Whitten Retirement Solutions
Financial Advisors in Cambridge, MD
Retirement | Investing | Business Planning
At Whitten Retirement Solutions, our objective is to take all the pieces of your financial plan and put them in place.
we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and value-added services for successful families, professionals, and business owners.
Our Mission to Help You
Our People. Our Practice. Our Process.
We understand that you have goals that you want to accomplish now, and dreams for your future. Our mission is to make both a reality.
Our team will help you create an effective game plan, provide advice in a common language, and do it with straightforward fees. We’re here for you if you’re looking for financial advice, retirement help, or for general planning and money management.
Our Client Experience
What are current clients saying about Whitten Retirement?
“The team at Whitten Retirement Solutions gives you their undivided attention, they are focused on your goals and your plans for future. Highly recommend talking to them about your investments/retirement plan.”
Kenny K. | Cambridge, Maryland
“Our whole family counts on the services provided by Whitten Retirement Solutions to make wise investments. We have been with them for many years and now can be secure that we will have a financially comfortable retirement.”
Cathy S. | Cambridge, Maryland
Meet The Whitten Team
Our Team. Committed to You.
Our team at Whitten Retirement is Committed to Your Growth. Learn more about who we are and how each team members impacts your experience with us.
News & Resources
The economy is evolving post-pandemic—find out how in our latest commentary.
How's It Going? Depends on Who You Ask in a Post-Pandemic Economy
whittenretirement.com
The post-pandemic economy is treating people very differently, creating a headache for central bankers. The extreme differences can often get traced back to living situations, as renters have a very d...0 CommentsComment on Facebook
Preferred securities (preferreds) are often referred to as “hybrid” securities as they have both bond and equity characteristics.
In our latest commentary, we dig a bit deeper into preferreds and the impact they have as an attractive option for investors.
Commentary: Preferred Securities
whittenretirement.com
It continues to be a challenging environment for a lot of fixed income markets, especially higher quality markets. With the Federal Reserve (Fed) seemingly unlikely to lower interest rates until after...0 CommentsComment on Facebook
