Whitford Financial Planning is an independent, fiduciary financial advisory firm based in Exton, Pennsylvania, serving clients in Chester County and nationwide. The firm focuses on helping retirees and pre-retirees make confident decisions throughout their financial journey, with personalized guidance and a limited number of clients per advisor.

Its services include retirement planning, investment management, personal tax strategies, inheritance planning, and employer retirement plan services. Advisors help clients assess retirement readiness, organize their finances, consider when to claim Social Security, and plan for current and future tax obligations. For inherited assets, the firm provides guidance on next steps and relevant tax considerations. Investment recommendations are tailored to each client’s goals, objectives, and risk tolerance, with diversification and low-cost investments emphasized.

Whitford offers a complimentary initial plan, with ongoing financial planning recommendations included for clients whose assets it manages. Its fee is based on managed assets, with pricing starting at 0.85%, and the firm states that it does not receive insurance commissions or referral bonuses.