently, we help you understand how every decision fits into the bigger picture so your plan works together — not in pieces.
Education Comes First
We believe the best financial decisions are informed ones.
You'll never be expected to move forward simply because someone told you to. We take the time to explain your options, answer your questions, and help you understand the reasoning behind every recommendation.
Our goal isn't just to build a financial plan — it's to help you feel confident in it.
Our Philosophy
- Financial planning should reduce stress, not create it.
- Your values should shape your financial decisions.
- Tax strategy deserves as much attention as investment strategy.
- Great planning happens through collaboration.
- Wealth is most meaningful when it creates freedom, generosity, and lasting impact.
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.
Schedule a Conversation