Whitten Retirement Solutions is a financial advisory firm based in Cambridge, Maryland, serving successful families, professionals, and business owners. Its mission is to provide sound guidance that helps clients and their families pursue greater financial comfort and confidence. The firm brings together the components of a client’s financial plan through a process-driven approach called The Beacon Formula, combining wealth management with risk and debt management, income and tax planning, and additional support.

Its services include retirement planning, investing, business planning, cash and risk management, tax planning, legacy planning, and administrative services. The firm also offers value-added services and resources such as financial calculators, research, news and insights, and a media library. Whitten Retirement Solutions emphasizes personalized strategies, clear communication, and a supportive relationship, helping clients understand their plans and prepare for future needs. The team works with clients who are receptive and engaged, aiming to create an environment of trust, respect, and transparency.