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Clarity & Confidence For Your Finances

At Whitten Retirement Solutions, we provide the confidence our clients need to prepare for their financial future.

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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.

2024 Best of Coastal Style ward based on polling of readers.

2024 Stars of the Banner award based on polling of readers.

The 2024 Forbes ranking of Best-in-State Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980.  Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed.   Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.


Whiten Retirement Solutions Awards

Our Services

How We HelpOur Mission To Help You

Our People | Our Practice | Our Process

Our mission is to provide clients and their families the sound guidance they deserve to pursue ultimate financial comfort and confidence.

Creating An Environment Of Trust, Respect, & Transparency

Creating An Environment Of Trust, Respect, & Transparency

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We Help Clients Understand Their Plans And Find Clarity

We Help Clients Understand Their Plans And Find Clarity

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We Offer A Financial Plan To Help Clients Feel Confident

We Offer A Financial Plan To Help Clients Feel Confident

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Guidance For Every Need

Retirement Solutions  |  Investing  |  Business Planning

At Whitten Retirement Solutions we intend to provide process driven financial planning, in a thorough and dedicated environment to clients who are receptive and engaged. With a supportive voice, we help our clients feel confident and motivated through a process called The Beacon Formula.

Our Services


Our People

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Our Practice

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Our Process

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About UsForging A Path Together.

Our team at Whitten Retirement is Committed to Your Growth.  Learn more about who we are and how each team member impacts your experience with us.

Meet The Team

Our CommitmentSeasoned Advisors

Hear from our current clients on our service and process.

Secure that we will have a financially comfortable retirement

“Our whole family counts on the services provided by the 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.,March 2023*

They are focused on your goals and your plans for future

“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.,March 2023*

Consistently deliver top-notch professional services

“The entire team at Whitten Financial works together to consistently deliver top-notch professional services. Each client is treated with respect and compassion, especially when life brings unexpected tragedies and hardships. Most importantly, you are a person, not a number. For that, I continue to be a 35+ year Whitten client!”

Susan E.,June 2023*

They continually do what they promise

“We really enjoy Blake and his team’s (Beth and Jordan) customer service skills. We can always reach them and they are eager to assist. They continually do what they promise, which is so important in easing the stress in dealing with financial situations. The world has seen some unusual events these past few years with pandemics, market uncertainties and social unrest. Blake takes the time on a regular basis to communicate with his clients on how all these may impact you and how best prepare for life challenges.”

Debbie R.,May 2023*

They have our best interests in mind when they advise us of changes

“The Whitten Group has given us a confidence that they have our best interests in mind when they advise us of changes that would be beneficial. Very accessible for questions, etc. They were great in educating our 12 year old grandson on financial options. Highly recommend this agency.”

Catherine M.,May 2023*

Show they personally care about us

“Professional! This team really gets to the heart of your family’s dreams. They break all of your information down and match it up to the retirement life you work hard for. I’ve been very pleased with team Whitten as they’ve taken care of our family and show they personally care about us. I highly recommend Whitten Retirement Solutions.”

Phillip F.,May 2023*

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InsightsNews & Resources

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.
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Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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We Want To Hear From You

Reach out to us today to schedule a discovery call!

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