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
In order to understand where we are going, we have to first understand where we have just been.
In a quick snapshot from our Spring Market Update, we take a look at the markets over the last year and pinpoint what happened.
You can watch the full update here: whittenretirement.com/whitten-retirement-solutions-market-update-may-2023/
In order to understand where we are going, we have to first understand where we have just been.
In a quick snapshot from our Spring Market Update, we take a look at the markets over the last year and pinpoint what happened.
You can watch the full update here: whittenretirement.com/whitten-retirement-solutions-market-update-may-2023/
Joe and Debbie's success story in retirement is a testament to the power of a comprehensive financial plan and a dedication to seeing it through.
When Joe retired from the federal government in 2016, he and his wife were eager to start enjoying their retirement years. They turned to our team at Whitten Retirement Solutions for guidance, and were thrilled with the results.
Working closely with Joe and Debbie, we developed a personalized financial plan that was tailored to their specific goals and needs. Joe and Debbie wanted to travel, have a comfortable home and car, and be prepared for unexpected expenses. Most importantly, they didn't want to worry about whether they had enough money to fund their retirement dreams. We listened carefully to their needs and concerns, and crafted a plan that gave them peace of mind and the freedom to enjoy their retirement to the fullest.
Joe and Debbie have been able to fulfill their retirement dreams. They have traveled to Australia, New Zealand, and Europe, and have settled into a beautiful home in Delaware.
They are living proof that with the right plan and the right financial advisor, dreams can come true. #thebeaconformula
I feel bad when I remember I doubted you in the first place, when u introduced cryptocurrency trading to me. Mr Craig am so grateful that u convinced me to invest, like u said "you won't regret it" indeed am not regretting a bit. The profit I made was bounteous. Thanks Craig Connor
Grab a copy of this month's Coastal Style Magazine and you may find a few familiar faces from Whitten Retirement Solutions!
Thanks for the feature on our financial planning services! Lastly, today is the last day to vote in "Best of 2023" by Coastal Style Magazine.
You can make your picks here - coastalstylemag.com/best-of-2023-dorchester-talbot/
Congrats!! Well deserved recognition
👍
I feel bad when I remember I doubted you in the first place, when u introduced cryptocurrency trading to me. Mr Craig am so grateful that u convinced me to invest, like u said "you won't regret it" indeed am not regretting a bit. The profit I made was bounteous. Thanks Craig Connor
